Are you facing the question of how you can respond to the changing needs of your customers with a sustainable product range and ultimately benefit from the increasing demand?
Efficiency and future-oriented systems are becoming increasingly popular. Building up products and services yourself is cost-intensive and there is usually a lack of expertise. Know how and resources have to be built up in various areas (compliance, research, portfolio management, customer advisors, reporting and marketing), which involves considerable financial and personnel investments. As a pioneer and leading institute in the field of sustainable and future-oriented investments, we take this work off your hands – you concentrate on the customer interface. We support you not only in the development phase of investment solutions, but also accompany you with passion in the implementation and establishment phase.
You benefit from our more than 25 years of expertise in the field of sustainable investments. This experience includes research, portfolio structuring, portfolio management, consideration of regulations, sales concepts, training and marketing. We know how to inspire employees and customers with these topics.
Opening up new customer segments
Inspire existing customers
Cost savings through outsourcing
Credibility through a competent partner
Rapid implementation – speed to market
Experienced and flexible team
Head of Business Development
+41 44 215 55 05