The great explorer of the truth, the master-builder of human happiness no one rejects dislikes avoids pleasure itself because it is pleasure but because know who do not those how to pursue pleasures rationally encounter consequences that are extremely painful desires to obtain.
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Introducing our company
We are a long-established Swiss asset management company based in Küsnacht on Lake Zurich, specialising in professional management of client assets.
Client orientation
Your needs take centre stage. Our customised wealth strategies ensure your long-term success.
Co-operation
Trust, transparency, conformity with objectives and a holistic view of your assets form the basis of our work.
Investments
Thanks to our expertise and many years of experience, we can identify the optimum investments for you depending on the market environment.
Communication
We will always keep you informed and actively involve you in our ideas. Our clients understand their portfolios.
Our promise
United by a clear vision
Your goals are our goals – we grow together!
40+ years of experience
Strategy
Our investment philosophy is based on six guiding principles, which have shaped our actions since 1981:
Flexibility means adapting to changing conditions: the market environment determines the investment policy and not the other way round
Asset management means risk management first and foremost: the top priority is managing risks rather than returns
A straightforward investment process and portfolio structure ensure a coherent focus: clarity creates consistency
The reference currency forms the foundation, while opportunities are realised abroad: this reduces foreign-currency and political risks
Deliberate avoidance of funds and derivatives ensures transparency, eliminates counterparty risks, and enables a direct relationship with the company
Our main goal is not to achieve the best, but the most consistent return year after year. This is reflected in our annualised return of over 6% since 1981.
14'704+
Transactions completed in the last 5 years
Our credo
Dynamics in every market situation
In addition to security, we attach particular importance to flexibility in order to meet market behavior. Flexibility stands for the ability to adapt dynamically to changing conditions, one of the most important premises in asset management. The market environment determines the investment policy and not the other way around! Only those who accept and recognize the changing times and act accordingly can increase their wealth in the medium to long term.
News
Regelmässige Updates