Bespoke mandates

Is the investment strategy for your foundation’s assets optimally aligned with your foundation’s risk tolerance, liquidity needs and purpose? Delegating asset management relieves the burden on the foundation board and provides greater certainty in decision-making. We offer investment solutions tailored to your foundation with the aim of sustainably preserving its assets and generating the necessary returns.

Custom Solutions

Custom Solutions

For more than three decades, we have provided foundations with reliable support in achieving their goals. Our experience shows that the investment needs of foundations are unique and differ from those of traditional private or institutional clients. We therefore focus on an investment solution which is tailored to the specific requirements and preferences of your foundation. Whether it is a comprehensive, bespoke asset management mandate, a standardised modular solution or sound investment advice for your foundation board, which makes the investment decisions itself: we offer the mandate that suits your foundation.

Bespoke asset management with maximum freedom

We work with you to develop the optimum asset allocation for your foundation, tailored to your distribution requirements, return expectations and risk tolerance. Our bespoke asset management offers maximum flexibility: a wide range of requirements can be accommodated to meet your foundation’s needs, from specific ESG criteria and restrictions under the investment regulations to the inclusion of impact investments, for example in infrastructure.

Modular mandates with efficient implementation

Our modular mandates allow you to invest efficiently in standardised investment profiles with various equity weightings, while also incorporating your foundation’s individual requirements in areas such as asset allocation, regional preferences and dividend focus. This enables broad diversification even for smaller investment volumes, as well as rapid and cost-efficient adjustments to the investment strategy in response to changing conditions.

«The needs of your foundation come first. Together, we use these as the basis for determining the optimal investment solution.»


Remy Reichmuth

Remy Reichmuth

Partner with unlimited liability, CEO

Our core investment beliefs

Fundamental and value-focused

We focus on quality, avoid market exuberance and typically act countercyclically. Solid balance sheets, regular cash flows and the right purchase price for the investments are key determinants of success.

Active management

Markets are inefficient and market participants often act irrationally. Through active management, we aim to capitalise on such mispricings to the benefit of the foundation’s portfolio.

Diversified and resilient

Since no one knows what will happen in the future, we think in terms of scenarios and position the portfolio accordingly. Diversification across various asset classes provides stability during different market phases.

We think long term

Our primary goal is to preserve wealth in real terms across generations. Given an appropriate investment horizon and tolerance for volatility, high-quality stocks with strong cash flows form the cornerstone of this approach.

Let us find out how we can best achieve your foundation’s financial goals together.