Investment Solutions

    Choose the approach that fits your needs, goals, and level of involvement. From hands-on advisory to fully delegated management.

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    Investment Management

    Investment Advisory

    Expert guidance while you maintain control over investment decisions

    From CHF 500K

    Discretionary Portfolio Management

    Professional active management with timely tactical adjustments

    From CHF 1M

    Sustainable & Responsible Investing

    ESG-integrated portfolios aligned with your values

    From CHF 750K

    Wealth Planning

    Personal Retirement Planning

    Optimize your personal Swiss pension strategy

    Tailored solutions

    Corporate Retirement Planning

    Pension solutions for your company and employees

    For businesses

    Private Assets

    Club Deals & Direct Investments

    Exclusive co-investment opportunities with superior economics

    From CHF 250K per deal

    Invest in Private Equity

    Tailored manager selection strategies

    From CHF 500K