FAQS

Invethos is a bank-independent asset manager. The client's assets are still held at a bank - Invethos can work with the assets - manage them - through a limited power of attorney.

Private individuals, foundations, occupational pension schemes and public corporations.

In most cases, it's mainly about getting to know each other. We clarify your financial resources and obligations, ideas and dreams, goals and what is standing in your way. The initial consultation is free of charge and non-binding.

We have a very good investment mandate from an asset size of CHF 50,000.

In our industry, it is customary to charge a percentage of the assets under management on a quarterly basis. The amount of the percentage depends on the effort and complexity.

With an "asset management mandate", we take all investment decisions and are guided by the agreed risk profile. In the case of asset management, we make suggestions, but the client decides for themselves.

For example, you have two banking relationships and one investment property. It would be helpful to be able to show all your assets in a directory (or in the online portal) and make informed decisions on this basis.

As a rule, we report on the performance of our mandates on a quarterly basis. We publish a detailed sustainability report once a year.

Of course you can. We have access to a leading ESG database. This even enables us to put together completely customised ESG portfolios.

Yes, together with our partners Pensexpert and the custodian bank Julius Baer, we offer 1e plans and vested benefits custody accounts.

Impact investments that have a social or environmental impact in addition to a financial return. They differ from investments with a market return on the one hand and a donation on the other.

That depends. Our portfolios are put together in such a way that the carbon footprint is significantly reduced compared to a conventional investment and that companies that cause damage are excluded. Apart from impact investments, the "engagement" - the shareholder dialogue - has the greatest positive impact. Here we work together with the Ethos Foundation.

A key figure that we collect for each company and combines financial analysis with sustainability analysis.

Adult entertainment, alcohol, tobacco, gambling, armaments and oil.

Our portfolios have delivered competitive returns. The performance of an investment portfolio is determined by many factors. Ethics or sustainability is only one aspect.

Customers can have their tax returns completed by us.

We can advise you on the following questions, for example: "What is the best way to provide for my surviving dependants?" Or: "I would like to donate part of my assets to charity, what are the options? Should I set up a foundation?

Yes, and we have access to our network of partners for support.

Yes, our experience and expertise is often useful here.

Yes, but only in the context of asset issues.

Yes, we also take care of the establishment of foundations. However, an endowment under an umbrella foundation is often the more appropriate solution.

Yes, that is a possibility.

Yes, our experience and expertise is often useful here.

Yes, many foundations would like to place part of their assets specifically in impact investments.

Yes, we have a good network in this area.

We have three locations, in the city of Bern, in Gümligen and in Zurich.

Of course, we are available via Teams or on site.

We have ensured with our IT providers that all our data is stored in Switzerland. We have implemented a high standard of security.

UBS, Julius Bär, ZKB, Raiffeisen, BEKB, Valiant, Swissquote and Lombard Odier

You can cancel in writing or change your strategy at any time.