We manage your assets on the basis of a mandate. After a thorough analysis of your overall wealth, we agree on an investment objective reflecting your risk appetite and tolerance as the basis for formulating your individual investment strategy. Our individual client portfolios primarily consist of equities and bonds from solid companies with attractive valuations. We manage mandates dynamically in line with our view of the markets, deploying hedging and return-enhancing instruments as appropriate.
You decide how often you want to discuss the performance of your portfolio.
Thanks to our expertise in equities, we can also offer mandates focusing exclusively on Swiss and European stocks.