... get advice on how to legalize your fortune
... how to comply with regulators
... what to do and when to do it
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"Your peace of mind is our purpose."
Family Office Services
Projects/Vision Realization
Do you notice with pleasure that your financial assets are growing and growing?
How do you intend to invest your assets in a meaningful way in the future?
What is your vision?
What drives you?
How do you want create long term value for the benefit of society and the environment?
What do you think is your purpose in life?
If you do think about these meaningful questions, then you are exactly right with us.
We are specialists in making your projects and your visions reality.
We do not have your visions, but we have the tools and the know how to implement them.
Your wish is our command.
We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.
Adding value
Do you have a project that does not develop according to your plans or is stalled?
Your wish is our command.
We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.
Crossborder Topics
Do you conduct business across different countries in terms of
Managing companies?
Investments?
Projects?
Taxes?
Your wish is our command.
We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.
Artificial Intelligence
You've heard of it, but you are very certain that aren´t any benefits in for you?
Welcome to the future, unlock new potentials.
Your wish is our command.
We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.
Risk Management
Managing Market Risk
Do you need help setting up, developing or adapting your market risk management system?
We are here to help you with a tailor-made, cost efficient and value-adding approach.
Managing Operational Risk
Operational risk is defined as the risk of loss resulting from inadequate or failed internal processes, people, and systems or from external events. Operational risk exists in the natural course of business activity. Failure to appropriately manage operational risk can expose firms to significant losses.
We are here to help you with a tailor-made, cost efficient and value-adding approach.
Internal Controls
An ICS encompasses the whole universe of internal control measures, which help to monitor important operational workflows in the company. Achieving corporate objectives, ensuring efficiency, secure processes, as well as detecting or preventing errors and irregularities (intentional or unintentional) are at the core of the activities.
We cover the following topics:
- Create a benefit for the company (more efficient, safer financial processes and avoiding errors)
- Compliance with legal requirements
- In accordance with KISS (keep it simple stupid), set up, structuring, documentation and maintenance of the system and of the control mechanisms
Compliance
Compliance Implementation in a organization
What is compliance exactly?
„Compliance is considered as the adherence to legal, regulatory and internal regulations as well as the observance of common standards and rules of professional conduct”.
Source: Circular of the Swiss Federal Banking Commission
We are experts in providing you with a lean, regulatory safe, state-of-the-art compliance management system that is geared towards your needs, in a meaningful, not business preventing way.
Running Compliance
Running a compliance organization can be very time-consuming, costly, and sometimes very frustrating.
We see it as our core mission to provide you a compliance framework based on an "adding value" approach, that serves you as a powerful tool for the benefit of the company.
What expectations are there to be met?
Integrity Management
Compliance is outdated...
COMPLIANCE vs..
- Adherence to laws and internal policies
- Serves to reduce risks
- Focus on individuals („bad apples“)
- Primarily managed through rules & controls
- Perceived as Compliance function responsibility, driven by the legal department
BUSINESS INTEGRITY
- Reflects societal expectations incl. laws & values
- Broader value proposition incl. risk & opp. Mgmt
- Focus on managing the organisation („trees“)
- Managed through business integration & key drivers of behaviour (leadership, speak-up, reward system, etc.)
- Management responsibility
We recommend the integrity management model for companies that are looking for a more holistic, strategic approach.
We are experts in providing you with a lean, regulatory safe, state-of-the-art integrity management system that exeeds your expectations.
Headhunting
Headcount Planning
- Demand planning and analysis
- Recruiting strategy
- Recruiting process
Your Advantage
- We will only target candidates, which fit the professional profile completely. This way, we make sure that the quality of candidates stays high at all times, while the number of candidates not suited for the given profile decreases.
- We also reach candidates, which are not actively searching. Those candidates are seldom in other recruiting processes involved and are therefore likely to choose you as their new employer.
- Due to the personal contact from the beginning, we make sure that the relationship of the candidate and the potential new employer is reinforced at all times. This will support and most likely ensure, that the lead candidate will choose you as his/her new employer and sign the employment contract.
Our Expertise:
- Long term and professional experience within Talent Acqusition / Recruiting
- Covering of all operativ und strategic profiles
- Extensive professional Network in Switzerland and Europe
- European and global candidate search in German and English
Search & Screening
- Advertisement / campaigns
- Active / direct sourcing
- Pre-screening / screening
- Shortlisting / dossier submission
Placement & Employment
- Interview / assessment center client (organisational support)
- Result consultation
- Employment contract negotiation
- Follow up candidat / client
Information Security
Principles & Practices
What we do
- Conducting security audits
- Advise you on information security
- Coaching (security awareness training)
- Advising on new threats and how you can successfully tackle them
- Developing security concepts for your IT systems
- Support, design and development of new IT systems
Information security practices protect people and business assets from threats, including cybercriminals. We operate on the three key principles of confidentiality, integrity, and availability, commonly referred to as the CIA triad. Here’s a quick look at each of these principles:
Confidentiality: When properly achieved, confidentiality prevents unauthorized access to restricted data in an organization. An organization can enforce confidentiality by implementing access controls, such as authentication and encryption.
Integrity: An organization needs to validate that data, while in transit or at rest, has not been modified from its original state. Digital signatures and encryption help maintain data integrity.
Availability: Data and access to data must be highly available and resistant to single points of failure. Data backups, redundant disks, and multiple network connections help ensure availability.
IT Standards / Norm's
We review the adequacy and effectiveness of your information security managment systems against common IT standards such as: COBIT, ITIL, BSI Basic Protection, IDW Standards or ISO Standards (e.g., ISO / IEC 17799/2700x, 22301: 2012).
Audit
An audit means reviewing the adequacy and effectiveness of an internal control system, identifying weaknesses and reporting them to the management.
- We support you with internal audits of your company as a partner and consultant (co-sourcing)
- We conduct complete audits in your company (out-sourcing)
- We help you to optimize the audit universe, design risk-based audit approaches, and improve audit processes