The company's core activity is wealth management and asset management for private and institutional clients. The company offers individual wealth management, online wealth management, investment funds and other services to achieve its clients' financial goals. It has its own analysis process and an experienced team that focuses on selecting and managing investments to achieve long-term returns.
bank-independent wealth management with tailor-made investment strategies, personal support in Zurich, in-house research and transparent reporting according to the Swiss FIDLEG standard
Digital Wealth Management
digital wealth management with login access for clients, listed as a standalone investment solution alongside personal wealth management
Investment Funds
investment funds for investors, with dedicated fund pages and information on funds as an investment topic in the wealth management area
Active ETFs
active ETFs as a standalone investment solution in the wealth management area, listed alongside wealth management and investment funds
Fund Distribution
fund distribution for partners and distribution partners, including partner solutions, downloads and events for distribution partners