We are an investment company – We develop strategies that participate in the current major secular transformations in order to achieve superior performance for our clients.
We are aware of our responsibility, which is based on two imperatives: on the one hand, as a trusted partner committed to preserving and developing our clients’ assets over the long-term. On the other hand, as a responsible investor, committed to examining the various impacts of our investment activities.
We benefit from a culture of proximity, inherited from the traditional Geneva private banking model. We understand it as the result of a three-fold requirement:
Authenticity: we are deeply Swiss and rooted in a long tradition of Geneva banking, open to the world.
Professionalism: we are aware of the complexity of finance and work tirelessly to provide relevant investment solutions.
Personalisation: we commit ourselves individually to strengthen the relationship with each one of our clients, and develop a privileged, tailor-made, relationship.
Pioneers in sustainable progress
We have always been aware of our responsibilities as an investor, which is why we have always been committed to sustainable finance, encouraging us to initiate innovative perspectives – no matter how simple or radical they may be.
Our mobilisation began in 1997, when we created the Electricity Investment Company (EIC), which anticipated the profound structural changes linked to energy, especially renewable energies. Our action continued in 2001 when we co-founded Blue Orchard, the first microfinance impact fund. Then in 2006, we presented the Cadmos Engagement Funds.
In 2008, we signed the Principles for Responsible Investment (PRI) proposed by the United Nations. In 2019, our commitment is publicly recognised through our nomination, together with the Cadmos Peace Investment Fund, at the first PRI Awards in the category “Active Ownership Project of the Year”.
The values that guide our action
Driven by an entrepreneurial spirit, we defend independent thinking and responsible actions to capitalise on the future.
Determined to carry out our projects successfully, we stay the course in a changing world.
We strive to improve the investment strategy, by anticipating the major secular transformations to come.