Tailor-made Advice and Investment Ideas


In the field of portfolio management, we focus on currencies, precious metals and fixed interest investments. We have successfully launched our own strategy in the currencies and precious metals fields.

Strategy – Goal

Based on the investment strategy and the selected risk parameters, we use different building blocks across asset classes for the composition of the portfolio. We have a thorough understanding and in-depth knowledge of a wide range of instruments such as direct investments, funds, derivatives and Structured Products.In our investment decisions, we make sure to select transparent and efficient instruments. We work together with various suppliers in Switzerland and abroad in order to ensure that you have access to the best possible product in a competitive process.