Choosing the right assets:
We choose sustainable assets that can offer you similar returns to conventional assets. If we can't find a sustainable substitute for a traditional asset, we'll look for suitable alternatives.
To help reduce risk to your money, we'll diversify your portfolio across assets, regions and sectors. Over 200 analysts also monitor the markets continually, using the latest technologies to help ensure your investment always performs well.
Selecting successful fund managers:
We look for fund managers that invest sustainably and successfully. To help ensure they can deliver appealing returns on your money, we also challenge and question them on their investment choices.
Picking single stocks:
Would you rather have single stocks (a minimum investment of CHF 1 million) in your portfolio than funds? To help you pick the right ones, more than 140 data analysts will examine stocks worldwide. We'll then use this data to build your portfolio.