Investment strategy
An allocation designed for horizon, risk capacity and the purpose of the capital — not for a model portfolio in the abstract.
Wealth management
Your wealth. One coherent strategy.
Wealth management, as we use the term, is the work of bringing investment, liquidity, risk and family purpose into a single, reviewable framework.
Portfolios do not exist in isolation. They sit beside operating companies, property, pension assets and the calendar of a life. The task is to see the whole — what must remain liquid, what can be invested, what should be protected, and what will be asked of the capital later.
This is not a catalogue of products. It is a repeating cycle of understanding, structuring, investing and adapting as circumstances change.
Scope of work
What a coherent strategy includes.
Liquidity planning
Near-term needs, known commitments and a reserve that allows the rest of the portfolio to stay invested.
Risk management
Concentration, drawdown tolerance, currency and the risks that do not appear on a factsheet.
Portfolio oversight
Implementation, rebalancing and a reporting cadence that a principal can actually use.
Retirement planning
Connecting private assets with Swiss occupational and private pension structures.
Estate considerations
Ownership, succession and liquidity so that a strategy can survive a transfer of control.
How the work proceeds
A process, not a pitch.
Understand
Objectives, constraints, family and enterprise context.
Structure
Liquidity, risk budget and the architecture of the balance sheet.
Invest
Implementation through a written allocation and selected vehicles.
Review
Progress against purpose, not against last quarter’s leaderboard.
Adapt
Life changes. The framework should be able to change with it.
The useful horizon is longer than the weather
Discuss your wealth.
A first meeting is a structured conversation — objectives, constraints, and whether a longer relationship would be useful.