Since 2006, we have provided attentive and highly personalized support. Independent of banks and licensed by FINMA, we build long-term relationships based on trust and proximity.
Since
Management owned
Professionals
Custodian banks
Banking jurisdictions
Our Team
Philippe Goutmann
Founder & Partner
David Püller
Managing Partner
Maxime Heckel
Managing Director
Vedat Barha
Wealth Manager
Albert Bilman
Wealth Manager
David Elkrief
Wealth Manager
Tunç Erdal
Wealth Manager
Elena Zabelkina
Wealth Manager
Karine Devaud
Wealth Management assistant
Cristel Mazzei Gonzalez
Wealth Management assistant
Daniela Oliva
Wealth Management assistant
Sandra Ramu
Accountant & Administration