For us, portfolio management is entirely about risk management.

We follow a 3-step approach:

  • We collect the client’s objectives and preferences.
  • We analyse the client’s existing portfolio and design an individualised investment strategy tailored to the client’s risk profile.
  • We optimise, steer and monitor the client's portfolio.

Our ideal portfolio is clean, clear, and understandable at first sight. The positions are liquid and well diversified; their economic purpose can be justified at all times.

Do you and us a favor! Call us +41(0) 55 214 15 00