Matthias Erny
Partner
Mr. Erny previously worked for over a decade as a Senior Relationship Manager at Julius Baer in Zurich with a focus on European and Israeli clients. Prior to that, he worked in the Treasury and Finance Department of Credit Suisse before joining the Relationship Management Team in Zurich. He started his career in the Insurance Business at Nationale Suisse. Mr. Erny holds an Advanced Swiss Federal Certificate of Higher Education in Business Administration and is a Certified Wealth Management Advisor (CWMA) (SAQ). He dedicates his free time to the Motion Picture Industry and to charitable initiatives for a nonprofit foundation. He is a Swiss citizen.
Services
Strategic Partnerships for Financial Excellence
Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
Your Partner in financial freedom
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
Matthias Erny
Partners
