Market view and Insights
The advice we provide centers on you, your needs and your goals. For many of you, we have been a trusted confidant for generations who offers comprehensive, customized investment solutions. What makes us unique is our many years of expertise in managing family wealth. To ensure that we continue to meet the highest standards in the future, we are also driving innovation in the context of investments and developing cutting-edge services and solutions. And because sustainability is important to us, not only as a company but also as an investor, we also actively help our clients invest sustainably.
Our 100-year history has taught us that there is such a thing as a recipe for success. And one of the key ingredients is our owner family’s experience as an entrepreneur, which spans several centuries. It is this experience that has led to our conviction that traditional values such as reliability, a long-term perspective, mutual trust and commitment are just as important for a company as being open to new things, embracing innovation, looking to the future, not being afraid of risk and seizing opportunities when they come knocking. These are the principles we follow as a company. We also apply them in the advice we provide and the services and products we offer. Our excellent results in recent years speak for themselves:
Net new money
Client assets under management
We specialize in serving families and entrepreneurs, and offer a wide range of investment solutions for our private clients. These are based on systematic investment processes, modern portfolio theory and sound financial and data analysis, as well as clear principles and convictions that underpin our investment philosophy and have shaped what we do for decades.
Your relationship manager will help you achieve your financial goals. They will advise you on all matters relating to wealth, investments and private banking and give you access to the expertise of our investment specialists and our entire range of investment solutions. In addition to traditional investment services, we also have an additional offering that includes wealth planning, real estate financing, impact investments and philanthropy advice. Working together with you, we devise an investment strategy tailored specifically to your situation, financial goals and risk tolerance. During this process, we place particular emphasis on the impact your investments will have and should have on the environment and society at large.
As an innovative company that places great importance on sustainability, we think and act with a long-term perspective and are committed to achieving positive change for the economy, society and the environment. You can learn more about us, our goals and our culture in the following brochures.