1.

Discuss needs

2.

Determine risk profile

3.

Strategy decision

4.

Implementation of target investments

5.

Monitoring and management of assets

Complete financial service.

Reliable & safe.

In active asset management, we fully take care of your financial matters. We manage your capital, tailored to your personal risk tolerance and wishes, invest it, and assist you with your financial planning. Here, it is important to us to assist you in the best possible way and to guarantee the security and reliability that you want for your assets.

Our unique investment philosophy is based on macroeconomic, geographical, and class-specific considerations and findings which do not consider individual products or companies, but instead industries and various asset classes in the long term through active asset allocation. We also invest in markets that are difficult to access and thereby provide adequate diversification.

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QUICK FACTS:
  • Suitable for private and institutional investors
  • Flexible and active asset allocation
  • Investment amount from CHF 250,000
  • Bandwidths of risk classes

1.

Discuss needs

2.

Determine risk profile

3.

Strategy decision

4.

Implementation of the target investments

5.

Monitoring and management of assets

You decide for yourself.

We support you with your decisions.

Our advisory mandate will help you make the best investment decisions. We advise you on all matters concerning your assets and help you realise and bring your own investment strategies to perfection. You can rely on our support and expertise to resort to our investment recommendations, strategies, and specialised investments without having to give up independent management of your savings. We will gladly assist you as a long-term partner and help you achieve satisfactory financial precautions.

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QUICK-FACTS
  • Unrestricted independence
  • Pure expense allowance: No retro, commission, or management fees
  • Access to professional research and analysis opportunities
  • from CHF 500,000

1.

Discuss needs

2.

Determine risk profile

3.

Strategy decision

4.

Implementation of the target investments

5.

Monitoring and management of assets

You delegate.

We implement!

With Execution Only, you can carry out commissions, transactions, and investments at the best possible conditions. Due to our long-standing relationships and expertise, we can offer numerous investment products in different categories at an unbeatable price.

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QUICK-FACTS
  • Minimal transaction fees
  • Simple, convenient, and straightforward
  • Suitable for experienced investors
  • from CHF 100,000

Traditional investing.

Reliable & safe.

With our funds, you can invest in diverse, difficult to access, and specialised categories: We cover precious metals, bonds, and physical diamonds with our three diversified funds. This allows you to make cost-effective and low-risk profits through the developments of financial markets by drawing on our expertise, experience, and track record. Due to the low correlation between physical diamonds, precious metals, and bonds, our funds are optimally suited for a diversification strategy.
Our funds are ideal for qualified investors and from an investment volume of CHF 100,000.

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Our funds:
  • Triple opportunity fixed income
  • Physical diamond
  • Imperial fund gold diamonds and more

Social investing.

Under supervision & comprehensive.

To give you an individual equity strategy, we have brought together the leading investment approaches in various portfolios. Here, you can benefit from our expertise and find the right strategy style for you: Whether proven defensive securities (sustainable value), secure growth drivers (consistent growth), future-oriented equity composition focused on modern technologies (next economy), or an active trading strategy (alpha trading), you can decide baseds on your preference and participate in the portfolio. Therefore, you are freed from the burden of constantly monitoring of securities and developing an investment strategy, while still being able to rely on our expertise and a portfolio composition tailored to you.

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Our social investing strategies:
  • Next economy
  • Consistent growth
  • Sustainable value
  • Alpha trading

Algorithmic Investing.

Quick & promising.

Algo-trading refers to trading with computers that use a predefined set of quantitative conditions to make investment decisions. In concrete terms, certain patterns are detected in the price movements in order to create the algorithmically generated buy or sell orders. Trading focuses primarily on Forex markets that are strongly influenced by technical signals, high volumes, and charting techniques.

Algo-trading is possible starting at an investment volume of CHF 20,000 and exclusively suitable for experienced investors. We are happy to advise you in person or send you the desired documents.

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OPTIMALLY SUITABLE FOR
  • Suitable for qualified & experienced investors
  • High risk-profit profile
  • Rather short-term orientation

Next-gen investing.

Innovative & scalable.

If you are looking for a modern investment opportunity which is efficient, requires little attention, and costs even less, you will be on the safe side with our robo advisory.
The term “robo advisory” basically refers to a robot consultant. It is a computer algorithm that can assemble a portfolio to meet your requests, wishes, strategies, or preferences. It is based on numerous data and can optimally achieve target specifications and minimise risk due to the automated and systematic study of financial markets. It can access thousands of securities, investment classes, and products and determine the optimal combination of these values. Your portfolio will be reviewed, reorganised or reallocated in real time, and all of this without your help.
In addition, the algorithm excludes all human emotions, so that a fully rational and objective portfolio management is ensured. This means, in plain language, that you specify certain standards with a digital portfolio manager, and these are always perfectly implemented. However, you also have the option to change, optimise, simulate, and compare the strategic specifications or manually implement a reallocation and remain completely in control of your savings with the robo advisory.

