our philosophy.

Our dream is to create not only a bank that people trust, but one that they grow to love.

We’ve grown stronger through 40 financial crises, not by standing still and waiting for them to pass, but by re-evaluating and rethinking the world around us. We’ve used imagination and innovation to create a different perspective on the world for us and our clients. It’s this ability and desire to constantly rethink that brings stability. That is what makes us different.

our investment philosophy.

Successful investing is a skill. It requires discipline and composure in times of market stress. High-net-worth individuals, entrepreneurs and wealthy families can enjoy the support of a trustworthy wealth manager who knows how to create sound and timely investment solutions.

investment services.

What are your investment objectives? Some clients are focused on long-term capital growth; others concentrate on short-term income generation. In both cases, we only recommend investments that are suitable for you, that we understand and would be prepared to invest in ourselves.

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wealth services.

We know that there isn’t a single formula that can meet every client’s wishes. Every person or family we advise is different. Our mission is to bring you the best of our expertise, closely tailored to your own circumstances.

Planning today, for tomorrow

Our wealth planning is designed to support your way of life and, eventually, your retirement. We will take account of your residency and can work with your legal and tax advisor to adapt our advice according to your circumstances.

Many of our clients look forward to passing on their wealth to future generations. Our experts in succession and estate planning can provide guidance on the best approach and timing to do so.

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philanthropy.

In a world characterised by rapid change, many wealthy individuals are now rethinking their philanthropy with unprecedented ambition. We are here to help translate your aspirations into action.

impact investing.

We call our approach Impact Investment. ‘Impact’, as we define it, is the sum of positive and negative, direct and indirect effects that a company’s operations and products have on the environment and on society. Not only is Impact Investing an innovative investment philosophy that has recorded one of the fastest growth rates on the market; it also challenges the way investors think about their social responsibility, returns on investment and investment risks.

But there’s always more to be done. So, we continually rethink our approach to increase both the depth and breadth of Impact Investment for the benefit of both our clients and the world we live in.