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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 27.6Bn
Assets under management
23.8%
CET1 solvency ratio
1996
Founded
6
Offices
51
Awards
*audited figures as at 31.12.21

Latest publications

Is Ethereum’s long-awaited “The Merge” upgrade a game changer?

The price of Ether (ETH) rebounded strongly in July. Renewed risk appetite certainly played a role, but some investors are looking positively at a [...]

The week in 7 charts

US employment back to pre-covid levels Energy sector carrying the S&P 500 earnings growth, while Fed rate hike expectations rise again. Each w [...]

10 timeless personal investment principles

This summer has left investors with very little time to relax. Nevertheless, it is a good time to (re)consider some basic principles of saving and [...]

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