Asset Management

Chart and financial analysis
  • A boutique approach to asset management
    As a mid-sized, boutique asset management firm, we prioritise long-term relationships and organic growth. Our goal is to maintain a low employee turnover, ensuring that our clients are consistently served by a dedicated team, fostering trust and continuity over generations.
  • Experienced and ethical professionals
    Our team is composed of highly qualified business professionals, each bringing decades of experience from large financial institutions. We are committed to upholding the highest ethical standards and providing fair, transparent, and reliable financial services to all of our clients.
  • Tailored investment solutions
    We offer both discretionary and advisory investment services, with the flexibility to provide execution-only services in exceptional cases. Our solutions are designed to meet each client’s unique needs, balancing risk, return, and long-term financial goals.
  • Competitive conditions with trusted partners
    Through our partner banks, we provide highly competitive conditions for our clients. Our individual agreements, based on our high business volume, allow clients to benefit from economies of scale and access to exclusive opportunities.
  • Comprehensive asset coverage
    We cover all asset classes, with a particular emphasis on fixed income and equities. Whenever possible, we prefer direct investments over collective investment schemes, ensuring greater transparency and control.
  • Yield enhancement stratagies
    In line with clients' investment strategies, we may employ yield-enhancing tactics, such as the sale of exchange-traded derivatives. These strategies can often offer preferential tax treatment, depending on the client's tax residence.
  • Tax-Efficient asset management
    Unlike many other asset managers, we focus not just on gross returns but also on the tax implications of investment decisions. We are committed to managing assets in the most tax-efficient manner possible, tailored to each client’s individual tax situation.
  • Proprietary Products (AMCs)
    As part of our comprehensive asset management offering, we provide access to our exclusive Actively Managed Certificates (AMCs), which are designed to implement carefully selected investment themes and strategies. These innovative products can enhance your portfolio, tailored to individual investment objectives and suitability.
    For more detailed information, please consult the product termsheets below:
    • AMC on GWM Global Equity Basket \ ISIN: CH0520444248 \ Termsheet
    • AMC on GWM Global Fixed Income Basket \ ISIN: CH0536895680 \ Termsheet
    • AMC on GWM Digital Assets Strategy \ ISIN: CH1468511048 \ Termsheet
    Important: AMCs involve certain risks and may not be suitable for all investors. We strongly encourage you to carefully review the product documentation before making any investment decisions. The information provided does not constitute investment advice or an offer.

  • Information Brochure
    If you would like to learn more about our services or explore a specific topic in greater detail, please refer our Information Brochure or feel free to contact us.