Information on further development of portfolios

The geopolitical and economic conditions have changed considerably in recent months. Ongoing geopolitical tensions, structural changes in the global economy, and technological developments (e.g. artificial intelligence) are having an increasing influence on the market environment.

With this in mind, we regularly review our portfolios and are currently making targeted adjustments in certain areas.

One area we are focusing on is further diversification of international equity investments. In selected regions, we are reducing the proportion of individual securities and, in some cases, supplementing them with broadly diversified ETF solutions. This enables us to reduce the specific risks associated with individual titles, while simultaneously increasing the stability of the international equity allocation.

In the Swiss market, we are sticking to our tried-and-tested approach and continuing to strengthen our focus on high-quality companies with stable dividends and sound business models. Historically, this segment has shown solid excess returns, primarily generated by consistent dividend payments.

The adjustments are in line with our long-term investment philosophy and serve to further optimize the risk structure of the portfolios and make them broader and more robust in the current market conditions, without compromising the long-term earnings potential.

We will continue to monitor developments on the capital markets closely and adjust the portfolios carefully and gradually as needed.

We sincerely thank you for placing your trust in us.

If you have any questions or would like to discuss anything personally, your personal consultant will be happy to help you at any time.