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
Market commentary 3rd quarter 2025
The current stock market cycle is characterized by an investment boom in artificial intelligence, energy infrastructure, and defense. In an interview with Stephan Marti, CIO Matthias Ramser explains the key drivers and what investors should be paying particular attention to right now.
For us, the euro and the dollar are now weak currencies
Christof Reichmuth on government debt, the Swiss franc, and the future of investing
The Foundation Board – The Heart of a Successful Foundation
The foundation board is the central governing body, responsible for the strategic direction and the fulfillment of the foundation’s purpose – encompassing everything from organisation to finance.