Thematica SA is a FINMA-licensed asset manager specialising in discretionary investment solutions for professional clients. It provides discretionary mandates, manages a UCITS fund focused on the electric-vehicle supply chain, and coordinates with external partners on structuring, legal, tax and succession matters while using banks to custody client assets.
Discretionary wealth management mandates for professional and selected clients; portfolios according to risk profile, investment objectives and liquidity needs, ongoing monitoring and rebalancing, custody with Swiss banks.
UCITS funds
UCITS funds with a global equity and thematic focus; concentrated on the EV value chain, battery materials, semiconductors, Power Electronics, components and grid infrastructure.
Wealth structuring and succession planning via partners
Wealth structuring, legal advice, tax planning, cross-border topics and succession strategies via a network of trusted partners.
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