Discretionary portfolios
Invest with ease by delegating your investment decisions to our experts. We take all the time needed to understand your distinct personal and financial goals – and build a managed portfolio to help you achieve them.
Investing
Investment services as individual as you are.
Advisory services
Maintain full control of your investment decisions. Access our house views and cross-asset investment ideas in line with your investment strategy. Your dedicated Investment Adviser supports you along the way.
Tailored solutions
Our open architecture framework gives you access to diverse investment opportunities. From private label funds and alternative assets to investments in private debt and equity, you can expand your portfolios to achieve your financial goals.
Reliable, trusted advice
When all you need is a bit of guidance, we can give you sound, unbiased advice to craft the right investment strategy and build wealth over the long term.
How we invest
We keep the focus on generating sustainable growth rather than reacting to sudden movement in the markets.
Long-term horizon
We invest with a long-term horizon as we believe it results in the best outcome for portfolios and clients. Rather than reacting to short-term fluctuations, we cut through the noise to turn market volatility into opportunity and sustainable growth over time.
Dynamic investment approach
We combine a top-down view with tactical adjustments to proactively respond to evolving market conditions, economic shifts, and geopolitical developments. This dual approach allows us to preserve and grow wealth with precision, agility, and foresight, even in complex market environments.
Open architecture
With our open framework, we can select the right in-house and external investment products for each client and build highly diversified portfolios that stand the test of time. Through our Five Arrows alternative assets division, we propose a diverse range of investments from private label funds to investments in private debt and private equity.
Your investments and values aligned
SUSTAINABLE INVESTING
Sustainability is a growing concern for investors. We analyse and incorporate environmental, social and governance (ESG) criteria in our investment strategies with the aim of achieving long-term profitability – and the right kind of impact.
Latest insights
-
SpaceX: Infinity and beyond?
Strategy Blog
SpaceX is going public, and the excitement is palpable. If the vertically integrated space company achieves its targeted USD1.75 trillion valuation on Friday it will be the biggest initial public offering (IPO) in history.
-
Investment backdrop June 2026
Monthly Market Summary
It remains unclear how long the US-Iran ceasefire will last, and when the Strait of Hormuz will re-open, but in recent weeks it has looked as if neither side has much appetite for escalation.
-
Macro thoughts on the Swiss referendum
Strategy Blog
Switzerland’s emotive “No to 10 million” referendum on June 14 seems to be too close to call. We doubt it will be a game-changer economically.