Our philosophy is centred on active, risk-conscious asset management. By means of disciplined portfolio construction, our aim is to achieve a consistent, risk-adjusted excess return (alpha) based on the investment decisions we make.
Your individual risk/return profile
The investment plan for the mandate is elaborated in close cooperation with you, and centred on your individual risk/return profile. This creates the basis for a longstanding client relationship - one that is founded on trust.
Our expertise
Active portfolio management calls for a systematic approach and for professional, independent risk management.
- In stock investments, the focus is on the regions of Switzerland, Europe, as well as the world as a whole. We deploy an innovative style rotation approach on a systematic basis.
- In fixed income investments, we cover our clients' needs in all relevant risk classes and regions as well as currencies. To generate added value in the portfolio, we systematically search for relative value in companies and sectors (credit spread approach).
- In the area of alternative investments we offer a broad range of relative and absolute return real estate products and customised mandates.
- We have outstanding skills in the management of mixed portfolios. In the structuring of our asset allocation, we combine our competencies in the individual asset classes to form a broad-based, diversified portfolio.
Our offer for institutional investors
Our approach
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Broad-based investment solutions: |
We capitalise on the expertise of our specialists to enable us to offer our Swiss and international clients appropriate, broad-based investment solutions. |
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Coverage of special themes: |
Where we have the requisite skills, we also cover special themes in individual areas. |
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Use of external specialists: |
We employ external specialists when we identify a client need in a particular area but do not have the corresponding competencies ourselves. |
Reporting
Included in our service is the provision of regular and individually tailored reports to clients on the investment returns achieved in the respective quarter. Our bank also offers a report compiled in conjunction with external custodian banks and incorporating booking services and portfolio analysis.
For questions on the ongoing management and performance of individual portfolios, you can count on the support of your relationship manager as well as the portfolio managers at any time.