Dynamic

‘Nothing is more constant than change’

We react to the ever-changing global financial market environment in a dynamic manner. We respond quickly to news that impacts our investment strategies and make swift, effective decisions. We are a highly innovative niche player and our focus is on delivering an excellent client experience. Our diligent and pro-active investment process, combined with out-of-the-box thinking, forms the basis for the competitive returns we seek for our clients.

Tree

The word ‘tree’ represents the long history, quality and stability of Switzerland as a nation and custodian of wealth. The tree symbolizes continuity and the need to adapt to an ever-changing environment just as nature adapts to the seasons. Trees need strong foundations, or roots, to weather the seasons, and so do we. In short, the tree represents experience, stability, growth, diversification, adaptability, protection, and continuity.