Areas of Expertise
Built Through Decades of Practice
Given our many years of professional experience, we work in a highly practice-oriented manner and carry references in the following competence areas. Each mandate draws on a combination of these disciplines.
Board & Committee Work
Active participation in Boards of Directors, Boards of Trustees and Investment Committees – with a strategic focus and fiduciary responsibility.
- Chairmanship and membership of various strategic and specialist boards, such as Board of Directors, Board of Trustees, Investment Committee and Advisory Boards
- Extensive knowledge in the Swiss pension market
- Experience in international capital markets
- Structuring and reviewing governance structures
- Leading and chairing meetings
- Involvement stakeholders and reporting
- Reviewing and further developing investment processes
- In-depth expertise in risk management and controlling
Investment Advisory
Comprehensive expertise in institutional investment management – from asset allocation and manager selection to performance monitoring and risk controlling, underpinned by a solid academic background.
- Strategic asset allocation
- Experience with collective investment vehicles such as investment foundations and institutional funds
- Due diligence and selection of investment managers across various asset classes
- Expertise in various traditional and alternative asset classes; in-depth knowledge of Swiss and international real estate, private equity and infrastructure
- Selection and monitoring of asset managers and other service providers (including custodians)
- Establishment and management of an investment foundation
- ESG integration and sustainable investing
- Performance attribution & reporting
- Risk management and controlling
Corporate Development
Strategic and operational development across various stages – support with new business ideas, transformation and further development.
- Future vision, strategic positioning and business model development
- Strategic support in establishing or scaling up new generations of businesses
- Organisational development, review of structural and operational organisation along with processes
- Screening – identifying opportunities, risks or suitable partners – and implementation support
- Strategic planning and project management
25+
Years of Experience
Practice-
Oriented and Experienced
CH
Swiss-Based, Global Reach
Our Principles
What We Stand For
Independence
Reiss Advisory has no product obligations, no sales targets, and no affiliated product providers. Our only loyalty is to the client — this is the foundation of everything we do.
Integrity
We bring honesty and directness to every engagement. When something is not in your best interest, we will say so — clearly and constructively.
Innovation
Capital markets evolve. We invest continuously in our knowledge — from new asset classes and investment frameworks to emerging technologies reshaping corporate landscapes.
Long-Term Orientation
Our objective is to create lasting value — for your portfolio, your organization, and the stakeholders who depend on both.