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Meet the Team 

We provide a full range of services with relationship managment support.
Our complimentary Daily PVM "Bits Blog" keeps you in touch with global markets.

Team

Our Team of seasoned industry experts with over 75 combined years of banking, investment and compliance experience are at your disposal

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Stephan Collet

Chief Executive Officer

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Richard-Mark Dodds

Chief Investment Officer

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Elke Balters

Compliance Officer

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Alison Lazerwitz

Non Executive Director

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Our Service Providers

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Swiss Comply

Compliance ICS

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ProCloud AG

Information Technology Provider

Our Custodian Bank Partners

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Saxo Bank Switzerland 

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Bank J. Safra Sarasin

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UBS AG

Our Values

Corporate Responsibility

​As a forward-looking Asset Manager, we understand that the world's resources are finite and so we look for opportunities to invest in companies which use these efficiently.

Value

You're in control; with our partners you have full access to either trade directly or view your account in 'real-time' at anytime.

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If your account is managed you will able to view our pending orders; so you can see what we are looking to buy, and at what price.

​Transparency​​​

Whether it be from our Management and Performance fees on our managed accounts or the execution pricing on our Self Trading platform to a core principle within our investment process; value for our clients is fundamental to our identity.

Sustainability

An ever present reality is global population expansion and the effects that it will have on the environment in which we live.

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Therefore, it is essential that the companies behind the stocks in which we invest also share our ethical values to provide positive change to global infrastructure.

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