Mission / Values
Compagnie Privée de Conseils et d’Investissements SA is an independent provider of investment advice. It grew out of the bank AAM Banque Privée (formerly Atag Asset Management SA), which had been in business since 1917 and whose sole shareholder, La Banque Cantonale de Bâle, decided to sell the Geneva branch in 2010.
Since Compagnie Privée de Conseils et d’Investissements SA voluntarily gave up its status following the transfer of assets to Hyposwiss Private Bank Genève SA in August 2017, it no longer operates as a securities trader on behalf of clients and as a result, is no longer subject to the Swiss Federal Act on Stock Exchanges and Securities Trading (LBVM). Our company now offers financial, real estate and art-related services and is planning to introduce a range of family office services.
Independance
Compagnie Privée de Conseils et d’Investissements SA combines a rigorous approach to its work with the flexibility of a business on a human scale.
It provides fast, personalised, independent services to banks, wealth managers and other local economic actors.
Integrity
We take a stringent approach to risk management and comply meticulously with the regulations in effect to merit and maintain the trust you place in us.
We put your interests at the centre of our concerns and work with all the rigour that implies.
Transparency
You will have access to all the information you might find useful (documentation, data, graphs, tables, etc.).
Confidentiality
Discretion is essential in how we work. We take every care to deal with your requests in complete confidentiality and with the utmost propriety.
Your calls and requests will be handled only once we have formally checked your identity and we make every effort to secure your data.
Board of Directors
