Wealth & Asset Management

We manage the assets of private and institutional clients. Our service range includes tailored asset management solutions and consolidated risk and performance analysis. We also offer specific investment consulting and selected family office services.

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Our Expertise

Our wealth and asset management professionals have comprehensive expertise gained over several decades and investment cycles. They possess in-depth knowledge of the asset classes they manage, enabling them to sustainably generate superior long-term real returns while balancing between long-term goals and needs and short-term behavioural aspects.

Our Expertise
Our Unique Investment Management Process

Our investment management process is based on evidence-based fundamental macro and micro analysis, enriched with quantitative overlays, as well as inputs from experts in the related fields.

As a management-owned investment boutique, we enjoy the independence required to carry out disciplined, unbiased critical thinking with short decision-making processes – the prerequisites for successful long-term investment management – while fully aligning the interests of investors, managers and investment professionals.

Our investment boutique in Israel has been licensed to manage portfolios by the Israel Securities  Authority since 2007. In Switzerland, we operate under the FINMA securities firm license.

Our strength. Our people.

The market veterans in our Wealth and Asset Management teams have more than 20 years’ experience in the financial industry and the global financial markets.

Our main priority is to create long-term value for our clients through a deep understanding of their needs, innovative approach and high commitment.

Open communication, integrity, transparency and honesty are our fundamental principles. As an independent company, we focus solely on our clients’ interests and hence aim to avoid possible conflicts.