Clear Minds investment strategies and research
Optional. Enhance your offering with Clear Minds investment solutions.
Experienced investment committee with long-standing global expertise.
Three different strategies with five risk profiles.
Regular strategy updates and insights in market and product selection.
Global. A global portfolio focused on equities, fixed income and real assets.
Sustainable. A portfolio for your clients to help them make the world a little bit better.
Swiss. A diversified portfolio focused on investments in Switzerland.
Successful investment management builds on four principles:
Long-term investment horizon to profit from economic growth and reduce the impact of short-term asset fluctuations.
Diversification to control volatility by spreading risks over several markets and asset classes.
Best-in class products to ensure that each investment has an attractive and maintainable return potential.
Low costs to ensure that costs don't reduce the long-term return potential.
Asset allocations with a long-term strategic view with a focus on global and specialized markets.
Investment products and market insights that cover active and passive investment funds.
Reviews and risk management of our asset allocations and recommended products.
Alexander studied physics and economics and has been working in portfolio and risk management for more than 20 years.
Adrian has more than 20 years of experience in investment advisory, fund selection and global portfolio management.
Patrik studied financial engineering and economics and has extensive experience in portfolio and risk management.
Jan is passionate about investing and investment products and has devoted much of his studies to these topics. At Clear Minds he is responsible for data management and is part of the investment committee.
Jürg has many years of experience in wealth and asset management, where he held management positions in sales and fund selection.
Thomas Leitner has more than 25 years of experience in investment banking and asset management.