Wealth Management
Building Wealth, Preserving Legacy.
Our Guiding Principles
Client-Centric Approach
What matters most to our clients, matters most to us. We offer transparent, tailored investment guidance, helping clients build long-term, sustainable portfolios aligned with their goals and unique needs
Independence & Integrity
As an independently managed company wholly owned by our employees, we invest alongside you. This means that our interests are always in line with your values
Holistic Portfolio Strategy
Our diversified approach integrates all asset classes, targeting sustainable and attractive returns with reduced volatility over the long term
Why Clients Choose Verium
Individual & Modular Investment Solutions
Strategic Asset
Allocation
- Portfolio construction & management
- Inclusion of liquid and illiquid asset classes
- Long-Term Investment Strategy
- Liquidity planing
Bespoke Investment
Advisory
- Selection & Evaluation of Investments
- Liquid Assets
- Private Markets
- Strategic Assistance with Direct Investments
Reporting &
Monitoring
- Consolidated Reporting of all Assets
- Portfolio & Risk Monitoring
- Fee Optimization
- Independent Portfolio Checks
Individual & Modular Investment Solutions
Strategic Asset Allocation
- Portfolio construction & management
- Inclusion of liquid and illiquid asset classes
- Long-Term Investment Strategy
- Liquidity planing
Bespoke Investment Advisory
- Selection & Evaluation of Investments
- Liquid Assets
- Private Markets
- Strategic Assistance with Direct Investments
Reporting & Monitoring
- Consolidated Reporting of all Assets
- Portfolio & Risk Monitoring
- Fee Optimization
- Independent Portfolio Checks
Independent
- No conflict of interests
- Management owned
- Bank independent
Client Focus
- Understanding of client needs
- Entrepreneurial approach
- Discretion & integrity
One-Stop-Partner
- Personalized client support
- Coordination of all wealth affairs
- Long-term relationships
Transparency
- Holistic asset monitoring
- Risk management
- Fee control
Sustainability
- Active sustainability considerations
- Reduction of investment risks
- Opportunities with positive impact
Investment Know-How
- Expertise across all asset classes
- Attractive long-term returns
- Broad diversification
Our Core Building Blocks
Our investment approach is built on a diversified, multi-asset portfolio, designed to deliver sustainable, long-term returns while balancing risk and opportunity
Equities
- Curated selection of top-tier fund managers, assessed through rigorous qualitative and quantitative criteria
- Identification of structural growth trends and emerging investment themes
- Ongoing monitoring, performance benchmarking, and portfolio optimization
Private Alternative Assets
- Low correlation to traditional markets, enhancing portfolio resilience
- Stable, recurring returns above publicly listed bond yields
- Reduced price volatility
Private Equity Indirect
- Fund investments with a long-term investment horizon
- Selection of top-tier managers with proven track records
- Global diversification across regions, managers, industries, and investment phases
Private Equity Direct
- Exclusive Verium club deals with active management
- Co-Investments alongside established partners
- Active strategic representation on board &/or via management sparring
Real Estate
- Real Estate Direct: Acquisition, development, and active asset management to secure stable, recurring income
- Development Projects: Direct investments and club deals in premium Swiss locations, focusing on value creation
