Investment solutions

Tailored investment solutions for institutional investors

We offer actively managed investment strategies across our core areas of convertible bonds, corporate bonds and multi-asset. These are precisely aligned with the needs of institutional investors, such as pension funds, insurers, foundations and family offices.

Drawing on years of expertise, we develop innovative concepts: Our clients benefit from enhanced risk-adjusted returns, clearly-defined structuring and the efficient implementation of regulatory requirements.

Our core competencies

• Convertible bonds: Attractive and risk-controlled upside potential. Our strategies range from defensive to dynamic, with a focus on convex payout profiles.
• Corporate bonds: We offer investment grade, high yield and emerging markets strategies, complemented by Swiss franc bonds for stable and diversified returns.
• Multi-asset: Various asset classes are optimally combined, taking individual risk tolerances into account.

Our tailored fund solutions

Your advantage: We take care of the full structuring of bespoke funds – from strategy development and regulatory implementation to ongoing monitoring.

We create added value through transparent structures, efficient reporting, comprehensive compliance and the integration of ESG criteria.

Why we are the right partner

• Extensive experience: We have successfully managed institutional mandates and special funds for many years.
• Active investment approach: We identify and act on market opportunities early to generate added value over benchmark indices.
• Emphasis on risk management: Well-balanced approach to performance and capital preservation.
• Modern systems: Our state-of-the-art portfolio management system ensures efficient and transparent administration.
• Flexibility and personalisation: Customised implementation of your investment needs.
• Swiss quality: We stand for stability, reliability and the highest standards of quality.

Let’s develop your optimal investment strategy together!
Contact us for a no-obligation consultation.

Investment teams