Business partner

We work closely with various partner banks, but remain 100 percent independent when it comes to asset management and investment selection.

In Switzerland, we are in 2024 with the Thurgauer Kantonalbank entered into a strategic partnership. Since then, it has also held a minority stake in our company.

In Germany we work for Hauck Aufhäuser Lampe Privatbank AG an established and important cooperation partner for ethical and sustainable investments.

We obtain financial, economic and sustainability information from leading international investment houses and agencies.

We manage our clients’ assets in accordance with the code of conduct of the Association of Swiss Asset Managers (SAAM) and the guidelines of the Swiss Bankers Association and are directly subject to the Swiss Financial Market Supervisory Authority (FINMA) as managers of collective assets.