Asset management

Invethos Investment Presentation October 2021 (German)

Read more
Lukas Stuecklin

Beyond ESG!

In part four, our co-founder Lukas Stücklin explains what sustainability means beyond ESG.

Read more

Explained by an example

[Translate to English:] Unser Kundenberater Marco Rohrbach erklärt im dritten Teil am Beispiel der Firma Apple das Ratingsystem ESG.

Read more

convertible bonds - a combination of security & returns

Convertible bonds as an alternative to unprofitable bonds? Convertible bonds are an interesting combination of bond and equity investment, the best of both worlds, so to speak. We think they are unjustly neglected by some investors. Read why we come to that conclusion:

Read more

When and where do I buy gold?

There is no honest man! not one, that can resist the attraction of gold! (Aristophanes) - is this saying true. Let's differentiate:

Read more

Can I reclaim my mortgage interests?

On 26 April 2021 the "Neue Zürcher Zeitung" published an article with the title: "Thousands of mortgage borrowers affected: Ruling with explosive force on Libor mortgages". The article deals with the question of whether Libor mortgage interest can be reclaimed from the bank since the introduction of negative interest rates. Reclaiming the interest may not be that easy. We tell you which requirements have to be met in Switzerland.

Read more
Frau mit Kinder auf einer Parkbank

Women and Pension Planning

There is often a large gap between the pensions of men and women in Switzerland. This happens, for example, when mothers maternity leave take a break in their employment to take care of their families. This is more often the case in the generation that is now thinking about retirement.

Read more