CLIENTS

Our Lapis Investments deliver continuous growing
and reliable cash flows through regular dividend payments.
The growth of the capital is only a matter of time!

Andreas Wueger, Founder and CEO of Lapis Asset Management

Our Lapis Investments deliver continuous growing
and reliable cash flows through regular dividend payments.
The growth of the capital is only a matter of time!

Andreas Wueger, Founder and CEO of Lapis Asset Management

Our Lapis Investments deliver continuous growing and reliable cash flows through regular dividend payments. The growth of the capital is only a matter of time!

Andreas Wueger, Founder and CEO of Lapis Asset Management

Lapis rule

Mr. Warren Buffett the Chairman and CEO of Berkshire Heathway once said:
“Rule No 1: Never lose Money, Rule No 2: Never forget Rule No 1”. Our asset selection process and discipline described in Lapis Analytics embraces exactly Mr. Buffett’s advice.

Therefore our clients enjoy a performance with limited volatility according to their risk profile. Most importantly no permanent impairment of the capital can occur within a reasonable time frame. In our way of offering our services we distinguish the following category of clients:

Mr. Warren Buffett the Chairman and CEO of Berkshire Heathway once said:
“Rule No 1: Never lose Money, Rule No 2: Never forget Rule No 1”. Our asset selection process and discipline described in Lapis Analytics embraces exactly Mr. Buffett’s advice.

Therefore our clients enjoy a performance with limited volatility according to their risk profile. Most importantly no permanent impairment of the capital can occur within a reasonable time frame. In our way of offering our services we distinguish the following category of clients:

Private Clients – Services

LAPIS PRIVATE CLIENTS

Open a Swiss bank account according to the client’s needs

Asset allocation analysis and implementation

Monthly investment reports

Regular client meetings

LAPIS SAVINGS CLUB

Open bank account with an online bank

Monthly Investment reports

No further fees

The Lapis Savings Club is a lower cost service for clients who wish to start saving by using one or several of our Lapis funds. This service is especially recommended for younger professionals who want to build a portfolio of outstanding companies that generate income and capital growth over the long term.

Institutional Clients – Services

Lapis Funds

Our GAM – UCITS Fund is already widely used by private and institutional clients. Further information can be obtained under Lapis Funds.

Portfolio Management Services

We offer portfolios replicating one or a combination of our unique equity indices. This applies mostly to larger portfolios of HNWI or Pension Funds.

White Label Offerings

As described under Lapis Analytics, we offer White Label Products with one or a combination of our unique Lapis equity indices either as a fund or as a structured product (i.e. certificate).

Tailor-made Indices

We have many years of experience in developing, managing and publishing financial indices. We create customized indices according to your needs and offer support in developing new products to be offered to your clients.

Benchmarking

Our equity indices described under Lapis Analytics can be used as benchmarks for dividend yield equity portfolios.

Private Clients Services

LAPIS PRIVATE CLIENTS

Open a Swiss bank account according to the client’s needs

Asset allocation analysis and implementation

Monthly investment reports

Regular client meetings

LAPIS SAVINGS CLUB

Open bank account with an online bank

Monthly Investment reports

No further fees

The Lapis Savings Club is a lower cost service for clients who wish to start saving by using one or several of our Lapis funds. This service is especially recommended for younger professionals who want to build a portfolio of outstanding companies that generate income and capital growth over the long term.

Institutional Clients Services

Lapis Funds

Our GAM – UCITS Fund is already widely used by private and institutional clients. Further information can be obtained under Lapis Funds.

Portfolio Management Services

We offer portfolios replicating one or a combination of our unique equity indices. This applies mostly to larger portfolios of HNWI or Pension Funds.

White Label Offerings

As described under Lapis Analytics, we offer White Label Products with one or a combination of our unique Lapis equity indices either as a fund or as a structured product (i.e. certificate).

Tailor-made Indices

We have many years of experience in developing, managing and publishing financial indices. We create customized indices according to your needs and offer support in developing new products to be offered to your clients.

Benchmarking

Our equity indices described under Lapis Analytics can be used as benchmarks for dividend yield equity portfolios.