Asset Management

Professional asset management to institutional standards.

Rule-based strategies for long-term investment success.

 

 

Our Portfolios

Carefully designed investment strategies tailored to different risk profiles and investment objective.

 

Multi Asset Portfolios

Crisis Protection

A balanced mix of equities, bonds, and gold — aiming for long-term growth with controlled risk.

  • Dynamic Equity Allocation 25 - 75%
  • Global Diversification
  • Available as a managed mandate

Stock Selection

Performance

Focused global and Swiss equity portfolios with built-in crisis protection.

  • Flexible equity allocation of 0–100 %
  • Active selection and crisis protection
  • Available as UBS certificates

Equities Sustainable

Nachhaltig

Swiss and Global Equity Portfolios in cooperation with Basler Kantonalbank (BKB).

  • 100% equity allocation
  • Outperformance and sustainability
  • Available as funds

 

How to invest with us

You can access our portfolios via wealth management mandates, certificates, or fund.

Mandates

Individual wealth management mandates from CHF 500,000, implemented with a range of custodian banks (VZ, SGKB, LGT, Bank Rothschild).

  • Personal advice
  • Regular reporting
  • Tailor-made solutions

Certificates

UBS certificates, available for direct investment via ISIN.

  • No minimum investment
  • Daily tradable
  • Flexible and liquid

Funds

Swiss funds in cooperation with BKB, for institutional and private investors.

  • FINMA approved
  • Daily tradable
  • Citywire Top-Rankings

RESTRICTIONS ON ACCESS TO PRODUCTS ON THIS WEBSITE:

The information on this website is intended exclusively for professional investors within the meaning of the Swiss Financial Services Act (FIDLEG) who are domiciled in Switzerland. In case of doubt, please consult a professional advisor. Dufour Capital AG accepts no liability for any unauthorised use of this website. The information published on this website does not constitute a recommendation, an offer, or a solicitation to purchase or sell investment instruments. The published information and opinions are provided solely for personal use as well as for advertising and information purposes and may be changed at any time without prior notice.

Dufour Capital AG gives no warranty as to the accuracy, completeness, or timeliness of the published information and opinions. In particular, Dufour Capital AG is not obliged to remove information that is no longer up to date or to expressly mark it as such. The information on the website of Dufour Capital AG does not constitute decision-making aids for economic, legal, tax, or other advisory matters, nor should investment or other decisions be made solely on the basis of this information. Before making any investment decision, a detailed consultation tailored to the client’s situation should be obtained. As part of this consultation, you will also be informed about the costs and fees associated with acquiring any of the products listed here.

Terms of use and legal information: By accessing this website of Dufour Capital AG, you confirm that you have understood and accepted the terms of use and legal information in the disclaimer. If you do not agree with these terms, please refrain from accessing this area of the website.

Dufour Capital AG

 

Accept Deny

 

The information on this products website is intended exclusively for persons domiciled in Switzerland. Access for visitors from other countries is not permitted.
Terms of use and legal information: By accessing this website of Dufour Capital AG, you declare that you have understood and accept the following terms of use and legal information in the disclaimer.
If you do not agree with the terms, refrain from accessing this area of the website.

 

 

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