We seek long-term, stable partnerships with our clients.

Konstantinos Ntefeloudis, Head Investment Management

Asset management

Asset management

Delegate all investment decisions and their implementation to our experienced specialists. Together with you, we will set out the framework of our involvement and develop a professional investment solution with the most promising financial products available.

Benefit from our experience

We manage the assets of pension funds, family offices and foundations with the greatest care on the basis of the investment strategy that we have defined together. In order to ensure long-term portfolio optimization, investment activity is continuously monitored and adjusted as required. This relieves our clients of strategic and administrative tasks. They also benefit from our independence. We do not develop or sell our own products, but instead select the most promising financial instruments available in the market.

How you benefit:

  • The very highest quality and service standards: professional, independent, reliable
  • Open and transparent approach, in particular with respect to the services offered and pricing
  • Broad in-house expertise supplemented by an external network of specialists
  • Security over return
  • Independence thanks to absence of in-house products

Ask us

Review your investment strategy now and obtain personal and professional advice. We look forward to meeting you.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland

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