Regulated asset manager
The Clear Path
to Growth.
LAPIS is a Swiss-regulated asset manager combining deep market experience, proprietary LAPIS Analyses, and a rule-based framework to build direct, quality-focused equity portfolios with clarity, discipline, and long-term focus.
Get in touchServices
Ways to work with LAPIS
Direct Mandate
Rule-based equity mandates built from our Analyses. Focused on long-term growth and direct ownership of individual stocks.
Advisory
Stay actively involved in your investment decisions while benefiting from our Analyses, guidance, and disciplined investment framework.
Funds
Luxembourg-domiciled Funds built on LAPIS Analyses, providing access to our investment approach across different investor profiles.
Actively Managed Certificates
Bank-issued structured products that allow investors to participate in a selected LAPIS equity strategy through a single instrument.
A disciplined framework for long-term investing
The LAPIS Way combines transparent rules, direct investing, quality-focused security selection, and long-term discipline.
We invest in established companies with consistent and growing dividends - a proven driver of long-term wealth.
We follow clear, transparent rules instead of market noise.
We reduce concentration risk and create a natural “buy low, sell high” dynamic through our equal-weight approach.
We focus on transparent and predictable costs through direct investments and a clear fee structure.
Why are we different?
Custom Analyses and updates behind every strategy
LAPIS Analytics
From data to investment decisions. We turn market data into structured LAPIS Analyses that focus on liquid, high-quality companies with sustainable dividend profiles.
Proprietary and tested. Our Analyses are developed in-house and designed to support consistency across changing market environments.
Transparency and consistency. A rules-based approach designed to provide clarity and discipline across market cycles.
Market Update
Daily market overview. Daily price and performance updates across global markets.
Cross-asset view. Equities, commodities, currencies, crypto and fixed income at a glance.
Insight through comparison. See our Analyses in a global context to support better-informed portfolio decisions.
Lapis way into practice
From goals to portfolio step by step.
Assess
We listen to your investment objectives, time horizon, and risk tolerance to establish a clear strategic asset allocation.
Propose
We design a clear, rules-based portfolio plan using our Analyses and your specific objectives.
Invest & review
We support the opening of an account with a Swiss custodian bank, implement the agreed strategy, and actively manage the portfolio through direct holdings in listed equities.
FAQ
Need more clarification?
A few quick answers to the questions we hear most often.
We follow a clear, rule-based investment framework focused on highly liquid listed equities, dividend continuity and long-term quality. Portfolios are built with transparency, disciplined diversification and direct implementation.
A LAPIS Analysis is a structured research framework, not an investable product. Funds and AMCs are implementation formats built on these Analyses.
Yes. We define a strategic asset allocation based on your risk tolerance, investment goals and time horizon before implementing the portfolio.
Our pricing is designed to be fair, transparent and efficient. Fees depend on the service, the investment amount, and the implementation structure.
Yes. The minimum depends on the service, the desired level of diversification and your investment objectives.
Still have questions?
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