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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 26Bn
Assets under management
27.8%
CET1 solvency ratio
1996
Founded
6
Offices
44
Awards
*audited figures as at 31.12.20

Latest publications

Off times for Emerging Market Sovereign Bonds

Instability in EMs means sovereign bonds are subject to pain in the short term.

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Captain America

Over the past decade, European equities have substantially underperformed US indices. What are the reasons behind this trend? Should we expect a re [...]

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Treading Through Monetary Policy Normalization

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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