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About

Our story

We are two empowered female Managing Partners united in our mission to refresh wealth management.

Together with our CIO, Mikaël and with a combined total of over 90 years of industry experience we have seen it all.

From financial crises and market volatility to generational transfers, we have accompanied and supported our clients at every step.

As a Swiss company with an international team, we pride ourselves on our core values and our commitment to accompanying families on their investment journey.

Let us use our expertise and experience to guide you towards financial success.

Your Team

Nicole Curti

Managing Partner – CEO

Wealth Management

Yasmine Bouzourene

 Managing Partner - COO 
Portfolio Management & UHNW Client Servicing

Mikaël Safrana

Chief Investment Officer
Multi Asset Class

David Lamarque

Head of investments
Multi Asset Class

Kristian Bader

Board member
Board

David Alexander

Portfolio Manager

Portfolio Manager

Aryé Zafrany

Portfolio Manager
Portfolio Manager

Aline Braff

Executive Assistant and Office Manager
Office Management and Compliance

Davy Berguig

Apprentice in Wealth Management

Apprentice in Wealth Management

Our values

one
Authentic
Our integrity and independence are our greatest asset
tree
Humble
We are proud of our unique team strength and value the power of our collective efforts
two
Multicultural and Multigenerational
It is crucial for us to mirror our clients
four
Agile
Providing access to innovative investment opportunities in an everchanging landscape