Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
Investment teams
We provide expertise across asset classes, geographies, and strategies through a single relationship.
Our investment approach is built on conviction over consensus and tailored to specific investment objectives. Through proprietary analysis, independent research and disciplined risk management, we deliver depth without complexity.
Putting client interests first, our independent, long-term perspective aims to help investors pursue their objectives with confidence.
Conviction Equities
Fixed Income Boutique
Based in Zurich and New York, the Fixed Income Boutique is an active manager aiming to capitalize on market trends and inefficiencies.
Multi Asset Boutique
Fundamental strategies to protect and grow investors’ assets in their chosen markets.
Quality Growth
Global equities specialists since 1984. We provide a boutique investment experience for institutional and intermediary clients around the world.
TwentyFour
Based in London and New York, TwentyFour is a specialist active fixed income manager with a strong reputation for performance, expertise and innovation. Offering Multi-Sector, Investment Grade, Asset-Backed Securities and Sustainable strategies, TwentyFour targets the best risk-adjusted returns from across the global bond markets.
Our commitment
A reliable partner
To support the investment goals of our clients, we strive to be their reliable partner. We are committed to delivering leading-edge investment solutions that address their needs. Investing side by side with our clients makes us partners and aligns our interests.
Adding long-term value
Dedicated to creating value, we manage our clients’ assets actively and invest only if we are convinced that its in the best interest of our clients long-term value objectives. We stick to our proven investment processes to deliver repeatable performance.
Sustainable investing
We offer sustainability-conscious solutions, supporting the United Nations’ Environmental, Social and Governance Principles for Responsible Investing, to benefit our planet and society.
Sharing our convictions
Clear convictions are a prerequisite for investment success. Our convictions are the result of our relentless in-depth analyses and calculations. We share our findings so that clients can invest with conviction too.
Insights
Fixed Income Boutique
Fixed income at a political crossroads
Fixed income markets are pricing more than the path of interest rates: they are weighing growth, inflation, and governments’ capacity to manage rising debt. From US and Brazilian election uncertainty to Treasury supply and French bond market volatility, investors may want to consider balancing duration and credit risk while discerning headlines from fundamental change.
Conviction Equities Boutique
The green multiplier: How finance scales environmental impact
How do financial institutions contribute to environmental outcomes when they are often one or more steps away from the real-world impact? This article looks at the role the industry can play beyond direct financing, and how these contributions can be measured.
Conviction Equities Boutique
Impact Report 2026: More than going green
The energy transition is no longer steered by climate considerations alone as the conflict in the Middle East has laid bare the vulnerabilities of import-dependent energy systems. Read the latest Impact Report for more insights into the forces influencing the transition.
Asset management
When conviction meets Swiss asset solutions
The second Swiss Investment Conference, held on 17 September 2026 in Zurich, brought together Hanneke Faber, CEO Logitech, Thomas Süssli, former Head of the Swiss Armed Forces, and Vontobel investment experts to explore innovation, transformation, geopolitics and investment opportunities in an increasingly uncertain world.
Fixed Income Boutique
Treasury yields are higher, but not unanchored
Are current rate levels justified by fundamentals and what are the implications for fixed income markets? In our view, higher rates are being driven by resilient nominal growth, fiscal pressures, and an energy shock, rather than a broad reacceleration in inflation.
Fixed Income Boutique
Oil shock: six months on, EM debt remains strong
Emerging market bonds have remained generally resilient despite a sustained oil shock, elevated geopolitical uncertainty, and tighter global financial conditions. Stronger policy frameworks, improved external balances, and healthier macroeconomic fundamentals have helped support performance this year.
Asset management
Replay: From Washington to Brasília - what key fixed income opportunities may lay ahead of us?
In this webinar our experts discussed about the latest developments in the US yield curve and examined Brazil’s elections to assess the implications for fixed income investors.
Fixed Income Boutique
Selectivity matters: Finding value across developed-market bonds
Developed market fixed income continues to present what we believe are diverse opportunities across sectors. AI-related issuance is reshaping investment-grade credit markets, high-yield investors are navigating a rate-driven repricing with growing dispersion, and Swiss bonds remain a defensive anchor where stability and quality may prove more valuable than headline yield.
Multi Asset Boutique
Investors’ Outlook: A shorter leash
The latest Investors’ Outlook looks at what could keep markets running and what might hold them back. The Multi Asset team explores what higher yields could mean for equities, why the pace of AI investment bears watching, and how the upcoming US midterm elections could affect markets.