Asset management and advisory
for foundations
Foundation assets require responsibility, foresight and careful alignment between the foundation’s purpose, capital preservation and long-term impact.
Portas Capital supports foundations and investment foundations in Switzerland and abroad in managing, structuring and reviewing their investments – independently, with a strong awareness of risk and a clear focus on stability and the achievement of long-term objectives.
Investment strategy and capital protection
A sustainable investment strategy for foundations and investment foundations must reconcile return expectations, risk-bearing capacity, liquidity requirements and the foundation’s purpose.
We analyse existing portfolios, review asset allocation and develop a sound basis for decisions on a robust long-term investment strategy.
This includes risk analyses, portfolio simulations and stress tests. They show how sensitively foundation assets may respond to different market scenarios, for example changes in equity markets, interest rates, exchange rates or economic growth.
The aim is to develop strategies that take account of stability, risk-bearing capacity and capital protection in the context of a foundation.
Our services for foundations
Asset management for foundations and investment foundations
We manage foundation assets within the framework of a clearly defined investment strategy. The focus is on careful asset allocation, controlled risks and a sustainable long-term portfolio structure.
Advisory on investment strategy and asset allocation
We advise foundations and investment foundations on strategic investment matters, from reviewing the existing strategy and assessing risk-bearing capacity to portfolio construction and the selection of suitable investment instruments.
Risk analyses and stress tests
We show how different market developments may affect foundation assets, providing a basis for decisions by the board of trustees, executive management and investment committee.
Organisation, establishment and restructuring
Through experienced cooperation partners, Portas Capital also provides support on matters relating to the organisation, governance, establishment or restructuring of foundations.
Investment controlling and asset consolidation
Through our partners, we offer services in accounting, investment controlling, oversight of investments managed by third parties and asset consolidation.
Independent and experienced in institutional mandates
Our advisory services are independent and free from conflicts of interest. Portas Capital is not tied to any bank, proprietary investment products or sales requirements.
As a FINMA-authorised wealth manager, we combine regulatory security with experience in serving institutional and professional clients.
This independence is particularly important for foundations: investment decisions should not be driven by product interests, but by the foundation’s purpose, its long-term asset structure and its responsibility towards beneficiaries.
The first step: a sound assessment
We review existing structures, risk positions, investment objectives and organisational requirements, and show how Portas Capital can support your foundation with asset management, investment strategy or risk management.
