a professional alternative to traditional asset managers with a focus on
✓ effort based charging
✓ impact investments
✓ avoiding conflicts of interests
✓ comprehensive overview of your total assets
What we offer:
Asset Management
We offer asset management and advisory mandates tailored to you and your needs.
Impact Investments
We are a pioneer in impact investments, which form part of our corporate identity.
Legal & tax advice
We provide indivduals and legal entities with advice on legal matters related to their assets.
Foundations & NPOs
Defining investment targets, investment monitoring, selection of sustainable investments & administration.
news (for our blog --> see below)
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Social Impact Bond iGravity x Invethos
Read moreWe are excited to be involved in the planning of an innovative impact investment. On behalf of the International Labour Organization and in…
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Invethos Build & Care AMC
Read moreA new, integrated and forward-looking investment approach from Invethos.
- An Actively Managed Certificate (AMC) with around 20 hand-picked stocks…
Our blog posts
Microfinance performs positively even in crisis year 2022
Once again, microfinance is a stable asset class in a turbulent stock market environment and a good…
Beyond ESG!
In part four, our co-founder Lukas Stücklin explains what sustainability means beyond ESG.
Explained by an example
[Translate to English:] Unser Kundenberater Marco Rohrbach erklärt im dritten Teil am Beispiel der…
convertible bonds - a combination of security & returns
Convertible bonds as an alternative to unprofitable bonds? Convertible bonds are an interesting…
Impact-Immobilien AG finalizes 4 new building projects
Impact-Immobilien AG creates affordable living, working and living space for socially disadvantaged…
When and where do I buy gold?
There is no honest man! not one, that can resist the attraction of gold! (Aristophanes) - is this…
Publications
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Invethos Build & Care AMC
Read moreA new, integrated and forward-looking investment approach from Invethos.
- An Actively Managed Certificate (AMC) with around 20 hand-picked stocks…
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![[Translate to English:]](/fileadmin/_processed_/b/1/csm_women-in-india_e0bc8d3d30.jpg "[Translate to English:]")
[Translate to English:] Prosperita invests in the EIBF
Read morePROSPERITA also regularly invests in alternative investments. In August 2020, for example, the Investment Committee decided to invest CHF 3 million in…
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![[Translate to English:]](/fileadmin/_processed_/0/2/csm_covid---der-blick-nach-vorn_8142c6b230.jpg "[Translate to English:]")
[Translate to English:] COVID-19 – looking ahead
Read moreThe virus took us by surprise, even though pandemic control is at the top of many crisis prevention lists. Three experts, four opinions.
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![[Translate to English:]](/fileadmin/_processed_/1/d/csm_Marc_Baumann__800px_x_400px__d492b80f22.jpg "[Translate to English:]")
[Translate to English:] Interview with Marc Baumann
Read moreThe CEO and co-founder of asset manager Invethos shows that investments can have a social impact and respond to the challenges of migration.
About us
We hope to see you soon at our office at Taubenstrasse 8, Bern or - from the 1st of March 2024 - at Jenatschstrasse 1 in Zurich. Our team looks forward to welcoming you.
Keep up with the latest news
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