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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

US equities: reasons to be cheerful, reasons to be fearful

Since its June lows, the S&P 500 has rebounded more than 15%. Is this the beginning of a new bull market or an opportunity to further reduce po [...]

The week in seven charts
The week in 7 charts

The summer rally continues Non profitable stocks and cryptos coming back to life, as US inflation finally gives investors some breathing space. E [...]

Has the stock market hit bottom?

It seems that equity and bond markets now believe that the Fed will get inflation under control and that it will soon pause its rate hikes cycle, w [...]

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