Your Investments - Our Expertise

Professional investors rely on our expertise along the investment process
in planning, organizing, consolidated reporting and monitoring.

We turn big data
into smart data

We establish transparency and pave the way
for well-founded investment decisions and successful investing.

Investment Reporting

consolidated investment reporting for sound investment decisions

Investment Controlling

monitoring the investment process and challenging your asset managers for your success

Investment Consulting

consultancy and guidance for determining the investment strategy, asset manager selection and set-up of an effective investment organization

Investment Accounting

compliance with regulatory requirements and obligations such as auditable securities accounting

Portfolio Management Software

Professional tools & professional service for professional investment management

Multibank consolidation –
sound transparency for investment decisions

  • Stay ahead of the curve with our professional data management and consolidation service across banks
  • Your reliable decision basis with insights and transparency across investments
  • Understanding investment performance, risk and compliance on all investment levels at any time
  • Online-accessible consolidation including flexible tools for on-the-fly investment analytics

Fresh Insights


Do Swiss pension funds need to “green up”?

Our CEO Heinz B. Rothacher joined an interesting discussion with Dr. Dorothea Bauer and Martina Fuchs at CNNMoney Switzerland about Swiss pension funds and sustainable investing. Watch the special debate in full.


Swiss pension funds bounce back from 2018 losses

Investment & Pensions Europe (IPE), 16 May 2019 The equity market downturn in the last quarter of 2018 left many Swiss pension funds with major dents to their funding levels. On average the funding ratio of Swiss schemes fell to


Experts warn of bank stress test impact on covered bonds

Investment & Pensions Europe (IPE), 16 May 2019 Banks could be asked to tell the ECB how much liquidity they could generate from over-collateralised covered bonds – a move that has caused some experts to warn of negative consequences for