Discretionary Wealth Management
Full-mandate portfolio management across equities, fixed income, alternatives, and real assets — aligned to your long-horizon objectives, governed by a dedicated CIO team.
Private Current & Savings Accounts
Multi-currency accounts with institutional rates, dedicated account management, and real-time consolidated reporting. Available in CHF, EUR, USD, and GBP.
Trust & Foundation Structures
Liechtenstein is pre-eminent for private trusts, foundations (Stiftungen), and establishments (Anstalten). Our legal team structures and administers these vehicles for generational wealth preservation.
Single & Multi-Family Office
Consolidated custody, investment governance, bill-pay, and administrative services across multiple jurisdictions — a fully integrated outsourced family office, or a complement to your existing structure.
Lombard Credit & Private Lending
Collateralised lending, real estate-backed credit, and structured borrowing at terms unavailable through commercial channels — sourced from our balance sheet or our institutional counterparty network.
International Wire & Settlement
SWIFT and Fedwire wire instruction, bulk settlement, escrow structuring, and correspondent banking introductions. Time-sensitive cross-border transactions handled with precision and discretion.
How We Engage
New relationships begin with a conversation.
We do not advertise broadly. Introductions come through our existing client network or direct enquiry. Onboarding — KYC, source of wealth review, structural assessment — typically takes two to four weeks.
Enquire →