Who we serve
A reliable partner for banks and wealth managers.
We stand alongside banks and wealth managers as a reliable partner. With over 100 years of experience in private banking and close collaboration with leading industry players, we support your clients competently and discreetly — exactly as you wish, in the buying and selling of assets. We are at your side as a partner in every phase.
Our collaboration
Value through partnership.
The introduction of passion investments — especially gemstones — succeeds best when bank and specialist provider work closely and efficiently together. Our approach is built on three pillars: transparency, security and shared value creation.
Transparency
Open communication, clear cost structures and traceable processes in every phase of collaboration.
Security
Certified laboratory analyses, insured custody in bank vault or Swiss bonded warehouse and complete documentation.
Shared value creation
Added value for your clients, strengthening of your advisory services and new revenue streams through structured collaboration.
Collaboration concepts
Individual concepts for shared occasions.
Joint marketing & co-branding
Exclusive sales rights for client portfolios
Private showings for premium clients
Client events ("Passion Investment Day")
Bank event — sample agenda
Passion Investment Day.
01
Reception & welcome
02
Keynote — Passion Investment (bank)
03
Interview — The Family Dynasty since 1744 (joint)
04
Panel discussion: The asset you can hold / actual investment problems
05
Preview of a new collection / art collection before publication or flight show
06
Networking and complimentary gemstone and jewellery appraisal at current value (us)
Goal
The shared vision.
We combine your strength as a bank / wealth manager with our expertise as a tangible asset specialist — for an investment that creates value and resonates emotionally.
Banking perspective
Why a curated solution creates added value.
We understand the banking perspective, where potential liquidity outflows are not welcomed. At the same time, we are convinced that a structured collaboration in this area offers significant added value for your clients: through a curated, bank-adjacent solution, clients are actively protected from fraudsters and opaque market participants.
We have already successfully implemented a comparable model with banking partner(s) — made possible in particular by our family office heritage and a tradition dating back to 1744. There, the topic of gemstones is firmly integrated into the advisory of clients with liquidity positions of approximately EUR 50 million and above. The result was a significantly increased client satisfaction in this client category, and in several cases clients were able to save substantial amounts compared to traditional jeweller purchases through the structured guidance.
We are aware that banks, and especially Swiss banks, follow a particularly high level of regulatory and cultural responsibility. At the same time, the gemstone market is increasingly becoming an established part of the international banking world.
A curated, bank-adjacent solution could not only create significant added value for your clients, but also ensure that this topic is addressed within a trusted and high-quality framework.
A conversation at eye level — without sales pressure.
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