Asset Management

For private individuals

For foundations and non-profit organisations

For pension funds

 
 
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INVETHOS asset management mandate
You want to have your assets invested professionally without too much effort on your part. With an asset management mandate, you delegate the daily investment decision making to us. We use the mandate to analyse your investment objectives and develop a suitable strategy.
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INVETHOS ESGplus mandate
We offer you a choice of three sustainable investment strategies that combine high quality with the greatest possible transparency. We diversify your assets, but without the use of overpriced investment products or hidden additional costs.
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INVETHOS foundation mandate
You are a foundation or an NPO and wish to use your investments to achieve both a financial return and a social impact. The INVETHOS foundation mandate combines these objectives. We offer individual ESG mandates and also invest in impact investments on request. The mandate includes a sustainability report and a newsletter covering foundation or NPO topics. On request, we can consolidate various assets via our digital platform.

Private investments

Consolidation

Monitoring

Your contact persons

Marc-Baumann-Portraitbild-Invethos

Marc Baumann

Marco-Bernardis-Portraitbild-Invethos

Marco Bernardis

Martin-Gafner-Portraitbild-Invethos

Martin Gafner

Marco-Rohrbach-Portraitbild-Invethos

Marco Rohrbach

Dominic-Riedwyl-Portraitbild-Invethos

Dominic Riedwyl

Lukas-Stücklin-Portraitbild-Invethos

Lukas Stücklin

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*MANDATORY FIELDS