We have been helping people manage their wealth since the 1700s. Today we cater to a select private and professional clientele who turns to us for personalised portfolio management, advisory and wealth services. Our clients are wealthy individuals and families, independent financial advisors and professional institutional investors. While they come from a wide variety of backgrounds and pursue a wide variety of goals, they all expect the same high levels of quality and expertise from their advisor. They also all share an appreciation of the personal side of banking. Whether managing their money, providing advice or supporting them with specific wealth-related services, we always keep this in mind.