Who we are

Our Mission

  • To preserve and grow assets in real terms
  • To achieve attractive risk-adjusted returns and minimise the possibilities of permanent losses over a full investment cycle
  • To develop a close, long-standing and transparent business relationship with our clients
  • To be flexible in our approach in order to grasp opportunities
  • To be humble, patient and creative

About Us

We are a privately-owned group, established in 1993, specialized in Structured Credit, Fixed Income and Structured Products & AMCs and offer Paying Agent, Placement Agent, Custody and Wealth & Asset Management services.

We serve private and corporate clients and represent leading financial institutions.

We operate as a licensed securities firm under the regulations of the Swiss Financial Market Supervisory Authority (FINMA), the Israeli Securities Authority (ISA), the Securities & Futures Commission of Hong Kong (SFC) and the SMV in Panama. 

We base our actions on sound analytical foundations, are willing to challenge each theorem, finding and belief, and are open to adapt and change when indicated.

We believe we have the capabilities and courage to stand out when necessary and we do not conform to majorities if we believe it could harm our clients and partners.

We use and implement the latest technology and academic findings when appropriate and approach issues with interdisciplinary skill sets.

We are dynamic and proactive, at times pioneers, and offer our services to a diverse audience. Our experience, our way of thinking and our approach to business are what set us apart.

We try at all times to act in ways that maintain our integrity and credibility.

We draw energy, meaning and fun in our work from helping our customers to sustainably achieve their long-term goals.

About our Logo

Our logo displays the pentagonal dodecahedron, a Platonic solid that dates back to the Greek mathematician Pythagoras which was later named after the Greek philosopher Plato. The Dodecahedron is a complex geometric structure made of equal sides, angles and faces displaying 20 vertices, 30 edges and 160 diagonals. Plato paired each of the platonic solids with a classical element (fire, earth, water, air, and ethers/universe). He believed that these three-dimensional shapes were the building blocks for the creation of everything—in us, around us and beyond. During the Hellenistic era, small, hollow bronze Roman Dodecahedra were made and have been found in various Roman ruins in Europe. In 20th-century art, Dodecahedra appear in the work of M.C. Escher, such as his lithographs Reptiles (1943) and Gravitation (1952). In Salvador Dali’s painting The Sacrament of the Last Supper (1955), the room is a hollow regular Dodecahedron. Gerard Caris based his entire artistic oeuvre on the regular Dodecahedron and the Pentagon, which is presented as a new art movement coined as Pentagonism. (Source: Wikipedia)

With its universal, mathematical foundation, it transcends time, geographical locations and cultures. We identify with the complex nature of the Dodecahedron and see similarities in the Products and Services we provide, which at first might appear complex but when analysed more closely, reveal the structured and transparent arrangement of multiple basic rules and norms.