Asset Management
Our core business is asset management. We offer equity investments, bond investments and multi asset mandates. The investment objectives we pursue include capital gains, income and asset preservation.
Co-Investment
We offer our clients the opportunity to invest in the same investments as we do. It goes without saying that we handle our private assets with care. Co-investment should ensure a peaceful sleep – at least we are in the same boat together.
Consulting services
We support you in choosing the right investments and check them regularly for your personal needs. We can meet most requirements with our asset management mandates and funds. In special cases we offer additional advisory services.
Pension provision
Format offers portfolios for all Swiss pension funds. This includes investments for pillar 3a, vested benefits, mandatory pension funds and extra-mandatory pension funds.
