You benefit from our expertise

As one of the leading wealth and asset management companies focusing on fund investments, we have been analysing and employing the rich and diverse offering of the funds industry since 1992. Because we are independent, we are able to find the best solution without any conflicts of interest.
Our conviction that investment funds are one of the most attractive and efficient ways of systematically growing assets has reinforced our efforts to promote the funds concept. That's why, at the end of the 1990s, we decided to create FONDS', a platform devoted to funds and investment. Since its launch, what is now far and away Switzerland's largest financial trade fair has attracted well over 100,000 visitors and more than 1,000 speakers from the worlds of business and politics to Zurich, ranging from fund managers and academics to senior government figures and Nobel Prize winners. This success spurs us on to continuously move FONDS' ahead on the same track and actively support similar initiatives in the same area.

Our services

Wealth management for private clients
- tailor-made wealth management with funds and other collective investments at a bank of your choice        from CHF 250,000 upwards
- low-cost fund portfolios with a range of investment strategies from CHF 25,000

Asset management for institutional investors
- actively managed mandates for all or part of a portfolio
- core-satellite solutions
 
Fund consultancy and analysis for institutional investors
- fund performance analyses and assistance with fund selection