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Advisory Services

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.

Investment advice PARadvice with a focus on Switzerland

Asset ClassRange
Min.TargetMax.
Liquidity & Bonds20%30%50%
Stocks Switzerland40%50%60%
Real Estate5%10%20%
Alternative Investments5%10%20%

We focus on the following basic principles:

  1. High proportion of Swiss franc
  2. Swiss shares only
  3. 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.

Your contact persons

Marcel Burger
Franz Kuster

 

 

 

 

 

 

 

Contact

Contact us by phone at +41 43 288 29 00, email or Twitter. You can also send us your request via our contact form. We'll be delighted to get in touch with you.

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PARSUMO Capital AG is an asset manager of collective investment schemes, under FINMA supervision and member of the Swiss Association of Asset Managers (SAAM)
PARSUMO Capital AG
Förrlibuckstrasse 30
CH-8005 Zurich
Tel +41 43 288 29 00
info@parsumo.com
PARSUMO Capital AG © 2022 | Regulatory Info | Legal Info | Data Privacy
LEI No. 8945004OAFICRX75O180 | VAT: CHE-115.886.589
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      • Marcel Burger
      • Lucas Widmer
      • Marcel R. Zutter
      • Urs Blättler
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      • Jacques E. Stauffer
      • Simeon Belopitov
      • Melina Scheuber
      • Dr. Niklaus Meyer
      • Raphael Berger
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      • Jacques E. Stauffer
      • Marcel R. Zutter
      • Adrian Bult
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