How to invest
@Diem Client Partner?
As an investment boutique, we offer customized investment solutions to our private and institutional investors.
Investors can choose between exclusively managed portfolios or asset management based on in-house funds.
In the institutional area, we are also often selected in special fund mandates as portfolio managers or advisors. Established contacts to the leading (international) capital management companies already exist.
We manage portfolios in CHF, EUR, GBP and USD, with and without currency hedging. In a mutual conversation the advantages of both strategies can be compared with the objectives.
In addition to dividends, we systematically tap additional sources of income through exchange-traded options on the largest companies in the US and Europe.
In addition to our bond and equity strategies, private equity & real esate investments increase portfolio diversifcation and income generation.
Our three investment competences can be perfectly combined as an income-oriented multi-asset approach.