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Guiding You to international diversification

Overview of our Offshore Banking Services

As an independent asset manager, providing you with the knowledge and resources you need to internationally diversify is what we do best. Without commission incentives and conflicts of interests, we are able to deliver recommendations that solely serve your best interests.

We partner with several first-class private banks in Switzerland and Liechtenstein, which act as custodian banks for our clients' accounts. Our asset management principles are guided by conservative, long-term oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio, which will be insulated against US Dollar depreciation, yet capitalize on overseas investment opportunities.

Each client maintains an individual and segregated account with the bank in their own name or in the name of a legal entity. We manage every account separately under an individual, tailor-made mandate. There is never any co-mingling of assets between clients.

We work closely with each client, taking into account personal circumstances, age, time horizon, available capital, investment needs, risk appetite as well as preferences. The importance of our familiarity with international clients is that we are already sensitive to your needs and concerns.

Investment Philosopy

Our knowledge and insight into the stock market enables us to build a unique investment portfolio which offers a counter balance to the portfolios you already hold at home. In order to make sure that you can fully benefit from international diversification, we exclude the US dollar and US stock market from the portfolios we build. While we do offer various strategies depending on your risk profile, we believe that focusing on capital preservation and maximum safety should be the investment priorities.

We focus on four main asset classes, stocks, bonds, precious metals and foreign currencies. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we will educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach. We focus on providing expertise in Swiss, European, Canadian and Far East markets. Our connections with Zurich’s banking world gives us access to the best research and trading opportunities in our home markets.



Pilatus - Permanent Portfolio
You would like to dip your toe into the waters of international diversification with a standardized moderate investment portfolio.

Account Minimum: US$ 250,000
Management Fee: 1.2% per year (minimum of CHF 2800 per annum) 
Concierge Services: Charged on an hourly basis as incurred

Asset Management
You would like to profit from international diversification and want a tailor-made investment portfolio at the custodian bank of your choice.

Account Minimum: US$ 500,000
Management Fee: 1.5% per year up to $5 million (minimum of CHF 8000 per annum) 
Concierge Services: Charged on an hourly basis as incurred

Dom - Concierge Level
Additionally to having an individualized investment strategy you are looking for even more personalized service by getting access to concierge services and a yearly personal visit.

Account Minimum: US$ 1,000,000
Management Fee: 1.5% per year (minimum of CHF 8000 per annum)
Flat Fee: CHF 10,000 per year
Concierge Services: 20 hours a year included