We develop robust investment strategies that aim for long-term success. Our strategic asset allocation is based on sound analysis, broad diversification, and consistent risk control – individually tailored to the goals, investment horizon, and risk appetite of our clients.

Private equity investments provide attractive opportunities for diversification. Our clients benefit from access to a broad selection of leading private equity funds – including both blue-chip and specialised niche providers – as well as direct investments and co-investments. Additionally, upon request, we incorporate impact investments that deliver measurable social or environmental benefits.

We structure and manage funds across all asset classes, including hedge funds, private equity, and real estate. Our fund solutions are perfectly suited for efficiently managing complex assets and succession planning for international families. They provide a regulated framework, optimal transparency, and clear governance structures.

We work closely with trusts, foundations, and family offices, overseeing a wide range of complex investment mandates. In doing so, we assist the respective supervisory bodies in fulfilling their fiduciary duties in a professional, objective, and efficient manner.

As an independent partner, we provide an impartial perspective on existing and new investment solutions, support the management of external asset managers and banks, and monitor risks and costs. When required, we also establish new governance structures or take an active role in investment committees and supervisory bodies

Whether leading the selection processes for external asset managers or conducting due diligence in private equity, we support our clients with thorough analysis, extensive experience, and a clear perspective. Our goal: to enable better decisions for sustainable asset preservation and consistent performance.