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Our Premium Investment Domains

Where We Invest and Create Value

Four strategic pillars that define our comprehensive approach to building wealth through real assets and sustainable growth opportunities

PREMIUM SERVICE

Comprehensive Wealth Management

Our flagship service combines deep market expertise with personalized strategies to maximize long-term wealth creation across all asset classes.

Tailored Strategies Risk Management Performance Tracking
Explore Our Approach
Real Estate

Real Estate

Premium Swiss properties and international assets with strong fundamentals, focusing on yield stability and capital appreciation potential.

Active Investment Zone
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Sustainable Energy

Sustainable Energy

Strategic investments in renewable infrastructure, solar installations, and clean technology projects driving Switzerland's energy transition.

Active Investment Zone
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Gas & Infrastructure

Gas & Infrastructure

Critical energy infrastructure and strategic gas assets that ensure supply security and provide stable returns in essential markets.

Active Investment Zone
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Investment Process

Our systematic six-step investment process ensures thorough evaluation, disciplined execution, and optimal value creation

01
01

Market Analysis

Comprehensive market research and opportunity identification using advanced analytics and local market expertise.

02
02

Due Diligence

Rigorous financial, legal, and operational due diligence conducted by our team of specialists and external experts.

03
03

Risk Assessment

Detailed risk analysis including scenario modeling, stress testing, and comprehensive risk mitigation strategies.

04
04

Investment Decision

Investment committee review and decision-making process based on predefined criteria and return expectations.

05
05

Active Management

Ongoing portfolio management, performance monitoring, and strategic guidance to maximize value creation.

06
06

Value Realization

Strategic exit planning and execution to realize optimal returns for our investors through various liquidity events.

Ready to Begin Your Investment Journey?

Our experienced team is ready to guide you through our proven investment process and help you achieve your financial objectives

PORTFOLIO PERFORMANCE • 2024

Investment Excellence

Delivering consistent returns through strategic asset allocation and disciplined market positioning across Swiss and international markets

245M
CHF
Portfolio Value
Assets Under Management
38
ACTIVE
Investments
Strategic Positions
12.8%
YTD
Average Return
Annual Performance
96%
SCORE
Client Trust
Satisfaction Rate

Asset Allocation

Swiss Real Estate
CHF 110.3M
+14.2%
45%
Securities Trading
CHF 85.8M
+8.7%
35%
Commodity Futures
CHF 36.7M
+22.1%
15%
Hospitality Assets
CHF 12.2M
+6.4%
5%

Geographic Distribution

Zürich Metropolitan
CHF 98.4M
40.2%
Switzerland
Geneva Region
CHF 62.3M
25.4%
Switzerland
European Markets
CHF 49.7M
20.3%
Germany, France, UK
Global Exposure
CHF 34.6M
14.1%
North America, Asia