The company was founded in 2007 by entrepreneur Hellmut Schümperli and private banker Alex Borissov. Joined by Alex Rabian, a veteran expert of the Swiss legal and compliance environment, they created a solid base to convert their vision into reality:

Δ To be a leading name in the Wealth Management industry by bringing together a wealth of experience and the best wealth management practices from all sectors.

Δ To be the portal to highest standards of financial services and opening the door to a unique platform for global networking where integrity, entrepreneurship and professional excellence meet.

Δ To continue to grow and to actively search for better ways of doing business.