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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

Investing 27.06.2025 Dr. Matthias Ramser

Market commentary 3rd quarter 2025

Geopolitical tensions remain high – in the Middle East, Ukraine, and in trade disputes. At the same time, the SNB has lowered interest rates to zero. As a result, there are no longer any secure returns over reasonable maturities. Swiss dividend stocks present themselves as an attractive investment option.

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STIFTENS-WERT 12.06.2025 Sapeesan Indrasekaran

Assets oblige – not only economically, but also in human terms

To what extent did “American philanthropy” shape the origins of the KKL Luzern? Why do many small foundations fail because of bureaucracy – and how does an umbrella foundation help? Why are freedom and individuality crucial for effective engagement?

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STIFTENS-WERT 06.06.2025 Nicole Brast

What “doing good” triggers in our brain

Why do emotions and feelings have much more to do with brain health than solving Sudoku or crossword puzzles? What are the positive effects of “doing good” and why are there no rationally functioning brains?

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