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Investments

The Investment Team supports asset managers and family offices in all related matters and tasks, and manages the assets of private and institutional clients. The range of services comprises tailored asset management solutions, active advisory, research and market opinions as well as consolidated risk and performance reporting and consulting.

Regular publications extend from a quarterly market outlooks to short-term trading ideas.
The experienced Aquila investment team formulates investment strategies and assists the asset managers’ investment committee with strategy definition and portfolio management.

With our consolidated risk and performance reporting we can provide our clients with an in-depth portfolio analysis and performance reporting. The team has been managing a series of investment funds and structured products for several years. For further information about Aquila Funds click here.

Our range of services at a glance:

  • Portfolio Management & Advisory
  • Fund management
  • Asset allocation recommendations
  • Trading ideas
  • Definition of investment strategies
  • Creation of model portfolios
  • Publications with copyright for asset managers
  • Lists of equity and bond recommendations
  • Investment proposal tool (automatic generation of investment proposals)
  • Portfolio and performance analysis, investment proposals, second opinion
  • Consolidated risk and performance reporting

Our team will be pleased to advise you at investments@aquila.ch.