Tailor-made mandate solutions also for highly individual requirements.

Tailor-made solutions

We are one of Switzerland's leading asset managers with a tailored and comprehensive product portfolio. Besides direct beneficiaries of fund solutions, our mandate customers also benefit from this modular offering. Our size and the fact we are continuously striving to develop further enables us to meet highly individual customer requirements and provide tailor-made solutions.

Consistent added value

We stand for consistent added value and stable performance at a fair price. Our portfolio managers have first-class qualifications and many years of professional experience. Investment competence combined with state-of-the-art systems, innovation management and consistently implemented processes allow us to gain attractive risk premiums at the right time. Expect tailored solutions that generate added value across all economic cycles.

100% Swiss Made Asset Management

Expect first-class Swiss quality: we are ISO-certified, declare compliance with the Global Investment Performance Standards (GIPS®) and provide full and transparent information of our investment results at all times. Benefit from our 100% Swiss Made investment competence.

What we offer

To compile a portfolio to meet your individual mandate needs, we offer the following:

  • Exclusive mandate solution starting at CHF / EUR 5 million
  • A wide selection in all the usual investment classes
  • Themed investments and alternative risk premiums
  • Implementation with collective or direct investments
  • Conventional or sustainable management
  • BVG2-compliance for pension funds / pension schemes

Discover mandate solutions