Advisory solutions for wealth managers
An independent view on the fund, portfolio or manager decision in front of you.
We organise the evidence, document the rationale and keep unresolved questions visible for your committee and client discussions.
Start from the question you have
- Fund Advisory — compare named funds or examine a specific concern. Receive a comparison note, supporting evidence and an explanation of the findings.
- Fund Research & Selection — build or review a shortlist. Receive fund profiles, investment and operational findings, and a dated selection record.
- Portfolio Advisory — examine how holdings work together. Receive an exposure and risk review, with proposed changes and monitoring points where warranted.
- Dedicated Mandates — find and assess a manager against specific requirements. Receive search criteria, comparable proposals and a documented basis for appointment.
The scope and outputs are agreed for each engagement.
Who this is for
Swiss private banks, family offices, financial intermediaries and other professional institutions seeking an independent view alongside their own team.
The public OpenList — Long Only is a separate selection with its own published method.
How it works
We agree the decision, timetable and evidence required. We then examine the relevant funds, portfolio or managers and document the findings. Any continuing monitoring is defined within the engagement.
The full governance approach is set out in Methodology & Independence. Merit-based selection and research conclusions are kept separate from commercial relationships, which do not determine a fund’s research conclusion or selection status.
What these services do not do
- They do not make the decision, and they do not assess suitability for a specific client. Both stay with you.
- They do not manage money or execute. Implementation remains inside your governance.
- They do not deliver certainty. Conclusions carry their open questions rather than hiding them, and monitoring exists because those conclusions age.
- These outputs support professional documentation and decision processes. They do not constitute an offer or solicitation, and are intended for qualified investors and professional users in Switzerland.