External Asset
Management
Highly personalised to each client, we provide advice to individuals, their families, and businesses to help them grow and preserve their wealth.

With over 40 years of collective experience managing client's assets, both from non-discretionary to discretionary portfolios; and being independent, we are not tied to any single bank or banking product and are thus able to offer our clients a broader scope of investment opportunities across multiple private banks, and service partners ranging from; tax planning; strategy; to trusts.
The EAM Model
Client

Private Banking Account

Private Banking Account

Power of Attorney for management of assets

Private Bank EAM Agreement Lucerne

Our Partner Banks

Research Reports

Clients benefit with special access to in depth independent investment research reports from banks, brokers and our service providers, collated, filtered and tailored to match their investment thesis.

Investment Solutions