Being ready is a lot, able to wait is more, but first: the right moment to use everything (citation Arthur Schnitzler) – Our team with tailor-made solutions.

Company owner Philip C. Steuber

  • Over 30 years experience in the financial sector
  • Extensive activities, including management positions as well, at like CREDIT SUISSE Group Private Banking, UBS Asset Management and
    UBS Structured Trade-, Export- and Project Finance, SWISSCANTO Asset Management (100% subsidiary of ZKB, Swiss Cantonal Bank).
  • Swiss certified financial analyst and asset manager, CEFA (AZEK)
    Lic.oec. (Master of Business Administration, University of Zürich)
  • Swiss citizen fluent in German, English, French, Spanish, Portuguese
  • From third-generation bank, trustee and commodity traders families from Basel and London

Our specialists

  • The selection ranges from highly specialized as regional real estate companies, currency- and commodity-traders to general custodian banks like Credit Suisse, Cantonal Banks, HSBC Bank, Banco Santander or insurances like Swica, Allianz Suisse,…
  • The regional focus is Switzerland and according to client demands as well:
  • Europe
  • Latin America
  • Middle East
  • Asia