Aligning your values with sustainable performance.

Sustainable & Responsible Investing

Integrate environmental and social issues at the heart of your wealth. We build responsible portfolios that aim to foster a sustainable economy while protecting your assets against non-financial risks.

Is This Solution Right for You?

Ideal For

•Investors seeking alignment between values and investments
•Those concerned about climate and social impact
•Next-generation wealth inheritors
•Portfolio values from CHF 1M+

Investment Range

CHF 1M+

Typical minimum to maximize benefits

Time Horizon

5+ years

Recommended investment period

Expected Outcome

Competitive returns with positive environmental and social impact

Do you want your investments to reflect your values?

Combine ethical convictions with financial rigour to support actors committed to the transition towards a more sustainable economy.

ESG Integration & Impact Measurement
Climate Risk Assessment
Positive Screening for Leaders
Engagement & Shareholder Advocacy

"Investing responsibly means recognising that the longevity of wealth is inseparable from the health of the world in which it exists and the values that drive it."

Lionel Aeschlimann

Senior Managing Partner

Why Choose Our Approach

What sets our solution apart in the market

Rigorous ESG Analysis

Proprietary scoring combining multiple data sources for comprehensive sustainability assessment

Competitive Returns

Our SRI portfolios have matched or exceeded traditional benchmarks over the long term

Customizable Approach

From exclusions to impact themes, tailor your sustainable strategy to your priorities

What's Included

Every wealth management mandate includes these comprehensive services

Portfolio Management

Active management of your investment portfolio with regular rebalancing

Wealth Planning

Comprehensive financial planning tailored to your life goals

Tax Optimization

Strategic tax planning to maximize your wealth preservation

Estate & Succession Planning

Secure wealth transfer to future generations

Retirement Planning

Pillar optimization and pension strategy

Dedicated Relationship Manager

Personal advisor available for consultations

Your Dedicated Advisory Team

Get personalized guidance from our experienced wealth advisors who understand your unique needs.

Ready to discuss your goals?

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How We Work

At your service, a specialized team and cutting-edge digital tools

Relationship Manager

Your primary contact for all banking needs

Wealth Planner

Expert in wealth planning and advice

Portfolio Manager

Investment specialist managing your assets

Investment Advisor

Provides tailored investment recommendations

700+ Professionals

Our Group at your service, in Switzerland and beyond

Quick Suitability Check

Good Fit If You:

Environmental and social impact matters to you
You believe sustainable companies perform better long-term
You want transparency on portfolio ESG metrics
You have a 5+ year investment horizon

May Not Be Ideal If:

Short-term trading focus
No interest in sustainability factors
Unwilling to exclude certain sectors
Portfolio under CHF 750K

Not sure? Let's discuss your specific situation.

Whether you're in high-growth mode or planning your exit strategy, our specialized solutions can help secure your personal legacy and fuel business success.