We do not stop where others might already fatigue, the ordinary is not a challenge for us.
08.2022
WHY JP
Our modular investment solutions offer customizable solutions for investors with a wide range of strategies covering traditional and alternative asset classes and risk profiles.
Stability measurement allows to precisely determine the market risk.
Early detection of financial market crises is probably one of the most important issues that concern the financial market community
For your requirements, we customize individual, tailor-made solutions based on robust processes that are academically rooted and mathematically sound.
Financial markets reveal certain patterns that allow for systematic investment processes that can generate added value compared to passive investments. Our partner AlphaStream Capital Management AG is specialized in this field.
We invest in single equities that are systematically evaluated based on an elaborate multifactor-scoring methodology. Equities with a positive score meet our criteria - attractively valued, positive price momentum, high quality with strong balance sheets and positive growth expectations.
Understanding the requirements and integrating various demands into the family value chain to help family businesses achieve their objectives. Holistic, modular approach based on individual profiles, objectives and liquidity needs.
We are a Zurich-based asset management company with an experienced team and proven expertise in asset management. We attach great importance to making our clients and business partners feel comfortable and safe with us.
We are an interdisciplinary team and combine our different skills in the interest of our customers and partners. Sustainable success is characterized by respect, support and appreciation.
TEAM
Portfolio Manager
Risk Manager
Head of Accounting and HR
Portfolio Manager
Risk Manager
Head of Accounting and HR
Head of Operations
Head of Operations
Portfolio Manager
Managing Director
