Our group has cooperated in the United States from 1986 for eighteen years with Bear Stearns and since then with Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon) and INSIGNEO FINANCIAL GROUP. In Switzerland we have cooperated with Banque Frank, Piguet Galland and during the last decade with Societe Generale Private Banking Switzerland.
We build solid relationships with our investors through continuous personal contacts. Custody takes place with major institutions in the USA and Switzerland.
Our portfolio performance objectives attempt to capture the considerable equity premium and to achieve bond returns above government fixed income.