private customersplatform
 

Not only must the tailor-made solution fit, but also the tailor.

We enjoy talking about investments and assets, about opportunities and risks. We are always completely relaxed, crystal clear and comprehensible. We are not know-it-alls: we don’t have an ace in the stock market up our sleeves and we don’t pull white rabbits out of a hat. We analyse, discuss and explain. Advantages, disadvantages, optimisation potential. We don’t know what you want in advance, but pinpoint it together with you. In this way we create a tailor-made solution for each customer.

Carlo de paoli
Partner

Carlo de paoli

« Even when it comes to finance, you can quickly acquire some basic theoretical knowledge. Experience, however, is quite another matter. »

He completed his various training courses in Switzerland, Paris and New York in the 80s. Carlo subsequently worked in wealth management in various management positions at UBS, Société Générale and in the private industry. As a board member with a background in banking and the financial industry, he is highly respected. Since 1997 he has been working as an independent asset manager, focussing on personal advice and client benefit.

Carlo not only gets a clear picture of investments and assets. As a passionate photographer, he also focuses on the essentials.
Because this is the only way to achieve extraordinary things.

Marcel Dosch
Partner

Marcel Dosch

« There are people who are satisfied with standard products. That's nice. But we go the extra mile to create personalized solutions for our customers. »

He knows the business inside out. As a qualified banking expert, Marcel initially worked as a private client advisor, later as a trained portfolio manager, heading the portfolio management department and working in Zurich as a senior advisor. He has been involved in all aspects of asset management for over 25 years. He has built up asset management for trust companies and was the managing director of an internationally active asset management company until he became self-employed.

Marcel loves cycling. Although his bike doesn’t cost a fortune, riding it works in exactly the same way as creating one: if you have a strategy and make an effort, you will get ahead and reach your goal.

Michael Jent
Member of the Board of Directors

Michael Jent

« Whether it's a business suit or investment advice, if it’s tailor-made, it will fit better in any case: you feel more comfortable and secure all round. »

With 33 years of banking experience in various disciplines, Mike decided to become self-employed and to offer his knowledge, experience and network to various market participants. He operates flexibly in the environment of smaller, well-positioned banks, independent asset managers, asset managers and fund management companies. Since 2012 Mike has been advising various financial service providers and holds various board of directors mandates in the financial industry.

Mike can wait. For the right moment. What is often decisive in business, the experienced mountain stream fisherman also practices in his leisure time. And is successful there too.

better together – together better