Goals

We would like to offer you exactly those solutions that are right for you and your personal and financial needs. We provide you with comprehensive and tailor-made services from a single source.

Team

We are a reliable and dynamic team of experts, rendering all kinds of financial services in private and corporate banking and always looking for new high quality individual financial solutions and opportunities for our clients. We speak German, English, Italian, French, Russian, Latvian and Serbo-Croatian.

Dr. Nora Bonini

CEO

Private Banking, Public Relations, Administration and Management

Natalja Fischer

Managing Partner

Private Banking, Financial Controlling, Asset Allocation, Management

Marina Vujevic

Chief Investment Officer

Asset Management

Edvards Celmins

Risk & Compliance Manager

Junior Asset Management, KYC/AML Requirements & Regulations, Corporate Administration

Andrea Berta

Financial Director

Accounting Management, Book Keeping, Revision

Facts

Board

Dr. Nora Bonini
Natalja Fischer

Shares

100 % privately owned

Regulation

Swiss Association of Asset Managers (SAAM)

We don't just create values,
We have them too.

One-stop solution for all your financial needs

We are able to offer a wide range of on-shore and off-shore financial solutions and we work closely with most renowned Swiss, UK, Luxembourg, Cyprian and other international financial institutions.

Independence

The clients profit from our independence and our best-in-class approach, which allows us to make unbiased decisions and to invest in only what’s in the best interest of our clients.

Personal Relationship & Mutual Trust

We maintain long-standing personal contacts with our customers and are valued as a reliable partner.

Confidentiality

Discretion and trust are the cornerstones of a long-term relationship with our customers. All information you share with us with is treated in an extremely discreet and confidential manner.

Fair Conditions & Full Transparency

We are transparent and offer you a fair, clear and easy-to-understand fee model, without any hidden fees afterwards.

Tailormade Investment Solutions

Our clients highly appreciate our individual approach: we search for and find tailor-made solutions, which perfectly fit the needs of our clients. We deliver high quality and innovative financial solutions and we are adaptive to the fast changing situations in the financial markets, therefore always staying consistent.