Added and forward-looking value
Agile, sustainable and innovative: we combine clear values with forward-looking investment solutions that add value.
We have been serving institutional clients with determined solutions in the areas of infrastructure, manager selection and traditional investments for more than 20 years. We are also innovative in developing ground-breaking investment solutions in selected niches thanks to our entrepreneurial background and proximity to our clients.
What you can count on
Active investment expertise
Our experienced portfolio managers take investment decisions on a daily basis, based on long-term principles and our investment experts’ in-depth and independent financial analysis.
Client focus
Genuine client focus has been in our DNA since we were founded. We fully safeguard our clients’ interests and are committed to providing independent advice free of conflicts of interest.
Sustainable added value
Our aim is to achieve sustainable investment success with our solutions. Added value means preserving assets and generating an attractive long-term return.
Focus
We are experts in innovative investment solutions in selected niches and investment portfolios where we can actively add value.
Aktuelles
Trade war and slumping stock markets
The trade conflict instigated by Donald Trump has led to sharp falls on the international stock markets – including in Switzerland. This development has meant that most of the stock market gains of the last 12 months have been lost again.
Market commentary 2rd quarter 2025
Since the beginning of the year, market breadth has increased noticeably both regionally and at index level – a sign of broader participation in the upswing. The dominance of the large US technology companies thus appears to have been broken.
Market commentary 1st quarter 2025
2024 will go down in the history books as an above-average year for equities. Much will depend on political decisions next year, not only on the new US government but also on the reactions of Europe and China.