We advise you in all matters related to investing – independently and with a focus on value and impact. We cosolidate your assets across banks and investments funds.
We help you with the foundation process, conduct your transactions and reflect your values through impact investments and ESG sustainability reports.
We manage and cosolidate pension fund assets in accordance with professional standards and take account of sustainability considerations in addition to financial objectives.
You want to invest your assets with professional support, while making the investment decisions yourself. We provide you with advice based on an investment strategy, or conduct your transaction orders for you (execution-only).
In addition to traditional asset classes, such as stocks, bonds and money markets, investments can also be made in real estate, precious metals, impact investments and private investments. Our recommendations take your preferences in teerms of return and risk, liquidity and time horizon, and your thematic interests and values into account.
We act as brokers for private investments. These are investments options that no traded via an exchange and are therefore not liquid. A broad range of investments objectives can be pursued using such investments. Since they are illiquid, they usually offer higher return. Private investments allow us to take andvantage of attractive market areas oustside traditional stock exchanges and target thematic or sustainability concerns very specifically.
We offer a digital platform that allows us to consolidate your assets. Both assets held at banks and other private assets can be included in the consolidation. With interfaces with banks and providers of financial data, we ensure that the consolidation is tracked on a daily basis. We can provide consolidated or segregated asset reports. The consolidation covers all involved custodian banks and various members of a group (e.g. family members).
With the monitoring mandate, we monitor the asset management of other financial intermediaries. We ensure that the investment strategy is implemented, no overpriced products are used and transactions are settled correctly and to the client’s advantage. A performance comparison measures the performance of financial intermediaries against a benchmark and against competitors. The monitoring mandate can be combined with an ESG sustainability report.
CEO, partner, member of the board of directors
+41 (0)31 311 87 10
marc.baumann@invethos.ch
investment advisory, portfolio management, partner
+41 (0)31 311 62 41
marco.bernardis@invethos.ch
member of management, partner and the board of directors, partner
+41 (0)31 311 87 09
lukas.stuecklin@invethos.ch
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