Focus on partnership-based sales support
As one of the largest fund providers in Switzerland, we are keen to collaborate with professional sales partners. We offer partnership-based sales support, successful portfolio management and a comprehensive range of products for various needs. With 100% Swiss Made Asset Management.
Partner with us so that you can excel with your customers. We will be pleased to assist you in working out an individual customer solution. Partnership-based discussion and contact play a central role.
Your advantages
Partnership-based sales support
- We have branches both in German-speaking and Western Switzerland and provide advice in all the national languages
- Regular events throughout Switzerland on macro and product themes
- A strong brand and advertising presence of our funds
- Comprehensive, multilingual sales material
Successful portfolio management
- 100% Swiss Made Asset Management - all the performance comes from Switzerland
- Our portfolio managers have first-class qualifications, many years of professional experience and a convincing track record.
- You benefit from ready, uncomplicated access to the respective portfolio manager.
- Our many years of experience are available to you, both in active and indexed portfolio management.
- Benefit from our convincing, multi-award winning performance.
- We provide regular reports.
Needs-based range of products
- Our modular product range gives you flexible access to our sub-funds according to your needs. This provides you with many options to flexibly structure your portfolio.
- Core offering in the usual asset classes of equities, fixed income, multi-asset, real estate and alternative risk premiums
- Themed investments and our specialities in the areas of high yields, CoCo, absolute return and commodities
- Large range of sustainable funds
- Fundamental, rule-based or indexed implementation
- Funds under Swiss or Luxembourg law
- Distribution or reinvestment tranches
- Various national authorisations with relevant tax-transparent funds
- Various share classes and a variety of collaboration opportunities with different fee models
- Tax-privileged fund structures for pension funds and pension schemes
