Skip to main content

Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Wealth Insights Switzerland & Germany

 

Asset allocation

In our latest edition of Mosaique Views we explain our current positioning by asset class, region, sector and currencies including the reasoning behind our investment decisions.

Strategy

Our latest Market Perspective and Strategy blog reflect on the current macroeconomic environment and what it means for our clients' portfolios. Our German Volkswirtschaftlicher Blog comments on latest economic data and events.  

 

Monthly Market Summary

Our Monthly Market Summary covers the key events across the major regions and asset classes to give a compact yet comprehensive review of the past month.
DE  FR  ES

Investment views

Our Investment Views offer striking and unique perspectives on current affairs, global trends and asset classes. Bringing together our own proprietary research and external experts, we bring you closer to topics that matter.

Thematic Insights

Our thematic insights series explores the mega-trends which are shaping consumer behaviour and disrupting the way businesses operate. From cybersecurity to subscription models, a resurgent Asia to artificial intelligence, we explore the drivers behind these trends and what they mean for investors.

 

 

Company Insights

In this series we lift the lid on businesses we invest in and the long-term trends which they help to shape. With exclusive access to company senior management, investor relations and senior advisers, we bring you our latest insights into our investible universe.

 

Business with Humanity

In this series dedicated to responsible investing, we bring together thought leadership, analysis and explanations on the topics shaping environmental, social and governance investing and why these factors matter when managing your wealth.

A return to leisure

In the 6th edition of Mosaique Insights, we explore what the Banque Pâris Bertrand acquisition means for clients, how music and streaming industries are flourishing and views from our fixed income, private debt and portfolio managers on today's state of play.

Video-podcasts

With updates from our Global Investment Strategist, CIO and Head of Investment & Portfolio Advisory, these videos are designed to bring you up-to-speed on our latest thoughts and analyses in a concise and comprehensive format. For clients only, please click here for our password-protected video-reviews.

Market Perspective

Subscribe to receive regular editions of our Market Perspective via the button below.

How can we help you?

Please contact us if you have any questions, we look forward to hearing from you.

  • Why this is not 1973

    Oil prices have nearly doubled since the start of the coordinated attacks on Iran in February. Brent crude has risen sharply, climbing from around 60 dollars per barrel at the start of the year to
    • Carlos Mejia
  • Insights Issue 17: Calm Capital

    Uncertainty is a constant in markets, not an exception. What matters is how it is approached. In this edition of Insights, we consider how structure, preparation and a long-term perspective can help
    • Laurent Gagnebin
  • Why women should start planning their future today

    Women face wider pension gaps due to part‑time work, lower pay and longer lives. Early planning, active financial management and risk awareness can improve long‑term security and independence.
    • Jacqueline Sterchi
  • Bubbles, brooding and balance

    AI-driven optimism keeps markets buoyant, but stretched valuations and lingering global uncertainty remind investors to stay vigilant.
    • Carlos Mejia
  • The silent allocator

    The US dollar may not appear on our asset allocation chart, yet it plays a powerful role in shaping portfolio outcomes.
    • Carlos Mejia
  • Insights Issue 16: The Swiss Edge

    In this edition of Insights – The Swiss Edge, we explore how Switzerland blends tradition with adaptability to remain a trusted home for wealth.
    • Laurent Gagnebin
  • ESG insights for 2025 and beyond

    2025 finds the Environmental, Social and Governance (ESG) investment landscape in transition, shaped by shifting policies, mixed fund flows, and continued technological progress.
  • CIO Lens - Pause for breath

    On the afternoon of Wednesday, April 9, President Trump announced a 90-day pause on reciprocal tariffs for countries not engaging in retaliatory measures, along with the temporary implementation of a
    • Carlos Mejia
  • CIO Lens - Staying the course

    Global stock markets have responded vigorously to the latest tariff rhetoric from the US administration, and increasingly the response from trade partners.
    • Carlos Mejia
Page 1 of 23

The content of this website is for information and marketing purposes only.