Protecting wealth, shaping the future
Wealth creates opportunity
We are conservative enough to hold onto proven methods, yet forward-thinking enough to incorporate the constant innovations on the investment markets and consider them throughout our portfolio design.
Liquidity
- Safety
- Reserves
- Flexibility
Income
- Reliable income
- Steady cashflows
- Inflation protection
Growth
- Optimised returns
- Wealth development
- Multigenerational portfolio
Family Office
- Private Office
- Strategic dialogue
- Direct investments
- Wealth management
We stand for the fundamental values of Switzerland: independence, autonomy, quality awareness and the combination of tradition and innovation. As established entrepreneurs, we have strong ties to Swiss industry and the market. Our core competence lies in the in-depth analysis of Swiss equities.
Our strategy specifically complements the Swiss market with international companies with a complementary focus. This allows us to tap into additional potential returns. Globally, we focus on companies, markets and sectors with sustainable growth.
Quality, Value, Diversification
We have anchored our investment principles in the Prio Partners Golden Triangle. We structure our strategies in such a way that they can withstand different market phases - like a tower building that stands on a stable foundation but requires flexibility in its structure to withstand storms.
Quality
Quality is the defining element of our investment philosophy
Value
We invest in assets at attractive prices
Diversification
Portfolio diversification as risk prevention
Income & Growth
We are an asset manager who makes investment decisions based on facts. We invest in liquidity, bonds, equities and gold.
Prio Partners Multi-Asset
The Prio Partners Multi-Asset Portfolio contains a global core allocation in liquidity, bonds, equities and gold and combines proven investment strategies from Prio Partners into a robust and conservatively managed core portfolio. The aim is to generate a steady and positive return over time. At the same time, the volatility of the portfolio is kept as low as possible. The portfolio strategy is tailored to the individual needs of our clients and consistently implemented using a systematic and gradual approach.
Prio Partners Equities
The focus of the Prio Partners equity portfolio is on the selection of outstanding companies at attractive prices that are active in structural growth markets. The attractiveness of an individual investment is assessed following a quantitative pre-selection as part of a careful company analysis. This is based on the three proven components of Prio Partners Golden Triangle analysis methodology: quality, value and diversification.
Prio Partners Active Indexing®
Prio Partners Active Indexing® is a systematically compiled ETF equity strategy that covers the global equity market, taking into account the value and quality factor premia. The objective of the Prio Partners Active Indexing® strategy is the scientifically based, forecast-free capture of long-term global market returns. The strategy pursues a rule-based investment process based on fundamental analyses of companies, countries and regions in developed and emerging markets.