No unnecessary asset classes

We only recommend the asset classes which ensure the optimal composition of your portfolio. To do this, we employ a structured process based on predefined criteria to select the asset classes.

  • The risk/return ratio is right for the asset class
  • The risk and return of the asset classes are only loosely related
  • The risk and return of the asset classes are only loosely related
  • It is easy to calculate the benchmark index for an asset class
  • At least one liquid ETF is available for the selected asset class

We have currently selected the following asset classes for you


Swiss corporate bonds

Emerging market bonds

High-yield bonds


Swiss equities

European equities

US equities

Emerging market equities

Modern wealth management with an ETF portfolio

When making investment decisions, we rely exclusively on exchange-traded index funds, enabling you to benefit from modern ETF wealth management.

What are ETFs?

ETF stands for exchange-traded fund, i.e. a fund traded on the stock exchange that generally tracks an index (such as the SMI for Swiss equities). ETFs track an index as precisely as possible and usually have lower costs than other types of investments. ETFs are traded on the stock exchange at their current price.

ETFs are known as “passive” funds because they do not require a fund manager who handles the administration and attempts to beat the index with an allocation that differs from it (“active” approach). A defensive investment strategy such as that of a passive fund therefore has significantly lower costs. Studies show that active fund managers rarely manage to beat the benchmark index over an extended period of time.

  • Low total expense ratio (TER)
  • High liquidity and therefore daily availability
  • No issuing or redemption commissions
  • Very high diversification with a small number of funds

However, there are many pitfalls when selecting ETFs and not every ETF is suitable for a good portfolio. For example, investors would not wish to be liable for risks, such as the insolvency of the provider. The performance of the various ETFs also varies considerably. That is why you can rely on our selection process.

Do you have any questions?

Contact us. We are happy to answer your questions.

Call us

058 358 03 60

We choose the best from a very wide range of ETFs

Some 1,000 ETFs are now licensed for sale to private investors in Switzerland. Our job is to choose the best ETFs from this immense selection.

Quantitative factors

The most important criterion is the ETFs performance, which is heavily affected by the TER. Furthermore, to ensure high liquidity, the trading volume should not be too small.

Qualitative factors

We only consider physically replicated ETFs. In addition, we also take the ETF provider’s management culture and information policy into account in our considerations.

Global diversification

Other factors such as domicile (tax aspects) and denomination (value of the individual units) are also incorporated into our decision-making. The option to hedge against currency risks is also relevant.

Since the range of available ETFs and the market conditions are changing all the time, our Investment Committee reviews the selection once every six months. If any changes are made, we adjust your portfolio accordingly.

Broad diversification ensures the success of your investment

For the sake of your success, we consider numerous asset classes and diversify globally depending on the strategy.

Diversification is a way of achieving a better risk distribution for your assets by placing your money in different investments. The respective performances of these investments should be as independent from each other as possible. In this way, risks and price fluctuations are evened out.

At present, we invest in more than 5,000 companies in over 70 countries around the world for our customers, considering all sectors and currencies in the process. This enables you to benefit from global developments and optimally distribute your investment risk.

Determine your suitable investment strategy. Free of charge.

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