Fee-only, never commissions
We are paid by you alone. No incentive to sell you one product over another.
Our approach
Independence, clarity, continuity
We believe good advice sells nothing: it listens, brings order and accompanies you over time. These are the principles behind every mandate.
Independence
What it means, concretely
The whole market available
Open architecture: we choose among ETFs, funds and solutions from any issuer.
Your money stays yours
Assets stay in your account, at your own custodian. We advise, you decide.
Oversight and discretion
We work within the Swiss regulatory framework, with absolute discretion on your data.
Transparent fees
You always know what you pay, and why
No costs buried in products, no surprises. We agree the fee before starting and weigh it against the value we bring.
One-off advice
CHF 250 per hour
A single question, a second opinion, a focused review. You pay only the time it takes.
Wealth plan
CHF 2’400 one-off
A full review of wealth, pension and tax, with a written plan and a debrief meeting.
Ongoing mandate
0.45% of assets / year
Ongoing advice, rebalancing and periodic reviews. Tapered above defined thresholds.
Demo, indicative figures: the actual fee depends on complexity and assets.
The journey
From first meeting to review
- 01
Free first meeting
We get to know each other, your situation and goals. No obligation, no cost.
- 02
Analysis and proposal
We study your documents and present a written plan with an agreed fee.
- 03
Implementation
We put the strategy in place with your custodian. You always keep control.
- 04
Continuous review
We review the plan at least yearly and at every major change in your life.
Our promise
If we genuinely can’t help, we’ll tell you. We’d rather have a confident client than one more mandate.
Book your first meeting