Investment Solutions is the investment management function of the private bank. Our sole focus is to care for, preserve and grow our clients’ wealth over the long term. With over 200 investment professionals working across the globe, we manage portfolios, generate innovative investment insights and employ them within a robust and nimble asset allocation framework.
Investment philosophy.
Our investment research team is among the largest of all Swiss private banks, and covers a broad spectrum, including:
- Equities
- Bonds (sovereign, corporate, convertible, etc.)
- Investment funds
- Alternative investments
We use a structured investment process combining top-down asset allocation with our bottom-up convictions. As the world of lower economic growth reshapes traditional assets’ expected returns, we constantly rethink ways to improve investment outcomes.
We combine expertise across traditional and alternative asset classes with state-of-the-art portfolio construction techniques to help our clients unlock the right opportunities in a fast-evolving investment world
Our strategic asset allocation goes beyond traditional investment strategies. We invest in differentiating, return-generating strategies that reflect the new economic and geopolitical realities.
Sustainable investing.
We see these tools as an essential extension of our financial analysis and as a means of refining our investment strategies. Our systems take into account multiple data points to establish finely tuned sustainability analysis and provide the associated reporting. We are also able to establish a ‘temperature trajectory’ for portfolios to assess the extent to which they are contributing to global warming, in line with the Paris Agreement targets.
Our teams analyse the economic forces that shape market trends to create forward-looking investment strategies and to provide guidance on the global asset allocation
Equity.
Here, fundamentals come first and foremost. We concentrate on our circle of competence, as well as regions and industries where we have proven expertise.
Bonds.
We have a strong proprietary investment framework, and offer a wide range of bond strategies covering credit segments and sovereign issuers, as well as specialised mandates.
Trading.
We have teams in Geneva and Hong Kong, specialised in multi-asset class trading on all listed markets.
Our structured investment products are constructed to seize market trends, and we can design specific products around you and your needs.