1. Conduct business in an honest, fair, transparent and professional manner.
2. Carry out work with due skill, care and diligence, and ensure that any staff employed have the necessary skills to carry out their tasks.
3. Ensure that clients are provided with terms of engagement which are fair and clear. These should meet all legal requirements and relevant codes of practice including reference to complaints-handling procedures and, where it exists, an appropriate redress scheme.
4. Do the utmost to avoid conflicts of interest and, where they do arise, deal with them openly, fairly and promptly.
5. Not discriminate unfairly in any dealings.
6. In all dealings with clients, ensure that all communications (both financial and non-financial subject matters) are fair, clear, timely and transparent.
7. Ensure that all advertising and marketing material is honest, decent and truthful.
8. Ensure that all client money is held separately from other monies in appropriately designated accounts and is covered by adequate insurance.
9. Have adequate and appropriate professional indemnity insurance or equivalent in place that complies with the RICS Rules of Conduct. Having proper cover is a key part of managing your risk.
10. Ensure that it is made clear to all parties with whom you are dealing the scope of your obligations to each party.
11. Where provided as part of the service, give a realistic assessment of the likely selling, buying or rental price, associated cost of occupancy or of the likely financial outcome of any issues, using best professional judgment.
12. Ensure that all meetings, inspections and viewings are carried out in accordance with the client’s lawful and reasonable wishes, having due regard for the security and personal safety of all parties.

Vision

We are the first port of call for direct real estate investments on a consultancy basis (separate account) in the German-speaking regions of Switzerland.

Strategy

We fulfil our clients’ ambitious objectives by drawing on the skills and expertise of our highly qualified employees, improving processes on a continual basis and deploying our first-class network in a focused and targeted manner.

Values

We are client-focused, act with integrity and continuously strive to achieve excellence. Our stringent ethical standards compel us to act reliably and sustainably.