We support both private investors and institutional investors of all sizes with their investments. In doing so, we rely on active, independent asset management and trust in our own expertise: we also buy all the securities we acquire for our clients for ourselves.
Our investment philosophy
Our sustainability approach
Our team of specialists combines analytical expertise with specialist knowledge.
Timo DaineseProf. Dr. Maurice Pedergnana
Barend Fruithof (CBOD)Aline Wey SpeirsAlbert AngehrnLivio DaineseKarl Huwyler
Prof. Dr. Bernd Schips (Chm.)Rolf BertschiPatrick BucherAlexander IneichenDr. Stephan KloessUrs Scholl
Private individuals, companies, pension funds, foundations, institutions, and NPOs
Alliance of Swiss Wealth Managers (ASV), Swiss Management Association (SMG), Zug Chamber of Commerce
The Swiss Financial Market Supervisory Authority (FINMA)
Best asset management company in Switzerland 2023, 2020, 2019, 2018 (1st Place) 2024, 2022, 2021 (3rd Place) 2025 (1st Place – Dynamic; Sharpe ratio) to the article of the BILANZ rating →
Rating “highly recommended” August 2023
5 stars for 10 years 2016–2025
Top 50 Asset Manager 2025, 2024, 2023, 2022, 2021, 2020, 2019
You can find us in the historic Lüssihof at the foot of the Zugerberg mountain.
