30 Years of experience in Private & Institutional Banking and Brokerage

We started our journey in the world of investing more than 30 years ago and since then, we have become a trusted and reputable private consulting expert. With our extensive experience and knowledge, we are recognized as an approved EcoInvestment Consultant (ZFU) which is an official UNESCO project. We are also a certified Asset Manager (dvfa).

Our commitment to excellence has led us to be featured on German television, radio and print media. Including ARD Ratgeber Geld, PRO7, SAT1, Premiere (Sky), SWR, Radio Berlin, Bild am Sonntag, Stern, Bankkaufmann, DM, Abendzeitung, Stuttgarter Nachrichten and more.

2024 marks a significant milestone in our journey, as we celebrate three decades of dedication to our clients financial goals. Over the years, we have successfully guided individuals and businesses in making informed investement decisions, tailored to their unique requirements. Our dedication to ethical practices and delivering exeptional service has earned us a strong reputation. Beeing recognized as a knight of justice by the OMTC Templar Order in 1996. 

Family Traditions

Beeing a family is not always easy. Sometimes it takes the extra mile to get where you want to go. Yes beeing conservative is not hip most of the time but it ensures a stable personal enviroment. An enviroment where you can grow and prosper. We can be on your side. You are the captain and we stand by to help navigate in uncertain times and beyond.

All the knowledge is accompanied by international working experience. Our ancestors were lawyers and entrepreneurs, trading between asia and europe.  The most recent team has been working in Germany, Luxembourg and Switzerland for e.g. the oldest swiss private bank, german private bank, pan european bank and the number one investment bank of the world.