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.
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
Greater Impact Under One Roof
Claudia Ineichen, Managing Director of the Rütli-Foundation, speaks with Nils Güggi, Head of the Swiss Federal Supervisory Authority for Foundations (ESA), about current developments in Switzerland’s foundation sector and the opportunities and challenges shaping its future. Their discussion also explores how philanthropic engagement can be structured effectively, sustainably and with a long-term perspective.
Market commentary 4th quarter 2026
Higher interest rates, geopolitical uncertainty, and growing doubts about the AI boom are currently causing increased nervousness in equity markets. While we expect heightened volatility in the short term, we remain positive on equities over the medium term. Within the AI theme, we continue to focus on companies benefiting from the expansion of AI infrastructure, increasingly on successful adopters of AI, as well as on diversification opportunities that make portfolios more resilient.
AI Euphoria: Why Security Matters Again
Signs of an AI bubble are mounting. Valuations are at record levels, leverage in equity markets is increasing, and the euphoria surrounding AI and technology companies continues unabated.