Our ‘Investing in Switzerland’ strategy

• We have an active investment style without losing sight of the long-term perspective
• All investment decisions are based on fundamental company analyses
• Personal company visits including Swiss stock and analyst conferences (around 80–100 per year)
• We usually hold 20–30 positions. Roughly, half of these are split into large capitalised and liquid SMI stocks, and small and medium-sized capitalised Swiss companies
• A number of long-term and personal contacts with listed Swiss companies reinforce our decision-making process
• There are no minimum quotas for asset classes (stocks, bonds, cash) in our wealth management contracts. As such, we can be flexible in difficult or volatile situations
• The primary investment currency is Swiss francs
• We also give our clients the opportunity to take part in exclusive quarterly company presentations at management level

We would be happy to explain the ‘Investing in Switzerland’ investment strategy to you in depth in a personal discussion.