Tailored Investment Strategies

One Vision. One Strategy. Thirty Variations.

Because investors differ — in their risk appetite, their currency exposure, and their investment preferences. Our approach combines a unified strategy with tailored flexibility by offering:

  • 5 risk profiles – from conservative to ambitious. Not every investor experiences risk the same way. Our profiles help align your portfolio with your comfort level and investment goals.

  • 3 reference currencies – CHF, EUR, and USD. While all portfolios are globally diversified, we align each strategy with your home currency. The more conservative the strategy, the greater the share of assets shielded from foreign currency fluctuations.

  • 2 paths – each strategy comes in two forms:

    • S (Standard) – our core strategy offering a stable, long-term allocation between fixed income and equities. It is reviewed annually to reflect changes in global market capitalization, economic conditions, and social trends.

    • SE (Strategic Enhanced) – this version takes a broader and more dynamic approach. It includes alternative investments, real estate, precious metals, and allows for tactical adjustments throughout the year.

Why offer 30 variations of a single strategy?

The choice depends on how proactive and broad you want your portfolio to be:

  • Do you prefer a classic allocation of liquid equities and bonds with minimal intervention? Then S may be the better fit.

  • Do you want access to a wider investment universe — including private equity, commodities, hedge funds, real estate, and precious metals — and greater flexibility to adjust allocations? Then SE may be for you.

While there is no guarantee that a more active strategy will outperform a passive one, our SE strategies have delivered higher risk-adjusted returns (Sharpe Ratio) than their S counterparts over the past 10 years — a trend we believe may continue, though future results remain uncertain.

S or SE – which is right for you?

How Much Risk Can You Handle?

Test Your Risk Appetite

““Buy bonds if you want to sleep well, and buy stocks if you want to eat well””
— André Kostolany