Market & Strategy
For our core investments we favour small to medium-sized enterprises in Switzerland, Germany, Austria and Luxembourg, that have sound management teams with vision and with whom we remain in regular contact.
Our anticipated holding period is 3-5 years and we consider companies with an anchor shareholder as being particularly attractive and also welcome privately held companies whose owners are involved in business operations.
Solid products for solid investments.
For our institutional investors and asset managers, we offer proven investment products and tailor-made services
Swiss Strategie – Dynamic
Luxembourg has been established as a fund location in Europe for years, as the country offers fiscal, political and economic stability.
SFM – Vorsorgefonds
Strategy funds are a good basic investment for asset accumulation. They are less affected by short-term fluctuations because they are composed of different asset classes and thus offer a high degree of risk diversification.
Get all the benefits from investing with us.
As a Swiss manager of collective assets (investment funds) in accordance with Swiss law, we have been supporting institutional investors and asset managers in achieving their investment goals since 2009.
Our core values guide everything we do as a company and as employees. We settle for only the best to ensure our clients are successful.
Our clients are institutional and professional investors domiciled in Switzerland in accordance with Swiss law, in particular:
Our clients are our partners, with whom we maintain regular contact and exchange.
It is important for us to know you as our customer: What do you value? What are your expectations, your needs, your wishes?
Only when we understand your concerns can we design an offer that meets your expectations.
The relationship with our clients is central to us. Mutual trust and transparent actions are the basis for this. Our decisions must be comprehensible to you as a client so that you can trust us.
The combination of expertise, years of experience, as well as professional market observation and a good relationship with our clients guarantee investment success.
