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Extraordinary Investment Portfolios

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CONTEMPORARY INVESTMENT SOLUTIONS ADDRESSING CURRENT GLOBAL MARKET SITUATIONS WITH THE AIM OF PROTECTING AND INCREASING YOUR WEALTH

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Select Focus

 

You select or let us select focus for you
 
Stable and long-term income according to your risk profile.
 
Variety of satellites reflecting our experts' market views and provide exciting and highly specialized strategies.
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Crafted Growth

 

Less liquid strategy for long-term growth
 
Designed to produce positive real returns over the cycle and protect your assets in negative markets.
 
Diversification among different investment strategies as opposed to the traditional asset class diversification approach.
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Limit Downside

 

DIVERSIFYING IN DEFENSIVE SOURCES OF RETURN
 
Built to reduce volatility and yet engineered to participate in positive market situations.
 
Provides high liquidity and executed with satellite strategies.
 

SELECT FOCUS Portfolio

Individualized opportunities on top of a solid core

Core assets

The core portfolio is made up of a number of low-cost, diversified investments that provide broad exposure to a variety of asset classes. These core investments are designed to be relatively stable and consistent performers, and they are intended to provide a solid foundation for the overall portfolio.

The core of the portfolio is built and managed by our partner DIEM, who we believe are the best in the industry to provide you with stable and long-term generating income opportunities according to your profile.

LEARN MORE ABOUT OUR PARTNER DIEM.

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Satellite strategies

The satellite portfolio is made up of a number of actively managed investment strategies that are designed to provide more targeted, specialized exposure. The aim of the satellite portfolio is to provide additional resources of return by having exposure to specific investment strategies.

The satellites reflect our experts’ market views and provide exciting and highly specialized additions to your portfolio. Our first-class Investment Committee is constantly searching for new opportunities.

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You choose

We are happy to make your investments reflect every piece of your values, beliefs and interests. Together with our experts you can define specialized investment vehicles to supplement your core portfolio. With this individualization and performance go hand in hand.

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We choose

Our investment experts will choose satellites that optimize risk and return of your portfolio. We are constantly on the look-out for new satellites to design specific portfolio characteristics.

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Crafted Growth Portfolio

Designed to produce positive real returns over the cycle

CRAFTED GROWTH

Our protect and grow strategy is designed to produce positive real returns over the cycle while protecting assets on the downside. We diversify your portfolio among different investment strategies as opposed to the traditional asset class diversification approach.

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Limit Downside Portfolio

Build to reduce volatility and participate from positive market situations

Limit downside

Our defensive liquidity strategy is, as the name implies, build to limit portfolio drawdowns. It offers an investment opportunity created to reduce volatility, has a high liquidity, and does benefit from strong markets.

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Patrick Fehr

Chief Investment Officer

By having meaningful conversations with our clients and listening to their needs and wants, we create our investment portfolios. Those solutions are also designed to offer large flexibility and ready to be tailored to our client’s interests -- for us, individualization and performance are mutually important. I would be delighted to give you more insights about our products in a personal meeting.