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Investment approach

Beyond the 60/40 Model.

Inspired by leading university endowments, our investment approach goes beyond traditional stock and bond portfolios. We combine public markets, private assets and alternative strategies within a disciplined framework tailored to each client’s objectives, liquidity needs and risk profile.

The Investment Office Model.

A modern Swiss Investment Office combining institutional investment discipline with the independence and agility of an entrepreneurial firm.

  1. 01

    Institutional Discipline

    Endowment-inspired allocation frameworks combined with robust governance, risk oversight and long-term consistency.

  2. 02

    Independent Advice

    Fully independent from banks and product manufacturers, ensuring conflict-free decisions aligned exclusively with client interests.

  3. 03

    Integrated Capital Management

    Holistic oversight of assets and liabilities, integrating wealth management, financing and private market exposure within a unified framework.

  4. 04

    Privileged Access

    Selective access to institutional-quality private investments, integrated thoughtfully into portfolios rather than treated as stand alone opportunities.

A diversified architecture.

Public, private & alternative strategies.

Leading university endowments pioneered diversified multi-asset portfolios combining public markets, private assets and alternative strategies. Swisseon adapts this institutional framework for private capital, integrating strategic asset allocation, broad diversification and selective private market exposure to build resilient portfolios across market cycles.

60/40
Traditional
30+
Endowment
  • Equity · 60%
  • Fixed Income · 40%
  • Cash · Liquidity reserve*

*Cash shown separately from the illustrative 60/40 strategic allocation.

  • CashCash · Short-term instruments
  • Fixed Income & CreditBonds · Private credit
  • EquityGlobal equities
  • Real AssetsReal estate · Natural resources
  • AlternativesPrivate equity · Venture · Absolute return

Five broad asset families encompassing 30+ asset and sub-asset classes. Segment sizes are illustrative, not target allocations.

Investing through the cycle.

Allocation is recalibrated as the economic regime evolves. Each phase carries its own opportunity set and risk profile.

Select a phase to see how we position the portfolio.

Growth ▲ · Growth ▼ Inflation ▼ · Inflation ▲

1. Recovery

Growth re-accelerates from a trough. Inflation contained. Policy still accommodative.

Preferred assets

  • Equities (cyclical, small caps)
  • High Yield credit
  • Emerging Markets
  • Real Assets (reflation hedge)

Capture the reflation. Add risk decisively while valuations remain dislocated.

2. Expansion

Growth above trend. Inflation rising. Central banks moving toward neutral.

Preferred assets

  • Equities (quality, broad market)
  • Commodities
  • Real Assets (inflation linked)
  • Investment Grade credit

Stay invested. Tilt toward inflation beneficiaries and rotate away from long duration.

3. Slowdown

Growth decelerates from peak. Inflation still elevated. Restrictive policy.

Preferred assets

  • Cash and short-dated paper
  • Defensive equities
  • Gold
  • Alternatives (low correlation)

Reduce cyclical exposure. Build optionality. Protect against the late-cycle drawdown.

4. Recession

Growth contracts. Inflation rolls over. Policy pivots toward easing.

Preferred assets

  • Government bonds (long duration)
  • Gold
  • Defensive equities (staples, healthcare)
  • Cash for tactical redeployment

Preserve capital. Prepare the redeployment list. Begin to add risk into the trough.

Institutional research, fully integrated.

We combine institutional-grade research with proprietary analytics to support disciplined investment decisions across public and private markets, from strategic asset allocation to individual investment opportunities.

  1. 01Aggregation

    Institutional Research

    We consolidate institutional-grade research across public and private markets to support asset allocation, manager selection and opportunity assessment.

  2. 02Analysis

    Proprietary Analytics

    Our analytical framework combines research, market data and risk indicators to translate complex information into actionable investment insights.

  3. 03Decision

    Disciplined Due Diligence

    Private market investments are assessed through a structured due diligence process covering financial fundamentals, risks, governance and portfolio fit.

A structured process at every stage.

A disciplined, transparent approach to managing your wealth, from understanding your objectives to implementing and overseeing your investment strategy.

  1. 01

    Discovery & Objectives

    We take the time to understand your financial situation, investment objectives, liquidity needs, time horizon and risk tolerance.

  2. 02

    Mandate Design & Custodian Selection

    We design a tailored investment mandate and help select suitable custody banks, considering your priorities, reporting needs and counterparty requirements.

  3. 03

    Portfolio Implementation

    We implement a diversified investment strategy across public markets, private assets and alternative investments, with a focus on transparency and cost efficiency.

  4. 04

    Investment Committee & Oversight

    Our Investment Committee reviews market conditions, portfolio risks and investment opportunities, adjusting positioning where appropriate within your mandate.

  5. 05

    Risk Monitoring & Reporting

    We monitor portfolio exposures and performance, provide consolidated reporting and regularly review your strategy as your needs evolve.

We manage wealth the way we manage our own.

As investors ourselves, we bring personal conviction, disciplined judgment and a long-term perspective to every client relationship.

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