Inhaltsseite:Successful together


Successful together

100% Swiss Made Asset Management means: you share in our investment success.

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