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  • Award for asset management in the year 2025, BILANZ magazine Award for asset management in the year 2025, BILANZ magazine
  • WealthBriefing Swiss Award 2026, Winner Independent Asset Manager WealthBriefing Swiss Award 2026, Winner Independent Asset Manager
  • WealthBriefing Swiss EAM Award 2023, CIO Beat Kunz WealthBriefing Swiss EAM Award 2023, CIO Beat Kunz
  • Awarded Family Office Seven-time award-winning family office 2016–2022

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Financial Market News

  • 13.03.2023

    Insolvency of the financial services provider Silicon Valley Bank

    Last week, the financial services provider Silicon Valley Bank (SVB) was declared insolvent in the USA. »

  • 08.07.2022

    A perfect storm in September and October?

    Our investment strategy has followed a cautious approach since the third week of January, and will continue to do so. We recommend equity exposure of no more than 30% to 35% as part of a balanced strategy. »