Services
EXTRACLASS
A Grand Cru – from the home region and internationally sought-after, like Wyss & Partner.
What distinguishes us from the asset managers of the banks? We provide personal, independent, direct support. We don’t just talk about it.
We Offer the Exceptional
We conduct our market and company research independently. This enables us to form an objective and well-founded market assessment, which serves as the foundation of our investment philosophy.
Our equity fund “Xantos” provides a unique opportunity to invest in small and mid-sized global companies that are highly dynamic and successful.
With our Dynamic Funds, we offer strategy funds of the same high quality — providing smaller investors with access to professional investment solutions.
Asset Management
With our knowledge and longstanding experience, we individually implement an investment strategy developed together with you – so that you have more time not only for yourself but also to achieve optimal results with your assets.
You benefit from our own well-founded market assessments and the investment philosophy based on them.
We are always on the lookout for new opportunities that arise from megatrends or current topics to incorporate into decisions on the portfolio structure, thus investing our clients’ assets in a forward-looking and targeted manner.
Regardless of the asset size, we will find an investment solution tailored to you. We would be happy to meet with you to explain options further.
What distinguishes us is continuity and experience. We rely on a long-term relationship with our clients, for this is the only way trust is possible. Our clients know us and we know them. This is also a prerequisite for correct investment of the assets entrusted to us. To this end, we bring with us the skills we have proven over many years to invest money prudently in a risk-conscious manner.
«What sets us apart is continuity and experience.»
Leo Wyss, the founder and president of Wyss & Partner, personally looks after a long-standing, loyal international and local clientele.
Funds
Three actively managed strategy funds in USD and CHF reflect the investment strategy and house view of Wyss & Partner. These strategy funds offer a cost-efficient and diversified investment solution, making them attractive for both retail investors and experienced investors alike.
The W&P Dynamic Growth CHF fund recently achieved 1st place at the Lipper Fund Awards in the category Mixed Asset CHF over 3 years. This award is both proof of and special recognition for our consistent investment strategy, our thorough market analysis, and the sustainable performance we deliver.
Our Xantos fund offers you exclusive access to investments in global small and mid-sized hidden champions.
With our funds we pursue an independent path. The Xantos equity fund offers investors with a longer-term horizon the nearly unique opportunity in Switzerland to participate in the small- and mid-cap sector of the global equity market. To this end, we continuously and meticulously search for smaller listed companies with above-average performance and growth potential in their sector. A highly exciting and enjoyable task.
«We pursue an independent path with our funds.»
Thomas Grünenfelder, Managing Director Funds at Wyss & Partner, has longstanding comprehensive expertise in asset management and financial analysis.
Family Office Services
In addition to pure asset management, we offer a wide range of services known as Family Office Services. For these, we have access to a strong international network of specialists. We would be happy to explain further details in a detailed discussion with you.
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Charitable Foundations
Your public or private foundation is in good hands with us. You can benefit from our many years of experience in managing the assets of charitable foundations.
The specific investment guidelines of your charitable foundation can be implemented with either collective investments only or with direct investments, as you request.
It goes without saying that we take the foundation’s objectives into account when making investments. We are pleased to support you in all matters relating to your foundation via our network.
Management of pension assets
We are mandated with the management of the pension assets of the PizSol InvestPool of Avanea AG.
This solution stands for a well-designed and innovative pension concept. It is open to optimizations that are specifically tailored to the individual needs and circumstances of the companies as well as the insured members. The pension solution combines a return-oriented investment strategy with integrated capital protection — ensuring stability today and a reliable pension promise for employees tomorrow.
PizSol Invest is aimed at companies that take responsibility and want to offer their employees not only security, but also an attractive terms through a high conversion rate.
In this way, we combine strong regional roots with professional, independent investment expertise.
