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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 17.09.2021 Cajetan Bilgischer

The 2021 german federal election and its consequences

On September 26, 2021, the time has come: Germany is due to hold its general election. The rollercoaster ride of the polls in recent weeks and months suggests that this year’s elections will be interesting.

Pension 12.08.2021 Marco Danelli

Ten reasons to separate occupational provisions

Pension fund assets are one of the largest asset positions many employees will have. A pension fund is often also something of a closed book for just as many employers.Besides making “value-preserving” investments in a property, structuring the 2nd pillar in the right way is one of the most efficient methods for tax optimisation.

Investing 05.08.2021 Rolf Rathmayr

Buying opportunity in Chinese stocks?

The drastic regulations in China for private education companies led to panic selling of Chinese shares at the end of July. Many investors have the impression that the government around President Xi Jinping wants to curb the influence of the private sector and thus consolidate power with the increase in regulation. Everything to do with China is being questioned.