Sustainability Edge Sustainability is central to the firm’s investment philosophy, signaling a potential cross-sell for ESG-focused strategies, climate risk analytics, and sustainable fixed income or equities products to clients seeking long-term value aligned with responsible investing.

Global Reach With 13 offices across Europe, Asia and North America and over 180 investment professionals, there is an opportunity to expand relationships with multinational clients requiring integrated, cross-border asset management solutions and centralized reporting.

AUM Strength Assets under management of 58 billion CHF and a revenue range of substantial scale indicate capacity for expanded product throughput, advisory services, and premium client service tiers to drive deeper wallet share among existing clients.

Independent Model Wholly owned by partners and client-aligned governance suggest credibility for high-trust engagements, enabling sell propositions around bespoke mandates, personalized ESG integration, and fee arrangements that reward long-term partnerships.

Asset Class Breadth Capabilities across Fixed Income, Convertible Bonds, Equities, Multi-Asset and Alternatives open doors to cross-sell diversified strategies, custom portfolios, and multi-asset solutions for wealth managers and institutional buyers seeking integrated allocations.