Our partners

Adaptivv, a spin-off from ETH Zurich, uses innovative technology to measure market stability in real time with the Adaptivv Sensor®. This scientific approach offers adaptive risk management to optimize portfolios in terms of risk and return for Swiss financial service providers.

Acolin connects asset managers to new distribution opportunities by acting as an independent partner to quickly resolve complex cross-border fund distribution challenges. Our compliance and regulatory expertise across the fund distribution lifecycle ensures that our clients are free to focus on growing their business.

Comprehensive financial planning is the core competence of Carefinance GmbH. The company combines banking advice, insurance expertise, and tax planning—independently of banks and insurance companies. As with Tareno, individual solutions are at the heart of what we do. They form the basis for our partnership with high net worth individuals.

ISS ESG is an internationally renowned expert in sustainable and responsible investing and is a market leader in the delivery of ESG data. With over 25 years of experience, ISS ESG supports Tareno and many other companies in the development of customised ESG solutions and innovative products.

Solutions & Funds' core competence lies in the launch and management of private label funds. The company offers tailor-made fund solutions under Swiss and European law and deliberately avoids standard solutions. This makes it the ideal partner for managing ourSchweizer Aktienperlenfonds.

Since 2011, the waterkiosk foundation in Tanzania has been committed to providing as many rural village communities, schools, and hospitals as possible with clean drinking water at low cost. Since 2021, the Swiss foundation has been a successful partner for drinking water projects in the impact share class of our water fund.

The organisation has been financing drinking water projects in Guatemala since 1994. In addition to project planning, engineering and construction work, the projects also include training for the village communities. The construction work is carried out by the village population. This increases identification with and responsibility for the buildings and ensures their long-term use.