We’ve assembled a team of over 60 wealth and financial management specialists across four locations to combine personalized service with specialized market expertise.

A local presence allows us to develop and maintain close relationships with our clients. This continuity builds trust and ensures we fully understand our clients’ needs and goals.

Our locations also give us the capabilities to navigate the complexities of market-specific legal and regulatory environments and offer even more solutions to meet our clients’ complex financial needs.


Switzerland is one of the world’s principal financial centers and home to many of the world’s leading banks. We not only benefit from the country’s long banking tradition and historically stable economy, we are able to tap directly into a rich reservoir of financial talent and expertise.


Cyprus has been a full member of the European Union and the Eurozone since 2004. Our office in Limassol is licensed to manage assets in the EU, ensuring that we can meet the needs of our clients and offer relocation, residency and fiduciary services.