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Added and forward-looking value

Agile, sustainable and innovative: we combine clear values with forward-looking investment solutions that add value.

We have been serving institutional clients with determined solutions in the areas of infrastructure, manager selection and traditional investments for more than 20 years. We are also innovative in developing ground-breaking investment solutions in selected niches thanks to our entrepreneurial background and proximity to our clients.

Private infrastructure investments

We are one of Switzerland’s pioneers in infrastructure investments. Investors in forward-looking transport and energy and waste disposal infrastructure enjoy stable and regular cash flows, own real value and are partially hedged against inflation.

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Manager selection

We only recommend what we know and understand. In foreign markets, we rely on the expertise of specialists whose knowledge ensures recognised success. We select active managers that follow a “best-in-class” approach for our clients.

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Traditional investments

You can choose from our comprehensive investment portfolio of equities, depending on your risk appetite. Our investment funds allow you to participate in global quality companies, which meet our strict fundamental and qualitative requirements.

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What you can count on

Active investment expertise

Our experienced portfolio managers take investment decisions on a daily basis, based on long-term principles and our investment experts’ in-depth and independent financial analysis.

Client focus

Genuine client focus has been in our DNA since we were founded. We fully safeguard our clients’ interests and are committed to providing independent advice free of conflicts of interest.

Sustainable added value

Our aim is to achieve sustainable investment success with our solutions. Added value means preserving assets and generating an attractive long-term return.

Focus

We are experts in innovative investment solutions in selected niches and investment portfolios where we can actively add value.

Aktuelles

General 08.08.2025 Jürg Staub

Swiss pharmaceutical industry facing political headwinds

The pharmaceutical industry is currently high on Donald Trump’s list of priorities. He wants more production and jobs in the US, as well as lower drug prices. As a means of exerting pressure, he is threatening to impose price caps and introduce tariffs on drugs. These goals are, of course, contradictory, which is causing even more uncertainty.

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General 04.08.2025 Dr. Matthias Ramser

Market commentary on the US trade conflict with Switzerland

The list of new customs measures against Switzerland, published on the night of Swiss National Day on August 1, came as a surprise. The economic impact of the tariffs is significant.

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STIFTENS-WERT 18.07.2025 Nicole Brast

Lucerne lacks a foundation culture

For the first time, a study shows how differently cantons exempt foundations from taxes. Zurich recently liberalized its practice. How is Lucerne reacting?

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