Gain an opportunity for long-term above-average returns with forward-looking themes.

We identify strong, long-term growth themes as well as profound global changes and carefully select the best pure-play investment opportunities they offer.

Each portfolio company should generate at least 50% of the income directly from the theme. This guarantees a high level of thematic engagement. Together with our focus on innovation and market disruptors, this typically leads to small and medium-sized companies and away from the large companies that can be found in the main indices.

Learn more about:

• Security and safety
• Digital health
• Robotics and automation
• Edutainment
• Environmental impact
• Thematic Opportunities 

The Swiss equity market offers interesting investment opportunities with excellent potential returns. It is characterized by innovative niche players with leading market positions worldwide.

Benefit from our many years of experience in the home market. The performance is based on active portfolio management and a systematic, stock-focused (bottom-up) investment process.

Our research and analysis capabilities, together with our access to companies, enable us to leverage market inefficiencies to generate added value.

Benefit from portfolios that aim for a higher dividend yield than the broad equity market.

We believe that investing in high-dividend stocks is an attractive long-term strategy. Solid, high-dividend companies are not only able to achieve above-average long-term returns, but are also characterized by lower volatility.

Careful stock picking makes for a relatively defensive equity strategy. Choose between a global or a European approach.

The approach seeks long-term capital growth and requires a certain tolerance for volatility.

The segment is commonly overlooked by many analysts. This can lead to under-valuations in convincing and innovative companies with interesting, long-term growth prospects.

Active stock selection, based on rigorous internal research, offers good opportunities to generate positive portfolio returns.

Choose from a range of strategies with a focus on European equity markets.

Invest your capital responsibly. With companies that show quality growth and therefore have sustainable competitive advantages, you benefit from above-average returns over the long term, independent of the economic cycle.

For you, we invest in companies with strong ESG * properties. Over time, these reduce business risk and strengthen competitive advantages.

High quality growth combined with ESG gives you a truly responsible investment. Choose between global, European and US portfolios.

This strategy provides access to companies with strong normalized return on equity whose share price is well below intrinsic value - in other words, fundamentally undervalued companies. In the long term, this solution aims to achieve strong absolute returns that outperform the market.

We adhere to the principles of classic value investing. We take an entrepreneurial and contrary point of view. That means we look at companies from the perspective of a long-term committed owner.

Invest in the real estate markets of industrialized countries worldwide. We strive for attractive returns with moderate volatility.

Real estate offers good diversification compared to other asset classes as well as a certain inflation protection in the long term. We use market inefficiencies to generate significant added value: through fundamental analysis and strategic asset allocation, we generate return across countries and sectors.

With our approach, we focus on capital preservation and a long-term positive return for you. Choose from a wide range of products and tailor-made mandates that invest in listed and unlisted markets, including infrastructure investments.

As a wealthy private client, you can choose investment solutions that are specially tailored to your needs.

With our bespoke asset management mandates, you determine your investment goals, your requirements for the portfolio and your risk tolerance. You can flexibly build your own individual portfolio. We offer you access to investment opportunities across all regions and asset classes. On request, we can create portfolios that are specially tailored to your domicile as well as your personal values and beliefs. We also ensure that your individual portfolio is designed with your tax obligations in mind.

And you always benefit from a proactive and regular dialogue with your portfolio manager.