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INVETHOS AG INVETHOS AG

About us

We aim to listen attentively, ask the right questions and determine your needs in order to provide you with tailored and expert advice. For us, working together is just as important as the commitment to our clients, because people with different views and educational backgrounds see more than a single person.

Our values

INVETHOS stands for values-oriented, transparent and social asset management. We consciously invest in companies and people who carry out their duties successfully and responsibly, thus contributing to lasting relationships and a functioning economy. We assume this responsibility as well; for example, by setting our fees based on the work done and not on the basis of abstract percentages, transactions or commissions. As an owner-operated company, we are free from conflicts of interest.

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Fees based on the level of effort

In order to safeguard your interests as a client, we charge a flat fee based on the level of effort, responsibility and complexity. INVETHOS is not compensated by third parties for the referral of client relationships, the use of products or on the basis of transaction frequency or asset size.

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Open product and service plattform

We independently select the best products from third-party providers. We do not conclude sales agreements with such providers and we do not receive payment for products offered to clients. Fee-based asset management also allows us to advise against investments.

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Consistent position on tax matters

We only manage assets that have been declared for tax purposes and provide you with comprehensive advice, from tax returns to tax planning.

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Clear solutions

Working together, we look for optimal solutions that meet your investment needs. We speak your language and avoid the use of unnecessary jargon whenever possible.

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Values-oriented investment solutions

INVETHOS offers you a comprehensive selection of impact investments that combine financial and social return targets. We also offer the option of sustainability criteria – e.g. in accordance with the ESG approach – for each portfolio.

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Sustainable value chain

What is true for clients is true for INVETHOS itself. Our business principles ensure that not only our investments and services, but our entire value chain follows ethical criteria.

Team

Cooperations

Eric von Graffenried Recht/Legal

Postfach 3152
Taubenstrasse 8
3001 Bern

info(at)vongraffenried.ch
+41 31 560 66 00
www.vongraffenried.ch

Application for future openings

Does our business philosophy appeal to you?  

Submit an application to be considered for future opening

Asset
Management

Impact
investments

Legal &
Tax Consultancies

Services
for foundations 

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