As part of its annual Asset Manager Rating, the business magazine BILANZ, together with renowned partners, analyzed real client portfolios from across Switzerland (more details can be found in the grey info box).
In this year’s ranking, we achieved first place in two categories:
1st Place – Best Asset Manager in Switzerland
This award recognizes the overall performance of our company – with particular emphasis on investment strategy, client service, risk management, transparency, and sustainability.
1st Place – Best Return Over 36 Months
We are especially proud of the performance achieved over the past three years:
+43% return, driven by a clear focus on Swiss equities.
During an economically challenging period, we not only avoided losses but consistently created value. Particularly noteworthy, according to the analysts, was the balance between risk and return.
The foundation for this success lies in our core belief:
Those who take responsibility for managing others’ assets need more than expertise – they need genuine interest in people, long-term thinking, and the ability to remain calm in turbulent times.
Why this award matters for our clients:
In a world full of options, promises, and passing trends, this award offers clear proof:
Long-term success is no coincidence.
It is the result of clear principles, continuous hard work, and personal relationships.
Exactly what we stand for.
Receiving two awards is both a confirmation of our approach and a promise for the future:
We will continue to do everything possible to achieve the best outcomes for our clients – not only in the markets, but also in the way we work together.
