What we do.

Investing profitably, but safely. We are proud of our track record, which is based on selected shares of solid Swiss companies and the design of structures tailored to them.

Our investment philosophy is based on the conviction that performance is based on systematic stock selection and strong risk management.

Asymmetrical returns are crucial for long-term investment success. In this context, asymmetrical means that appropriate returns are generated in good stock market years, while the risk of loss is minimized in poor market phases. In combination with the compound interest effect, this strategy offers systematically superior performance compared to the classic “buy and hold” approach.

Costs are also – or especially – an important topic in asset management, both for a bank and for its clients, and one that is worth talking about openly. Although we have a banking licence as a FINMA-regulated asset manager, our cost base is significantly lower compared to the market, which is reflected in a record low cost/income ratio across the industry.

The same applies to our fee structure, as we consistently pass on the realised cost benefits to our clients, which leads to a considerable asset advantage over time, as can be seen in the chart above. A Bellerive client with assets of CHF 5 million has a plus of almost CHF 800,000 in his account after 15 years due to the low AM fee of just 0.6 per cent per year (Bellerive pricing), compared to a bank client who is charged 1.2 per cent (market pricing) elsewhere.