Asset Management
​​
As an independent asset manager, we provide discretionary portfolio management, developing comprehensive investment strategies tailored to each client's individual risk profile and specific needs. We continuously monitor financial performance and actively rebalance portfolios in response to evolving market conditions.
​
Our goal is to achieve consistent, above-average returns while carefully managing investment risks across various market cycles. To ensure security and flexibility, we collaborate with some of the most trusted banking institutions in Switzerland.
1.618 Capital AG operates in full compliance with Swiss laws and regulations and is licensed by FINMA to perform portfolio management activities.
​
Investment Advisory​
​
In today’s rapidly evolving global landscape, influenced by market volatility, technological progress, and geopolitical factors, investors are increasingly turning to diversification as a key strategy to protect and grow their wealth.
​
With deep market expertise in equities and bonds, we offer comprehensive coverage of developed markets as well as selected emerging economies with proven growth potential. This enables us to identify high-potential investment opportunities while managing risk across diverse regions and sectors. We also provide clients with strategic access to alternative investments, enhancing diversification and optimizing portfolio performance.
​
Our process begins with a comprehensive understanding of each client’s unique goals, risk tolerance, and financial expectations. By thoroughly evaluating existing portfolios, we tailor our strategies to align with long-term objectives and evolving market conditions. We then provide ongoing, proactive support, ensuring portfolios are regularly rebalanced in response to changing market dynamics, economic events, and shifting client needs. This approach allows us to maintain a balanced, resilient portfolio while capturing new opportunities as they arise.
​​​​
Family Office Services for Entrepreneurs
​
1.618 Capital AG also provides highly personalized M&A services for clients seeking to acquire or divest business assets. Our approach begins with an in-depth business valuation, carefully analyzing the financial health and potential of the target assets. We conduct thorough due diligence, identifying both opportunities and risks to ensure informed, strategic decisions. Our expertise extends to facilitating price negotiations, securing the most favorable terms for both buyers and sellers.
In addition, we guide clients through securing financing for business ventures, whether through private loans tailored to specific needs or by helping navigate the complexities of public debt issuance. With this comprehensive support, we empower clients to achieve their entrepreneurial objectives, ensuring every step is handled with the utmost precision and expertise.