Asset Management

• Account-/portfolio management at our FINMA-regulated securities firm
• Account-/portfolio management with external banks
• Asset advisory and asset management mandates
• Evidence-based asset management, with special offers in the private markets sector
• Consolidated asset overviews and order placement via our e-banking service on request

We implement our evidence-based asset management for you. This is based on the independent analysis and preparation of global capital market expectations, as well as the implementation of these expectations in efficient, passive and always diversified portfolios. Our approach is characterized by the rule-based, always comprehensible and transparent allocation of capital to asset classes. Thanks to our evidence-based asset management, our clients receive a cost-efficient and high-performance global market portfolio. In addition, thanks to our special expertise in private markets, you benefit from the opportunity to make attractive investments in liquid and non-liquid private credit assets.