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Modern investment management for your sustainable progress. 


A grounded, human approach – powered by state-of-the-art technology and research.


"In a world full of market noise, we offer not speculation, but systematic approaches. Our goal is to make the precision of institutional investors accessible to every private investor."

Sascha Konjevic
Founder of Conseillers Suisse SA
How it works

The intelligence of the markets, mastered for you

Financial markets are constantly changing and often very quickly – that’s why you need a partner who navigates this dynamic investment landscape with confidence. We combine modern simulation and optimization systems with solid human expertise to develop a portfolio that is precisely tailored to your personal goals. This way, you as a private investor benefit from the discipline, structure, and precision of institutional asset management.

Individual solutions for your personal objectives

We develop modern investment strategies precisely tailored to your goals and needs. Through broad diversification across various asset classes and sectors, we ensure your portfolio is robustly positioned to remain stable throughout diverse market phases.

Systematic investment strategies based on rigorous analysis 

Our decisions are based on careful quantitative analyses and proven models. This reduces speculation and creates a structured path to achieving your financial goals.

Advisory committed exclusively to your well-being

As an independent and regulated Swiss wealth manager, we are subject to the supervision of the Swiss Financial Market Supervisory Authority (FINMA). Your interests always come first. We are convinced that every individual deserves world-class guidance to successfully realize their financial goals over the long term.

The balance between returns, taxes, and risk

Our core strategy is based on balance. We focus on maximizing your returns while prioritizing tax efficiency and risk reduction. We firmly believe that everyone deserves a clear path to successfully advance their financial life.

A self-developed technology platform with a personal touch

Our optimization engine models tens of thousands of investment options to create a portfolio that is precisely tailored to your investment needs, risk tolerance, and overarching financial goals.




A holistic approach to wealth management

To maximize your wealth as effectively as possible, your entire financial life – investment statistics, taxes, insurance, retirement planning, and estate planning – must be interconnected in a holistic approach. Your personal financial planner coordinates with a team of experts to piece together these various components into a complete picture. This opens up new avenues for you to build, grow, protect, and preserve your wealth.

Financial Planning

Our holistic approach unites all aspects of your finances.

Retirement Planning

Create a roadmap for a retirement you can truly look forward to.

Investment Management

Independent advice that serves only your interests.

Insurance Guidance

Expert check: Which insurances are necessary and which are unnecessary?

Tax Planning

Discover tax-efficient strategies to secure your wealth.

Estate Planning

Plan ahead: Estate planning to protect what matters.

Financial planning resources

Tools and strategies for your financial success

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