Overview

We are an independent financial institution, built by entrepreneurs three generations ago, and focused on helping other entrepreneurs, high-net-worth individuals and families effectively meet the challenges they face.

Our tailor-made global asset allocation and portfolio management services are built around your unique investment profile and needs. We build long-term solutions that balance wealth preservation and capital appreciation, while always working towards your objectives.

Our client-oriented approach to wealth management is holistic, and built on long-term, productive and trusting relationships.

Our offering revolves around the following pillars:

Tailored

We are traditional and proud of our history. But we are not afraid to embrace the modern world and harness the latest innovations to drive our services forward. We relentlessly challenge ourselves.

Your needs and objectives are always our starting point, and the tailored solutions we create leverage our expertise and track record, robust infrastructure and fully open architecture.

Independence

We are proudly unbiased, as it allows us to always work towards creating the best results for our clients.

As a multi-generational institution, we believe that independence should be at the heart of everything we do. This is what has made us valuable and trusted partners.

Quality

We are hard workers, systematic and value the quality of our work. Relentlessly aiming to deliver high-end services to our clients, to their full satisfaction, is our ultimate objective.

Your objectives guide our investment strategy. We build dedicated portfolios that balance capital preservation and appreciation, always working towards your specific financial targets. You are unique. Your investment portfolio should be too....
Portfolio management doesn’t need to be complex and bureaucratic. We are flexible, building our service on productive relationships and a disciplined approach to portfolio advisory and asset management, coupled with more than five decades of track record and expertise. Every one of our clients is unique, and every one of them benefits from global asset allocation suited to their needs and risk appetite....
The success of our approach to identifying and selecting investment ideas depends on understanding you and the environment you operate in. The markets our clients live and work in are dynamic, and so are we. Ongoing research helps us understand the world better and leverage the newest technologies and insights to help our clients adapt and thrive....
We make wealth & asset management simple. The CIGP e-Platform puts everything you need in your pocket. A simple, secure and comprehensive way to view your investment positions, transactions, performance, market information and analytical data. Flexible, transparent wealth & asset management that works for you, wherever you are....