Sound Invest is the central tool for allocating our investments. We use it systematically and consistently to assess relevant trends in the development of financial markets, and our clients rely upon this information for rational and counter-cyclical implementation of investment decisions.
Focus on the essentials Interest rate level, risk premium, valuation, economic development, investor sentiment and positioning: these are the key factors for success in financial markets, especially in unsettled times when the urge to react impulsively to the headlines is particularly compelling.
Comparability over time and place These factors remain relevant across all markets and at all times. This is the result of a precise "back-testing" process that informs future decisions.
The ideal complement Sound Invest combines the extensive experience and knowledge of our partners and principals with fact-based market analysis. This allows us to achieve an exceptionally solid record of performance in wealth management.
Transparency Each month, this publication lets our clients know where we stand in the investment cycle and where the financial markets are headed.
We reinforce our independence by using the leading Swiss booking platform Assetmax. Through this top-flight application, we offer a variety of services to benefit our clients and their diverse needs. These include the consolidation of various assets, controlling, legal and compliance, portfolio management and more.