Experts

Our background

We are a team of financial services experts mainly from Asset Management, Wealth Management, Wealth Assurance and Tax.

We have held senior positions in banking and insurance services for decades. None of us could have imagined that we would experience

• a long phase of low interest rates and hence a necessity to rethink personal financial affairs completely
  
• a period during which private investors struggling to earn any profit on their low risk investments
  
• largest financial institutions can come to the brink of failure (counterparty risk)
  
• Contractual agreements have a tendency to “legal fraud” and even states will be bankrupt
  
• subsequent government interventions lead to standstill and loss of innovative strength
  
• private financial affairs of ordinary citizens are suspected and a few states become so powerful that they can force an exchange of information
  

Our team is currently being expanded and we are constantly staffing regional locations with consultants who have proven expertise in financial advice. By this way, we want to guarantee you personal support close to your place of residence.

Urs Meier (Junior)

Portfoliomanagement
Sales Institutional Clients

Contact

«Every nation, whether rich or poor, powerful or feeble, can at any hour once again adopt the gold standard.»