Wealth & Asset Management

In a nutshell

  • We provide investment management in mutual funds
  • We manage investment portfolios for institutional and UHNWI investors
  • We develop, assist and implement investment opportunities in private markets
  • We provide analysis of financial assets and investment consulting services
  • We provide selected family office services
  • We offer segregated account keeping and segregated asset custody
  • We work with our own in-house core banking system
  • We are a FINMA-regulated Swiss securities dealer

More specifically

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

Our investment management process and client solutions build on fundamental analysis developed by our financial experts, as well as on inputs from experts in related fields.

As management-owned investment boutique, we enjoy the independence necessary to carry out disciplined, unbiased critical thinking with short decision-making processes, which are prerequisites for carrying out successful, long-term-oriented 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 FNIMA Securities Dealer Licence.