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
Globally demanded competencies from Central Switzerland
At the beginning of September, we visited Daetwyler Holding in Schattdorf with interested investors. With this event format, we give our guests a direct insight into the company in which they are investing. Thus, they can get a personal impression of the management on site.
Market Commentary 4th Quarter 2023
After a strong start to the year, the summer months were, as usual, rather quiet on the financial markets. However, increasingly strong divergences in economic terms are becoming apparent.
