Investment Solutions

Investment Solutions is the investment management function of the private bank. Our sole focus is to care for, preserve and grow our clients’ wealth over the long term. With over 200 investment professionals working across the globe, we manage portfolios, generate innovative investment insights and employ them within a robust and nimble asset allocation framework.

Investment philosophy.

Our investment research team is among the largest of all Swiss private banks, and covers a broad spectrum, including: Equities Bonds (sovereign, corporate, convertible, etc.) Investment funds Alternative investments We use a structured investment process combining top-down asset allocation with our bottom-up convictions. As the world of lower economic growth reshapes traditional assets’ expected returns, we constantly rethink ways to improve investment outcomes.

We combine expertise across traditional and alternative asset classes with state-of-the-art portfolio construction techniques to help our clients unlock the right opportunities in a fast-evolving investment world Our strategic asset allocation goes beyond traditional investment strategies. We invest in differentiating, return-generating strategies that reflect the new economic and geopolitical realities.

Portfolio management.

Handler Group, we construct portfolios based on our clients’ goals, risk appetite, personal and tax circumstances. Our portfolio managers offer both discretionary and advisory investment services. With our discretionary offering, we invest on behalf of our clients. We draw on proven market expertise to help our clients achieve their financial goals. Our advisory solutions give our clients a two-way relationship with a dedicated banker who liaises with our investment experts. This investment service enables you to be in control but not alone.

Private assets.

We see many reasons to include private assets as part of a well diversified, long-term investment strategy. The benefits can include enhanced returns versus public markets, reduced volatility given lower exposure to short-term market movements, and greater portfolio diversification. Private assets are best suited to investors who can place capital for the long run and tolerate illiquidity. We favour a multi-year investment strategy across private asset classes, combined with traditional liquid assets as part of our ‘total wealth’ approach.