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Actively managed,
entirely aligned.

Discretionary and advisory management from an independent, MAS-regulated multi-family office — with no commission from any bank, and your interests at the centre of every decision.

Discretionary & advisory mandates Aligned, never commission-driven Regulated by the MAS
How we work

A partnership built on alignment, independence and time.

We believe good wealth management starts with understanding people, not selling products. For nearly fifty years, our families have advised other families, entrepreneurs and institutions. That heritage continues today through independent advice, disciplined investing and long-term relationships.

Clients can choose between discretionary portfolio management, where we make investment decisions within an agreed mandate, or advisory services, where every decision remains yours. In both cases, our role is the same: to provide independent advice that puts your interests first.

Client
Sunline Sunline
Bank
Mandate & Agreement
Bank Account
Limited Power of Attorney

Investment Management

Every client has a different way of working with us. Some prefer to remain closely involved in every investment decision, while others choose to delegate day-to-day portfolio management within clearly agreed guidelines. Most relationships evolve over time as needs change.

  • Best-in-class strategies, selected on merit — always at the lowest available fees.
  • No retrocessions. We take no commission from any bank or third party.
  • Access to institutional share classes and funds usually reserved for institutional investors.
Asset classes we cover
  • Equities
  • Fixed Income
  • Commodities
  • Private Assets
  • Hedge Funds
Banking Partners

Longstanding relationships, open architecture.

We maintain longstanding relationships with eight well-known private and custodian banks across Switzerland, Singapore, Liechtenstein and Hong Kong. This scale gives our clients institutional-grade pricing and execution — terms typically reserved for the largest players.

Because we are independently owned and not beholden to any single institution, we remain free to place each client's assets with whichever partner bank best serves their needs.

Who we serve

Built for complex, multi-generational wealth.

Individuals & families

Peace of mind across life's transitions — succession, inheritance, and the transfer of values across generations.

Entrepreneurs

Building, holding and diversifying substantial personal wealth — through liquidity events and strategic transitions.

Trust companies & institutions

Quantitative rigour, qualitative judgement and active oversight for complex, professionally-managed mandates.

Endowments & foundations

Capital preservation and sustainable returns, structured to align with your mission and values.