Admin, consolidated reporting, personal bookkeeping and coordination across your ecosystem, delivered with institutional discipline
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We are not asset managers, and we never will be. That is what makes us neutral.
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We work with families, entrepreneurs, investors and companies, both in Switzerland and internationally.
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Discretion and data security sit at the core of everything we do.
Services
We take full ownership of the operational layer so your ecosystem runs at its best, allowing you to focus on what matters.
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The complete operational backbone of your day-to-day — documents, deadlines, third-party coordination, centralised KYC.
• Document collection & organisation
• Centralised KYC & onboarding
• Deadline tracking & follow-up
• Personal accounting
• Third-party coordination
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A single, real-time view across all financial and non-financial assets — structured precisely the way you need it.
• Bank accounts, securities, insurance
• PE/VC: capital calls, distributions, NAV
• Non-financial assets (properties, collectibles, etc.)
• Cash projection & monitoring
• Fee & cost tracking
• Client-defined reporting cadence
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An everyday partner for what comes up, and a steady hand on bigger projects.
• Administrative support for your transactions
• Relocating your registered office
• Preparing and coordinating board or shareholder meetings
• Setting up a holding structure or SCI
• Restructuring a group (mergers, spin-offs, intra-group reorganizations)
• Coordinating an audit or a tax filing across advisors
A dedicated operational backbone — without the overhead of an internal team. We sit at the centre, so that everything runs with precision.
Your challenge
Our Solutions
01
Exhausting operational management alongside strategic decisions
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Centralised, secure and up-to-date data. Admin, legal, capitalistic and financial oversight across all structures.
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Cost and complexity of hiring and managing full-time staff
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Deep knowledge of your structures, ensuring responsiveness and consistency.
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Multiple actors with limited communication and coordination
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Central coordination across all stakeholders — visibility over structures, costs and fees.
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No cash flow visibility across entities, holdings and jurisdictions
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Complete overview of all financial and non-financial assets with granular detail access.
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Time-consuming onboarding that slows down every opportunity
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An everyday partner for what comes up, and a steady hand on bigger projects.
The team
Founder
Anne-Laure brings over 25 years of hands-on experience in banking, family office and private equity environments. She has worked within and alongside leading organizations giving the insight, network and discipline to deliver the highest standard.
Analyst
— 2+ years in financial services audit - EY
— Top 5 - French Business School
Analyst
— 2+ years in financial services consulting in asset management - PwC
— Top 5 - French Business School
Pricing
No two clients look alike. Whether it is a single project, a recurring monthly rhythm or a full operational set-up, every engagement is bespoke.
The scope defines the fee, and we agree on it before we start.
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Initial setup, data collection, structure mapping and team briefing.
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Ongoing operational coverage, reporting and stakeholder coordination.
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Ad hoc tasks, specific reviews or one-off operational support.
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Defined scope, timeline and deliverable for larger discrete mandates.