Wealth Management

Wealth management

As an independent asset manager, we take a holistic approach to managing your portfolio and select investment solutions that are aligned with your long-term wealth strategy. Based on your risk profile and return expectations, we develop a tailored investment strategy and implement it consistently through a structured investment process.

Our investment process

Investment committee

Strategic allocation

Our investment committee, comprising experienced senior partners, consistently aligns asset allocation with the goal of long-term wealth creation. We complement this expertise with research from leading banks and analysts, which we systematically evaluate using AI-powered tools. This enables us to process extensive streams of information efficiently and leverage them to identify relevant market developments at an early stage.

Independent selection

Investment approach

Best-in-Class Selection with the targeted use of active funds where they offer sustainable outperformance and meaningful diversification. Elsewhere, we rely on cost-efficient ETFs. Our approach is based on institutional-grade market data, a proprietary database and a global network across alternative investments, complemented by continuous dialogue with market participants and insights gained from international conferences.

Broad & Institutional

Investment universe

A broad, strategically aligned investment universe tailored to the investor profile, liquidity requirements and portfolio size. Access to institutional share classes and specialised solutions across all major asset classes:
Money Market, Bonds, Equities and Alternative Investments.

Investor profiles & currencies

Portfolio structure

Diversified, clearly structured portfolios across asset classes, regions, sectors and currencies, tailored to defined investor profiles — Income, Return, Balanced, Growth and Dynamic — and aligned with the reference currencies CHF, EUR, USD and GBP.

Investor profiles

Our multi-asset mandates are available across different investor profiles and tailored to your individual investment objectives.

Our custodian banks

Aargauische Kantonalbank

Basler Kantonalbank

BNP Paribas

DC Bank

Deutsche Bank

Julius Bär

LGT

Lombard Odier

Luzerner Kantonalbank

Pictet

St.Galler Kantonalbank

Swissquote

UBS

Vontobel

Zürcher Kantonalbank

Zuger Kantonalbank

Decide which type of mandate suits you.

Leave the investment decisions to our experts. They always act based on your individual investment profile and the guidelines we define together.

Take an active role in your investment decisions and draw on the expertise of our specialists. You stay in control while benefiting from strategic and portfolio-related advice.

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Our investment process

Investor profiles

Our custodian banks

Decide which type of mandate suits you.

Discretionary mandate

Advisory mandate