Advisory Services
Together with our clients, we strive to achieve sustainable business and investment development. We offer an independent, interdisciplinary perspective that brings clarity to complex situations. We combine analytical methods with specialist knowledge and a proven national and international network.
01 — Institutional Investors
Pension Funds, Foundations & Family Offices
We support pension funds, foundations, family offices and other institutional investors by actively participating in their strategic boards, such as Board of Directors and Board of Trustees, as well as specialised committees such as investment committees. We assist them with specific projects or act as a sparring partner.
If you are looking for an independent, experienced leader with specialist expertise in investment management, who possesses a practical, interdisciplinary understanding and covers the following areas, you are in the right place:
- Leadership and interpersonal skills, as well as specialist expertise required for active involvement in governing boards and investment committees
- Development and implementation of the investment strategy
- Experience in the capital markets and specialist expertise across a wide range of asset classes (including Swiss and international real estate, private equity and infrastructure)
- In-depth knowledge of the Swiss pension market and an understanding of asset-liability management
- Selection and monitoring of asset managers and other service providers (including custodians)
- Risk management frameworks setup and controlling
- Structuring and review of the governance structure
- Sustainability in asset allocation
02 — Corporates
Corporate Development
We are committed to sustainable business development and support companies seeking strategic clarity — whether they are establishing or expanding a new generation of businesses, repositioning themselves, or preparing for the next phase of growth.
If you are looking for an independent, experienced leader with a practical, interdisciplinary understanding who covers the following areas, you are in the right place:
- Active participation on Boards of Directors
- Strategic business development
- Methodical development of initial business ideas, establishment and expansion of a new generation of companies
- Organisational development and implementation support
- Providing management expertise and coaching
- Strategic planning and project management
- Support in the development and launch of services and products