We believe in a new era through innovative thinking and unparalleled dedication.
That’s how we redefine wealth management excellence.
For me, being an independent partner to customers is the fundamental value and the basis for long-term and successful cooperation.
Thinking in solutions.
Oliver Schmid
Chief Executive Officer / Partner
Sandro Weibel
Senior Relationship Manager
Miroslav Bojic
Senior Relationship Manager / Partner
Sound Benefits
Entrepreneurial freedom
Our client advisors are skilled experts with an entrepreneurial spirit. And that’s exactly how you will feel when working with us: managing your own client base and operating as your own profit center, free from sales pressure or product pushing. Benefit from an attractive cost structure and a performance-oriented remuneration system.
Independence
Our client advisors enjoy access to best-in-class solutions for asset management and comprehensive wealth management at around 30 custodian banks both domestically and internationally, as well as additional selected partners. They benefit from our own centralized portfolio management and extensive research offers, empowering them to find the best possible solutions for their clients.
Cutting-edge infrastructure
No matter if you are a client-facing advisor or a specialist in our back office: working for us means that everyone profits from excellent infrastructure, cutting-edge technology, established processes and the dedication of our team.