At your side, like your own family office

Choose your private bank on real data: fees, performance, negotiated terms.

From 1 million CHF/EUR/USD

Selection & negotiation of your private bank

We assess your current wealth manager, or select the right one

Access the whole market, compare on identical terms, sign at negotiated conditions.

Costs
Performance
Management skills
Service quality

An institutional method applied to your private wealth.

We structure the selection process, analyse the proposals and negotiate the terms on your behalf. Then, for 12 months, we monitor the results: we stay by your side after the account is opened.

0 retrocessions

0 commissions from the selected institutions

You are our only client

Our aim: the savings negotiated on your fees cover all or part of our fee from the first year. The right wealth manager, in turn, counts for every year after.

Confidential conversation, no commitment

The challenge

Why is it so hard to assess a wealth manager?

Information hard to access, and complex to analyse.

A vast, segmented market

More than 80 private banks, 14 cantonal banks and nearly 1'300 independent wealth managers make up the Swiss market.

We identify the firms best suited to your profile and consult them through a request for proposals — you choose from the whole market, not from three familiar names.

The fees you see — and the ones you don't

FX margins, in-house products, flat minimums: part of the fees never shows on your statement. And pricing, never published, can vary by a factor of two from one bank to another.

Understanding the true cost of wealth management →

We reconstruct the total cost according to your profile and assets, then negotiate the most suitable terms — you finally know what you pay.

Investment skills that are hard to compare

Performance depends on many factors — investment universe and process, strategic allocation, active or passive management, security selection, currency effects… — whose respective impact is hard to isolate.

We analyse the risk-adjusted sources of performance, and assess the investment team and process — you compare skills, not brochures.

Service quality that is rarely measured

Beyond financial criteria alone, other aspects matter just as much: the team's availability and stability, quality of advice, access to specialists, credit solutions, e-banking functionality, clarity of reporting.

We compare each institution's ability to sustain, over time, the services that truly matter to you — you know what it will sustain over time.

We give you access to the market and apply a rigorous method to compare offers on a like-for-like basis, then track results over time.

Confidential conversation, no commitment

Our Approach

Diagnose. Select & Negotiate. Monitor.

A transparent, conflict-free process to turn private banking selection into a structured, comparable and monitored decision.

01.

Diagnose

We clarify your investment objectives and risk profile before assessing your current banking setup.

02.

Select & Negotiate

We tender across all eligible wealth managers, select the right private bank with you, and negotiate terms.

03.

Monitor

We track performance, costs, risk and service quality with consolidated online reporting across all providers.

Discover our approach →

Our fees

A fee structure as transparent as our analysis.

One single fee, for institutional-grade governance.

0.25% of the assets covered by the mandate · CHF 3,500 minimum

One-time fee — 12 months of monitoring included.

Beyond the 12 months, should you wish to continue: ongoing monitoring at 0.10% per year, with no minimum term.

Paid solely by you, we receive no retrocession, commission, or benefit from any institution — that is the condition of our independence. A cost that the terms negotiated upfront can offset, in whole or in part, from the very first year.

Confidential conversation, no commitment

Our team