Manage investment risk
Broad diversification across regions, asset classes and investing styles is absolutely essential and helps minimize risk. Our wealth management funds are also good choices for small-scale investments.
Our investment committee regularly evaluates the economic situation and determines the investment strategy for our fund solutions. Asset weightings vary depending on current market conditions.
Lean cost structure
You’ll reap the rewards of a lean cost structure at your wealth management fund. Wherever possible, we use cost-effective products such as direct investments and exchange traded funds (ETFs).