Team overview

Thomas Fritz

Partner

Mr. Fritz previously worked at Vontobel Swiss Wealth Advisors, advising U.S. and international families on long-term capital preservation, portfolio construction, and jurisdictional diversification. Prior to that, he worked at UBS Swiss Financial Advisors and Credit Suisse Private Advisors AG, where he designed and oversaw bespoke wealth and investment solutions for clients across multiple jurisdictions. Mr. Fritz is a full member of the Society of Trust and Estate Practitioners (STEP) and holds the Trust and Estate Practitioner (TEP) designation. In addition, he is a Chartered Alternative Investment Analyst (CAIA) charterholder and holds a Master’s degree in Business Administration from Vorarlberg University of Applied Sciences. Mr. Fritz enjoys practicing martial arts, spending time with his family, and travelling. He is a Swiss citizen.

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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.

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Advisory Accounts

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

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Financial Planning

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

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Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

Learn more

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

Learn more

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.

Thomas Fritz

Partners