Support of institutional key accounts

You have direct access to the relevant decision-makers at all times. In keeping with the principle of professionalism, each mandate is managed by two client managers. The ongoing implementation and monitoring in your portfolio is carried out by our portfolio management.
Who decides on investments?

If required, we will be happy to assist you in developing the strategic asset allocation. The tactical asset allocation is defined by our investment committee according to the investment process. The investment committee also decides on the equities that are admitted to our mandates and, in the case of bonds, on the admitted debtors. The implementation for specific client portfolios is carried out by your relationship manager in close cooperation with the portfolio manager.

Lilly Ottenburg
«We are constant, always transparent and fair. Our long-standing clients confirm this!»
Lilly Ottenburg, Assistant
Dr. Pirmin Hotz Vermögensverwaltungen AG
Dorfstrasse 16 | 6340 Baar, Schweiz | +41 41 767 46 00
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