Form of Investing

Characteristics of our Investment Style

When implementing your portfolio we consequently focus on low cost, index-tracking products - mainly ETFs (Exchange Traded Funds). Moreover, our main focal point is the strategic asset allocation (SAA) which is the single most important step of the investment process.

Discretionary Mandate

The asset management mandate is a limited power of attorney over your investment portfolio. This allows us to carry out trading transactions within the specified investment policy (risk profile), but the ownership of the assets remains with the account holder.

Minimum Investment Requirements

We believe that professional Asset Management should not depend on the size of a client’s portfolio. Therefore, we do not have minimum investment or minimum fee requirements.


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+41 (0)44 515 45 45