We act transparently and communicate proactively. For this reason, we regularly publish a comprehensive investment update in the form of an electronic newsletter. We explain the basis on which we make investment decisions, which new trends we are following and sometimes introduce the reader to companies / funds. We explain the weighting and importance of the positions held in the portfolios in a simple and understandable language.
We regularly discuss new trends and developments that could have an influence on the design of our portfolios within an institutionalized framework, both with our Advisory Board and with external specialists from various fields. We offer our investors the opportunity to personally participate in round table events in our Zurich office.