Our robo advisory starts from an investment amount of CHF 20,000 and will add an all-in fee of up to 0.85% p.a., making it one of the best providers in Switzerland.

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Advantages at a glance
  • No portfolio, retro, or trading fees
  • Automatic monitoring, rebalancing, reporting, and risk management
  • High personalisability: Monitor, test, compare, optimise
  • Reliable, efficient, simple, and direct
  • Tax reporting included (Switzerland)

Crypto Investing

Innovative & Promising

Would you like to invest in crypto currencies? Nowadays there is a vast number of new and innovate products and possibilities to invest in this new asset class in them, whereas the greatest dangers lurk when choosing the right solution. A lot of providers are neither regulated, nor is the security of the storage in these so-called “wallets” guaranteed. Furthermore, there are a countless number of different “Coins”, but also a lot of dubious offers. Most recently, authorities around the world took strong action against this unregulated market, causing the speculative bubble to burst. Despite this, the range of products and services in this market keeps on rising. It therefore is, for a lot of less experienced investors, very difficult to determine the right offer and to add it to an existing portfolio structure.  Ultimately, the individual risk capacity and risk tolerance must not be disregarded. We would like to assist you with the access to these new and versatile asset classes and determine with you how high the ratio of this asset class in your current asset allocation should be. We only rely exclusively on Swiss solutions from regulated and established third parties.

How can I invest in crypto currencies?

It is very easy to access these digital currencies via crypto exchanges. Here, the purchased coins can be stored and managed. However, it has often turned out that these storage solutions via crypto exchanges are often relatively unsteady. From one side, dangers exist due to the insolvencies of these exchanges, through hacking attacks as well as because of due to the legal domiciles of these exchanges as they are often located in emerging markets. In the meantime, a lot of Swiss banks offer products and accounts for investing in crypto currencies. Such solutions are often a bit more expensive but have the advantage that you do not need to care much about the storage and security of your crypto currencies. When exchanging digital currencies into traditional currencies and vice-versa, crypto currency exchanges are on the other hand other even more expensive in many cases. We are here to help you with a safe access for trading crypto currencies.

Should I invest into crypto currencies?

Investing in crypto currencies is highly speculative. Currently, it’s noticeable that the volatility is slightly decreasing, but compared to the traditional asset classes the volatility remains very high. Only those who are willing to take risks and also have the corresponding risk profile, should take purchasing crypto currencies into consideration. The future of the crypto currencies remains uncertain. The possibility is there, that in the near future a technical superior digital currency will overtake the existing crypto currencies or that a regulated government digital currency will be introduced. Just as well, extreme market events can drastically shake confidence in the classic central bank system and help crypto currencies into a second spring. In conclusion, no one – including us – can give you a serious answer where the journey of the crypto currencies is headed.

How can I make sure if a provider of crypto products is legitimate?

Don’t believe everything which is on the internet, as promising reviews often directly come from the supplier’s own environment. Check whether the supplier is domiciled in a country where legal certainty is ensured, and the supplier is being supervised accordingly (by a regulatory authority). Before investing into digital currencies, make sure to only make investments if the supplier’s business model is understandable and comprehensible. Additionally, obtain independent opinions from experts to make the safest possible choice. Switzerland is one of the largest market places for crypto products and services and offers sufficient possibilities. However, not all providers have a corresponding licence. Check the FINMA warning list in advanced: https://www.finma.ch/en/finma-public/warnliste

Since crypto offerings are currently shooting out of the ground, the list is never conclusive. Report unserious Swiss service providers directly to the Swiss Financial Market Supervisory Authority (FINMA) and help yourself and other investors against potential fraudsters.

Where do I find further information to the crypto currency themes and the underlying blockchain technology?

For those interested in the technical side (and understands this theme), should read the following document: https://bitcoin.org/bitcoin.pdf

For those who would like to keep up to date and is looking for a serious publication, should subscribe to the Crypto Research Report from Cryptoresearch: https://cryptoresearch.report/

Current crypto currency market data you can find at CryptoCompare: https://www.cryptocompare.com/

The regulatory general conditions in Switzerland can be find under the homepage of the FINMA: https://www.finma.ch/en/bewilligung/fintech/

More information about the framework of “Initial Coin Offerings” (ICO) can be find under: https://www.finma.ch/en/news/2018/02/20180216-mm-ico-wegleitung/

Independent consulting.

Agile decisions.

Flexible solutions.

«He who travels only on sunny days never reaches his destination.» – chinese saying

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We look forward to hearing from you and to presenting our customised consulting offers. Contact us.