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.

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.

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.

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.

Latest News

Is your estate in order?

Taking the initiative and being proactive in life comes naturally to us. The same should apply to your estate. If you do not arrange matters, the law will handle your estate, leading to results that often do not correspond to your wishes as the testator.

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Video Market Outlook 1st Quarter 2023

The year 2022 was characterized by high inflation, rising interest rates and thus weak stock and bond markets. Meanwhile, equity valuations are more favorable, bonds are again yielding positive returns, and inflation is falling.

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Market outlook 2023 – «Interregnum 2.0»

Recording of our “market outlook 2023”

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