Portfolio management

Having pioneered the concept of building portfolios around the finest asset management talents available, the Notz Stucki Group is one of the leading independent wealth management companies in both Switzerland and Europe.

A strategic presence

With teams in leading financial hubs - Geneva, Zurich, London, Luxembourg, Hamilton (Bermuda), Madrid, Milan, Mauritius - the Group has a global presence across all time zones.

An entrepreneurial spirit serving a demanding clientele

The expertise of its experienced team enables Notz Stucki to offer a complete range of services to both private and institutional clients internationally. The Group offers the benefits of a global approach that concentrates on three areas of activity:

  • Discretionary portfolio management
  • Advice on portfolio construction and management
  • Investment funds, including white-label funds
  • Funds Services: fund engineering, EU distribution to qualified investors, ManCo Services for third party UCITS V