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Wealth Insights Switzerland & Germany

Swift and insightful communications underpinned our business's success in the early 1800's, an advantage we used for the benefit of our clients. Now in the seventh generation of family control, this rich history of correspondence continues.


Our Investment Approach

Presenting our thinking and commitment when managing your wealth, Our Investment Approach details how our two investment philosophies: market-focused (Mosaique), and company-focused (New Court), are designed to help achieve our clients' goals.

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.

Paradigm shifts

In the 5th edition of Mosaique Insights, alongside updates on the impact of the pandemic, such as how the post-pandemic economy might look like, we shed light on a environmental movement turned digital and how the race to carbon neutrality translates into tangible investment decisions.


Our latest Market Perspective and Strategy blog, written by Global Investment Strategist Kevin Gardiner, makes sense of the current macroeconomic environment and reflects on what it means for our clients' portfolios.


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.

Industry 4.0

At the core of Industry 4.0 lies interconnectivity, automation and artificial intelligence, which can lead to significantly reduced manufacturing costs. In our latest Instant Insights as well as a separate Q&A on talking robots, we discuss how this industry trend is set to change the global economy in profound ways. 

The future of work

Relatable to many, the past year has disrupted the way we work with the need for companies to operate remotely during the Covid-19 pandemic. In this Investment Views, we interviewed three companies in our portfolios to understand how they have taken advantage of the shift to digital in 2020, and how they are positioned to prosper from the future of work.

Israeli diaries

As the global economy searches for an exit strategy to the pandemic, we take a closer look at how Israel has become the world’s leading nation in the COVID-19 vaccination programme. In the following conversation we explore how societies can unlock their economies and what lessons we can learn from Israel as its businesses reopen and consumers start to spend. Read the full interview.

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.

Market Perspective

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How can we help you?

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

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