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Investment services

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  • Direct Investments
    The most transparent way of investing your assets is the direct ownership of companies in your portfolio.

  • Discretionary Portfolio Management
    We will invest your assets into investment grade bonds and promising companies for the long term and according to your risk profile and your investment needs.

  • Advisory
    We will proactively suggest to you market opportunities according to your risk profile. You will always have the final say about each transaction.

  • Lapis Savings Opportunities
    We will open an account for you with a Swiss bank at no cost and no minimum amount. You can then choose the allocation of your preferred investment solution.

Funds & AMC

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All investment solutions follow proven rule based and scientific investment approach.

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