Santro Invest AG is an independent, bank‑neutral asset manager offering institutional mandates (notably pension funds), private mandates, strategy advisory and financial analysis. The firm also manages an actively managed Swiss equity fund focused on mid‑ and small‑cap companies and incorporates sustainability criteria into its investment policy.
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Global asset management mandates for pension funds based on individual securities or carefully selected collective investments, including strategic advice, active asset management, securities accounting, reporting and investment coaching.
Private mandates
Global or focused asset management mandates for private clients based on individual securities, with strategic advice, active asset management, reporting and investment coaching.
Investment strategy consulting
Advice for developing or reviewing investment strategies, taking into account risk budget, risk appetite, liquidity needs and the current market environment.
Alpina Swiss Opportunity Fund
Actively managed Swiss equity fund investing in Swiss mid- and small caps.
Investment policy
Investment approach with a top-down and bottom-up process, discipline, long-term orientation and sustainability for active management of assets.
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