We are an experienced and reliable partner for institutional and large private investors, supporting them in planning, organizing, reporting and monitoring the investment process. We analyze complex asset structures and create transparency so that our clients can safely pilot and monitor the investment process.
Facts & Figures
Certifications: ISO 9001 & ISAE 3402
Subsidiary: Complementa GmbH Germany, Munich
Studies: Risk Check-up Study for pension funds (annually since 1995) & Family Office Study (periodically since 2009)
Legal structure: Privately held Stock Corporation by Swiss law
Locations: St. Gallen, Zurich & Munich
- 60 Experts in the service of our clients
- 160 clients serviced around the globe
- 270 Billion Assets under Reporting/Controlling
- We currently do not have job vacancies but look forward to spontaneous applications.
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Our superior quality is furthermore certified by the standards of ISO 9001:2015 and ISAE 3402 Type II.