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We believe in personal contact – this is why we attach particular importance to human aspects; within our team, within the enterprise, when working with service providers, with our partners – and of course when dealing with our clients. With us you have got a successful, experienced and passionate team as a partner at your service.

Daniel Gschwend Executive Partner  "Asset management is a matter of trust. We can only gain trust if all our efforts are directed towards our customer. This is why professionalism and reliability are our guiding principles. As our name suggests: we are our customers’ partner.”

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Dr. Thomas Langer Executive Partner "Independence and genuine entrepreneurial thinking. The lived combination of both elements leads to strong, long and trusting partnerships, which are supported by a solid foundation.”

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Janine Fitze Relationship Manager “Transparency is a cornerstone of trust. A transparent corporate culture with the client at the center keeps everyone informed and has a clear and promising mission and vision.”

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Adi Wenzel Advisory Board equity strategist “Two factors are decisive to achieve an outstanding return on investment: 1) the knowledge about the real performance drivers on the stock exchanges and 2) the disciplined use of this knowledge. Only a systematic investment approach that makes disciplined use of this knowledge regarding the interrelations on the financial markets and consequently leaves human emotions aside helps us to achieve an outstanding performance in the long run.”

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Simon Urbach Advisory Board Legal  “I won’t tell our clients what they can not do but how they can pursue their goals while complying with the legal frameworks.”

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Christoph Burki Advisory Board IT and financial technology  “We’re currently witnessing the digital revolution. The next wave will hit the financial sector even stronger. Artificial Intelligence, Computer Learning, Robot Advising and a whole range of other applications provide us with several new possibilities for the asset management ecosystem. Communication and consultation between the customer and the asset manager become increasingly interactive and intensive due to video and web conferencing that will help us to find the most appropriate solutions for the costumer."

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André Vögeli Advisory board risk management and corporate governance  “A balance between liquidity, profitability and security was, is and remains the foundation of an investment that meets the individual needs of a customer.”

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