Wealth Management
Our mandates include a dividend strategy focused on Switzerland, a quality portfolio with global coverage, and a growth portfolio. All strategies can be tailored to your individual needs.
With a combination of expert advice and detailed market analysis, we aim to grow your assets securely and sustainably.
With a combination of expert advice and detailed market analysis, we aim to grow your assets securely and sustainably.
Swiss Dividend Leaders
Strong brands in a strong country, coupled with high dividend yields – what more could you ask for? Here, we offer you a unique opportunity to invest in the Swiss market. With a tailored portfolio of Swiss stocks, you have the chance to benefit from the opportunities in this stable and innovative market. Additionally, you’ll enjoy the strongest currency in the world and a dividend yield of around 4%.
Quality Securities Worldwide: Stability with Quality
Our «Quality Securities Worldwide» mandate offers a balanced mix of top-tier global stocks and bonds that prioritize proven quality and stability. You benefit from long-term growth and broad diversification in global markets to protect and increase your wealth.
Momentum Income Strategy
Our Momentum Income mandate combines trend-based equity investments with a structured options approach. The aim is to generate additional returns while participating in positive market movements and making targeted use of market volatility.
The strategy is aimed at investors who prefer active, rule-based implementation and are prepared to accept market fluctuations as part of a long-term approach.