Our three investment competencies, hybrid bonds of quality issuers, investments in blue chips plus exchange-traded options and private equity & real estate, can be perfectly combined as an income-oriented multi-asset approach.
Diem Client Partner's three strategies combined according to your needs. Read more:
Due to the subordination of the bonds, hybrid bonds pay a higher coupon as plain bonds do.
Due to the subordination of the bonds, issuer quality is key. We focus on high-quality companies only and monitor their credit carefully.
A large number of hybrid bonds feature have an implicit inflation protection. This is because of a switch to a floating interest rate (fixed-to-float structure) directly after the first possible call date.
In addition to income from dividends, a systematic option overlay provides further regular cashflows.
We only invest in US, European and Swiss large cap companies with outstanding market positioning, attractive valuation and growth profile as well as best-in-class balance sheets.
Selling call and put options not only provides additional cashflows, but also enables us to anticyclically enter and exit the market.
Real estate investments focuses on a good mix of income generating properties.
Both direct & fund-of-fund investments in private equity & debt, focus on capital gain & income generating assets.
Outstanding track record, with high tradability and low volatility.
The investment selection promotes environmental and social characteristics with attention for good governance practices.
For all portfolios, we take our clients' wishes into account during portfolio construction and define the asset allocation. If required, we also take care of the strategic bond and equity quota.
For all questions, we are happy to advise you personally.
Our team is at your disposal at any time.
+41 43 888 55 88