Trading floors, forex, OTC derivatives, private banking, finance leadership. A career built inside the institutions, not alongside them.
No parent bank, no products to push.
Every engagement draws on the right specialists — lawyers, fiduciaries, tax advisors, real estate experts.
For business owners who need a strong financial partner, without hiring a full-time CFO.
Documentation from information memorandum to due diligence, with legal and tax advisors coordinated end to end.
Cash flow optimization, capital structure, and cost control for SMEs and family holding companies.
Strategic guidance through succession planning and corporate restructuring.
For those with complex holdings who want an outside view on who's managing their wealth, and what it really costs.
A full review of asset allocation, with a clear check on what custodian banks are actually charging.
Coordination and oversight of digital assets within a broader wealth strategy — custody, tax treatment, integration with the traditional portfolio.
Independent guidance in choosing external asset managers or investment banks, free of conflicts of interest.
Oversight of the lawyers, fiduciaries, and tax advisors involved in managing family wealth.
For those who treat real estate as part of a wealth strategy, not a one-off purchase.
Assessment of commercial and residential investments in Ticino and abroad, with a focus on returns and risk.
Coordination of the multidisciplinary team — architects, notaries, tax advisors — on the buyer's behalf.
Review of existing properties, with strategies for divestment or repositioning.
For independent asset managers and fiduciaries seeking specialized technical support on an outsourced basis.
Support for institutional liquidity management and currency flow optimization.
Advisory on unlisted securities and OTC instruments — selection, pricing, execution.
Streamlined onboarding, KYC processes, and management of cross-border regulatory requirements.