The DJE Group is independent. We advise our clients professionally and objectively, free from any corporate guidelines, and tailor our investment strategy to their individual wishes, needs and risk appetite - and have been doing so since 1974.

Our asset management is based on a value-oriented investment approach with a simultaneous focus on absolute returns. We also work according to the behavioral finance principle.

The combination of these factors means above-average results for our asset management over many years. Asset management is a service that involves changing conditions depending on the volume. That's why we offer you a minimum investment amount of

• Wealth management
  • From CHF 500,000: individual asset management based on an in-depth analysis of individual securities
  • Transparent, comprehensible reporting and personal support

This separation is neither strict nor qualitative, as only the economically sensible scope for individual investments increases with the size of the portfolio in terms of allocation

.

As a member of the Association of Swiss Asset Managers VSV-ASG we have also formally committed ourselves to always offering the highest quality. The association's strict code of conduct requires decisions to be made exclusively in the interests of the client.

We work with the following custodian banks in asset management:

• Credit Suisse AG
• UBS AG
• Bank J. Safra Sarasin Ltd
• Swissquote Bank
• Vontobel

Investment strategy and asset allocation

Bringing together the most diverse investment needs and requirements with a wide range of investment options is our task. This is why we take the time to hold detailed discussions in which we define key objectives, risk tolerance and liquidity requirements. We then use these to develop an individual investment strategy for each of our clients. When this strategy is finally applied, the assets are allocated to various asset classes such as equities, bonds or currencies. Over the years, we have defined investment approaches from which we have been able to derive suitable funds for asset management. But of course we also enable our clients to make individual investments in equities and fixed-interest securities

What makes us strong in asset management:

• An investment strategy based on our proven FMM method, which incorporates not only fundamental data but also monetary criteria and market-related, i.e. sentiment factors into the analysis
.
• In-depth analytical expertise with an in-house research team that conducts many hundreds of company interviews every year.
An elementary independence from corporate guidelines and general benchmark indices.
• Individual, transparent and comprehensive client support from experienced DJE advisors.
A corporate culture that promotes flat hierarchies and flexible action.

 

Reporting - transparency - trust

We receive powers of attorney for asset management and act on behalf of our clients. This relieves them in their day-to-day business, but also requires a special relationship of trust. We are well aware of this and therefore handle client concerns with care at all times. We sensitize our employees to constantly review the investment restrictions and hedging requirements of our customers. In this way, we ensure continuous monitoring of activities in the custody account. We inform our clients promptly about the latest developments, as we consider professional reporting to be indispensable. We communicate the performance of the investments in a data-based and comprehensible manner and provide a personal contact person for any queries. Our own remuneration model is also characterized by transparency: Management contracts without unnecessary clauses provide a quick and uncomplicated overview of our fees.