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INVETHOS AG INVETHOS AG

Asset Management

For private individuals

We advise you in all matters related to investing – independently and with a focus on value and impact. We cosolidate your assets across banks and investments funds.

Pension solutions for private individuals and companies

Together with our partners at PensExpert, we offer management and 1e solutions as well as sustainable asset management within the framework of the 2nd pillar (vested benefits).

For foundations and non-profit organisations

We help you with the foundation process, conduct your transactions and reflect your values through impact investments and ESG sustainability reports.

For pension funds

We manage and cosolidate pension fund assets in accordance with professional standards and take account of sustainability considerations in addition to financial objectives.

Investment support

You want to invest your assets with professional support, while making the investment decisions yourself. We provide you with advice based on an investment strategy, or conduct your transaction orders for you (execution-only).

In addition to traditional asset classes, such as stocks, bonds and money markets, investments can also be made in real estate, precious metals, impact investments and private investments. Our recommendations take your preferences in terms of return and risk, liquidity and time horizon, and your thematic interests and values into account.

Asset Management

By the way: Are asset management companies less secure than banks?

  1. External asset managers do not have their clients' assets on their own balance sheet. If an asset manager goes bankrupt, the assets therefore remain intact.
  2. External asset managers provide information if a bank gets into difficulties.
  3. External asset managers are also regulated. They are liable with their entire equity capital and are insured with professional indemnity for trading errors.

Private investments

We act as brokers for private investments. These are investments options that no traded via an exchange and are therefore not liquid. A broad range of investments objectives can be pursued using such investments. Since they are illiquid, they usually offer higher return. Private investments allow us to take advantage of attractive market areas outside traditional stock exchanges and target thematic or sustainability concerns very specifically.

 

Consolidation

We offer a digital platform that allows us to consolidate your assets. Both assets held at banks and other private assets can be included in the consolidation. With interfaces with banks and providers of financial data, we ensure that the consolidation is tracked on a daily basis. We can provide consolidated or segregated asset reports. The consolidation covers all involved custodian banks and various members of a group (e.g. family members).

 

Monitoring

With the monitoring mandate, we monitor the asset management of other financial intermediaries. We ensure that the investment strategy is implemented, no overpriced products are used and transactions are settled correctly and to the client’s advantage. A performance comparison measures the performance of financial intermediaries against a benchmark and against competitors. The monitoring mandate can be combined with an ESG sustainability report.

 

Your contact persons

Asset
Management

Impact
investments

Legal &
Tax Consultancies

Services
for foundations 

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