«Only those who do not have in-house or third-party products and investment funds think uncompromisingly in the interests of the client and are truly independent – which is what we are!»

Dr. Pirmin Hotz, Founder

«In the portfolios we invest solely in the originals: direct investments in equities and bonds.»

Dr. Thomas Hauser, Managing Director

«We manage your money as if it were our own.»

Guido Hoyer, Partner

«Our passion lies in providing individual advice and support over years and generations.»

Adrian Bachmann, Partner

«We always act cost-consciously without compromising on quality.»

Lukas Bättig, Relationship Manager

Why with us?

Portfolio analysis

Would an independent portfolio analysis make sense for you?

Answer the following five questions online for a situation analysis

Quote

"If you can enjoy your weekend without constantly checking stock exchanges and courses, try it during the week. You win a game on the field, not by constantly looking at the result."

Warren Buffett, legendary investor and entrepreneur (1930)

Recent publications