Preservation of capital and long term growth for multi-generation family
We manage a highly diversified, dynamic & opportunistic portfolio across multiple regions, asset classes & sectors.
Investment focus
Our investment strategy is built on over 35 years of experience investing in a widely diversified, international portfolio across a range of asset classes with the goal to maximize returns while minimizing risk.
Portfolio
We take a holistic and careful approach to portfolio construction, holding a diversified portfolio of assets, including those that are not historically correlated with equity markets.
Team
Our portfolio is managed by family members and supported by a tech savvy team of developers and analysts.
Charity
Beyond investing for profit, our family office is active in supporting charities across the globe solving some of the world's biggest problems aligned with the UN 17 Sustainable Development Goals.
Wealth Monitoring Platform
LE TAPYR
Le Tapyr is a Swiss company providing a private collaborative platform for western European family offices and UHNWIs actively managing highly diversified portfolios.
The platform aims to solve the complex and costly problem of maintaining a clear, up-to-date, consolidated view of the detailed allocation, risk, and performance profile of the complete family portfolio. The solution leverages technology to generate quick actionable, investable insights.
The platform aims to solve the complex and costly problem of maintaining a clear, up-to-date, consolidated view of the detailed allocation, risk, and performance profile of the complete family portfolio. The solution leverages technology to generate quick actionable, investable insights.