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Verwaltungsmandate und Portfolio Management in Zürich

5 elements

«I know the price of success: dedication, hard work, and an unremitting devotion to the things you want to see happen.»

Frank Lloyd Wright (1869 - 1959)

The guiding principles which we nurture as responsible, independent and dedicated business entrepreneurs, are based on five elementary principles. In order to satisfy your high expectations in daily support, we are determined to re-affirm the social values and cultural associations which in the past have not always been given the emphasis they properly deserve...


Wealth management

«To be prepared is good, to be patient is better, but using the right moment in time, is everything.»

Arthur Schnitzler (1862 - 1931)

Management of your assets is founded upon trust and continuity. You are entitled to have confidence in a partner who listens to you and submits the right solutions to you...


Portfolio Management

«It isn't enough to know, you also need to apply; it isn't enough to intend, you also need to act responsibly.»

Johann Wolfgang von Goethe (1749 - 1832)

5 elements offers you six different strategies in the currencies CHF, USD, EUR and GBP.

In the case of our "discretionary" mandates (asset management mandate), you entrust us with freedom and responsibility to implement your investment decisions within the framework of a jointly defined and agreed strategy...