Investment philosophy

Our clear and transparent investment philosophy forms the starting point for all our investment solutions and services.

Well-founded

Experience, expert knowledge, and clear values – we make investments based on the macroeconomic assessments of our experienced CIO Office and Advisory Board.

Close to home

We only buy what we understand. This credo applies to all of our investments. That’s why we focus on Swiss companies and Swiss francs – the obvious choice being close to home.

Independent

We do not pursue any interests other than those of our clients. In doing so, we do not expect you to take any risks we don’t take ourselves – because we invest our own assets in exactly the same way as those of our clients.

Active

The capital market is constantly changing, sometimes in very unexpected ways. That’s why we don’t put much stock in rigid models, but actively respond to the particular market situation.

For everyone

We offer investment solutions for every asset and life situation. We manage smaller mandates with the same expertise and passion as large ones.

Far-sighted

We think beyond just the end of the year. That’s why our investments are just as effective for short-term opportunities as they are for long-term developments.

Returns-oriented

We buy only what pays interest and dividends. With these returns, we achieve a capital cushion of up to 40% over the longer term.

Transparent

We cultivate an open and direct communication culture. We always keep our clients up to date.

Committed

Our interests extend far beyond just the financial market. That’s why we support young people and the region through our commitments and sponsorships.