Strong cooperation partners.

We work closely with various partner banks, but remain 100 percent independent in asset management and investment selection.

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

In Germany, we are a firm cooperation partner for Hauck Aufhäuser Lampe Privatbank AG for ethical and sustainable investments.

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

We manage our clients’ assets in accordance with the Code of Professional Conduct of the Swiss Association of 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.