As a basic building block for your asset management strategy, you can choose between a “strategy module” and a “strategy module plus” in Swiss francs or euros. The strategy modules are based on traditional investments such as liquidity, bonds, indirect real estate, equities and commodities. In addition to these, the strategy module plus is supplemented by up-and-coming asset classes like private market investments and crypto assets. This further optimises the risk-return profile, providing an attractive offering that is unparalleled on the market. 

Both strategy modules follow the strategic and tactical asset allocation determined by our experienced Investment Committee, which meets on a monthly basis to analyse and evaluate the financial markets in depth. This allows us to identify new opportunities at an early stage and to optimally position our asset allocation in line with our expectations. The strategy modules can be supplemented with several focus modules in keeping with your needs and preferences. The lower the weighting of the strategy modules, the higher the proportion accounted for by the focus modules and thus the greater the individuality of your investment strategy: