Ethos Gestion de Patrimoine is a swiss company of independant wealth management affiliated and supervised by AOOS.

 
Our top concern is the satisfaction of our clients. We focus on building long-term relationships with all of them. Discretion, earning trust, continuity and sustainability are the cornerstones of our business model.
               

Our objectives

Our priority is to serve, to protect and to defend the specific interests of each of our clients. Our objectives consist in protecting the family wealth, making it grow, and securing the transmission to next generation. In light of an industrialisation, standardisation and even a digitalisation trend of the management of their wealth reported by our clients, we favour a tailor-made and flexible approach for each of them, by taking into account their very specific needs. Furthermore, we review and improve the costs efficiency and focus on transparency.

         
   
   

Our experience

All our collaborators have more than 25 years of experience in the banking sector. Each of them occupied a rank of Director or Authorized agent with UBS AG and held positions with high responsibilities in financial markets and private wealth management on the national and international level. Each of them holds a university or equivalent degree in economy, a very good command of german and english as well as specific qualifications obtained during his professional career. Additionally, our team benefits from very complementary skills to the service of our clients. We also collaborate with a network of external specialists recognized at the national and international level (lawyers, tax experts, real estate experts etc.)

In order to guarantee a service of irreproachable quality and secure privileged conditions to our clients, we also set up a partnership and close collaboration with first-rated banks.

 
   
This information is a general description of Ethos Gestion de Patrimoine only. Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice. No information set out above constitutes advice, an advertisement, an invitation or a solicitation, to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all juridictions. Webmaster and design stephanewicky@hotmail.com