This site uses cookies to help us manage and improve the website and to analyse how visitors use our site. By continuing to use the website, you are agreeing to our use of cookies. For further information about cookies, including about how to change your browser settings to no longer accept cookies, please view our Cookie Policy. CIick for more info.

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.

A long-term mindset

In the latest edition of our tri-annual Mosaique Insights publication, experts from our Zurich, Geneva, Frankfurt and London offices as well as colleagues at equity research house Redburn discuss some of the enduring drivers of change in the way we preserve and manage wealth today.

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.

Strategy

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.

Subscribe and stay

From downloading your morning news journal, leasing cars and paying for the monthly gym membership, to streaming your favourite TV series at the end of day, subscription models are a ubiquitous part of modern living. In our latest Instant Insights we discuss why these pricing models have become so popular.

Notes from a Big Country

With the clock counting down to voting day, in our interview with a Washington D.C.-based policy consultant as well as a New York-based fintech founder we capture some of the latest sentiment on the ground. As investors, we remain neutral on matters of politics and our interest in such affairs is narrow – specifically that of policy and its potential effect on the companies we hold in portfolios.

A response to COVID-19

In this Investment Views we interview with Dr. Bruno Eschli, Investor Relations Officer at the Swiss pharmaceutical company Roche, we learn about the challenges of developing a vaccine for COVID-19, the pharmaceutical sector’s response to the crisis and how it could impact the industry’s reputation.

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

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.