// Partners
Who we work with.
In the investment business, we work with selected banks and brokers. These partners give you access to robust custody accounts and platforms, and reflect our independent positioning.
Core Partners
A selection of our most important partners in the investment business. For our clients, they provide direct access to their respective account portals and logins. For advisors and intermediaries, they show the network of banks and platforms available through us.
V-BANK
Custodian bank for independent wealth managers. Access to your custody account and ongoing statements.
Go to Client PortalINTERACTIVE BROKERS
International broker with broad market access. The basis for investment strategies across a range of asset classes.
Go to Client PortalATVANTIS WEALTH MANAGEMENT LLC
Our partner for wealth management. Through this cooperation, we arrange professional management based on clearly defined strategies.
Learn more// Insurance
Truly Independent & Unbound
In the insurance business, we deliberately avoid tied partnerships or fixed lists of providers. As an independent broker, we select the solution that fits your needs from the entire market, with no ties to a single provider.
Talk to us.
Whether you're a client with a question or a broker interested in working with us, reach us directly by phone. For a more detailed inquiry, our contact page has the form and all other ways to get in touch.