Wealth management

Build.
Preserve.
Grow.

W
STANDING BY YOU SINCE 1964

For over 50 years, we have guided our clients through the complexities of the financial world.

As your family’s needs evolve over the time, we find the most appropriate solution to help you structure, protect and increase your assets.

Because our investment horizon is not day to day, but generation to generation.

WEALTH MANAGEMENT AT NOTZ STUCKI

It’s not what you do. It’s the way you do it.

FIERCELY INDEPENDENT

As pure investment managers, we have no conflicting activities so our advice is always impartial. Your interests always come first.

PARTNERSHIP

You are our partner. We provide you with comprehensive information and explain our investment views, so you can have a clear understanding of our processes. And, as we invest alongside our clients, we practise what we preach

WE MAKE IT PERSONAL

Spending time with you is essential, because a deep and mutual understanding is the only way to provide the solution that really fits your needs.

WE NEVER SLEEP

We wish we were perfect. We know we are not, but we relentlessly look for ways to improve our processes and our services, both through innovation and by thinking out of the box.

2 LEVELS OF SERVICE

DISCRETIONARY PORTFOLIO

With a discretionary mandate, you delegate the daily investment decisions to a team of seasoned professionals.

OTHER SERVICES

After a thorough assessment of your needs and preferences, we will regularly advise you on investment ideas and portfolio restructuring suggestions.

INVESTMENT PRINCIPLES

Finding the right way in uncharted territory can be tricky.
But our clear principles allow us to stay on course.

TAKING THE LONG-TERM VIEW

By looking further ahead, we capture major trends instead of following the chimera of market timing.

CONVICTION-DRIVEN

By running after benchmarks, you never arrive ahead. But active managers, led by strong convictions, can add value through alpha generation.

BEST-OF-BREED TALENTS

No single firm can be the best in every field, but a few talented fund managers consistently outperform their peers. So, for 50 years, we have developed a unique expertise in identifying and monitoring the best external managers. With over 600 manager visits every year, we have built a unique manager network.

PERFORMANCE, ABSOLUTELY

The best way to win is to avoid losses. Capital preservation is therefore our top priority and our goal is not to beat an artificial index but rather to deliver positive returns in various market conditions.

OUR CLIENTS
Diverse and international, our Wealth Management clients share the same demand for the highest standards of service, individual attention, and a sophisticated investment style delivering superior results.

People

Meet the people that make our Wealth Management unique.
back to
the top