Would you like to be able to influence your investment decisions directly? Then put your trust in our Advisory Services. We constantly monitor and assess the financial markets which allows us to derive concrete investment recommendations for you. In a dialogue with us you decide which alternative courses of action are implemented for you.
PARadvice with a focus on Switzerland, our flagship advisory mandate, has thus achieved an exceptional performance over the past 15 years. In particular, we have consistently outperformed the Credit Suisse Pension Fund Index and the UBS Pension Fund Index, the benchmark indices for PARadvice with a focus on Switzerland, over several investment cycles.
| Annualized (cumulative) Performance as of Mai 2023 | Since Sep. 2003 | Since Jan. 2006 |
|---|---|---|
| PARadvice mit Fokus Schweiz | 5,20% p.a. (172,37%) | 4,69% p.a. (122,10%) |
| Credit Suisse Swiss Pension Fund Index | 3,59% p.a. (100,86%) | 2,98% p.a. (66,72%) |
| UBS Swiss Pension Fund Index | - | 2,89% p.a. (64,18%) |
Investment advice PARadvice with a focus on Switzerland
| Asset Class | Range | ||
|---|---|---|---|
| Min. | Target | Max. | |
| Liquidity & Bonds | 20% | 30% | 50% |
| Stocks Switzerland | 40% | 50% | 60% |
| Real Estate | 5% | 10% | 20% |
| Alternative Investments | 5% | 10% | 20% |
We focus on the following basic principles:
- High proportion of Swiss franc
- Swiss shares only
- Purchase of long-term Swiss franc bonds
The decisive factor for investment success is that we know your needs as good as possible. This is the only way we can reconcile your investment philosophy and your wishes with our expertise and financial market experience.
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