Wealth Management

For wealth management; only one philosophy, three pillars

Tailored Solutions

Offering our clients unique investment capabilities through our discretionary and advisory mandates centred around their individual goals

Expertise

Efficient and proactive in a changing environment Truly independent

Conviction

Conviction based approach

Our investment philosophy for wealth management:

• Understanding our clients and their risk tolerance is the basis of our relationship

• Focused on helping our clients achieving their objectives

• Pro-active research of investments fitting our clients’ risk tolerance and return objective

• Highly flexible and benchmark agnostic

• Large investment universe, covering five asset classes

• Permanent risk monitoring of our clients’ portfolios

• Communication and partnership approach

• Open architecture: truly independent

• Focused on our strengths, in partnership with world class experts

Managed portfolios

• You define the Goals and the Asset Allocation, we manage it
• Strategies available in CHF, EUR and USD (Other currencies only bespoke)
• All managed portfolios may be tailored to your individual needs
• Equity portfolio, only bespoke

Advisory portfolios

• We advise, you decide
• Full decision power is in your hands at all time

Close access to industry experts