Three strategies for different goals and risk profiles
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All-weather portfolio
A balanced passive portfolio for investors with a moderate risk profile and prior investment experience. Includes large- and small-cap equities, Swiss gold funds, and government bonds
Moderate risk
7–10 year horizon
Equities + gold + bonds
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Conservative portfolio
A passive portfolio for clients with a conservative risk profile. Composed exclusively of investment-grade bond funds with different maturities and internal structures
Low risk
From 1 year horizon
Bonds only
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Dividend portfolio
A portfolio for investors focused on regular cash flow. Built with dividend-paying stocks and funds from companies with a stable dividend history, a clear business model, and long-term capital growth potential.
Moderate risk
3–5 year horizon
Dividend stocks + funds
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Custom portfolio
A portfolio designed around the client’s specific financial goals, investment horizon, and tax situation. Allocation, instruments, and rebalancing frequency are determined individually