3
Total investments
0
Early stage
0
Mid stage
0
Late stage
18y
Years active
Portfolio
1 investments ยท sorted by recency
All investments
Early stage
Mid stage
Late stage
Board member
May 2019
We have been helping people manage their wealth since the 1700s. Today we cater to a select private and professional clientele who turns to us for personalised portfolio management, advisory and wealth services.
Our clients are wealthy individuals and families, independent financial advisors and professional institutional investors. While they come from a wide variety of backgrounds and pursue a wide variety of goals, they all expect the same high levels of quality and expertise from their advisor. They also all share an appreciation of the personal side of banking. Whether managing their money, providing advice or supporting them with specific wealth-related services, we always keep this in mind.
Experience ยท 4 entries
All (4)
Investments (3)
Board (3)
2019
B
Banque Cramer & Cie SA
Board Member
May 2019
Board member
May 2019
We have been helping people manage their wealth since the 1700s. Today we cater to a select private and professional clientele who turns to us for personalised portfolio management, advisory and wealth services.
Our clients are wealthy individuals and families, independent financial advisors and professional institutional investors. While they come from a wide variety of backgrounds and pursue a wide variety of goals, they all expect the same high levels of quality and expertise from their advisor. They also all share an appreciation of the personal side of banking. Whether managing their money, providing advice or supporting them with specific wealth-related services, we always keep this in mind.
2011
S
SFO partners SA
Partner
Feb 2011
2008
B
Banque Cramer & Cie SA
Board member
Oct 2008
Investment activity
2008โ2019 ยท 3 investments
Recent (last 2 years)Earlier
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