What do you need for the future?
Services we can offer you
Discretionary portfolio management
Monitoring markets can be stressful and that’s why we designed our approach to make investment choices as objective as possible. [...]
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Advisory
If you have the time, interest and expertise to manage your own portfolio, you can lean on our teams of specialists for their strategic and economic insights. [...]
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Mortgage financing
As part of our services to private clients, we offer mortgage financing for real estate located in Switzerland.
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Alternative investments
Are you looking for a better to way to invest?
Our clients work with us in partnership and only invest where we have already taken the risks. [...]
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CHF 26Bn
Assets under management
27.8%
CET1 solvency ratio
1996
Founded
6
Offices
44
Awards
*audited figures as at 31.12.20
Latest publications
Flash
Off times for Emerging Market Sovereign Bonds
- 20 January 2022
- 20 January 2022
Instability in EMs means sovereign bonds are subject to pain in the short term.
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Captain America
- 19 January 2022
- 19 January 2022
Over the past decade, European equities have substantially underperformed US indices. What are the reasons behind this trend? Should we expect a re [...]
SEE MOREAsset Allocation Insights
Treading Through Monetary Policy Normalization
- 14 January 2022
- 14 January 2022
Markets started 2022 with a bit of a bang for investors. Equities and bonds fell in tandem on the back of Fed minutes which turned out to be more h [...]
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