The Power of the Independence Model
Your comfort and your security of having a reliable and trustworthy partner at your side are our focus.
Our approach
In cooperation with you, we develop a long-term, bespoke asset management strategy tailor-made to your personal requirements and goals. We believe in making ample time for you and will bring our personal commitment to the table.
Transparency, simplicity and clarity are extremely important to us. To this end, we are happy to take our time and contribute our personal commitment.
Clients
Your requirements, preferences and goals form the base for your asset management solution.
Lumen Capital
The execution is done by us, and thanks to an open investment platform in your best interest.
Custodian bank
You prefer a specific booking platform - universal bank, private bank, cantonal bank or digital bank. We offer you a choice of custodian banks and are guided entirely by your preferences.
Capital
Banks
Our Choice of Custodian Banks
.png){kind=logo}
Our values
and investment philosophy
Focus
We focus on your overall situation, your values, and your requirements. Your individual wealth management concept and your investment strategy are based on your very personal profile.
A Long-Term Perspective
Our goal is to generate a sustainable return - with a continuous monitoring approach and across market cycles.
Independence
We source information from various partners and service providers and are thus able to act completely independently and objectively.
Open Architecture
We do not offer our clients proprietary products but rather favor the concept of an “open platform”, which enables us to offer the best solutions to our client and avoid any conflicts of interest.
Competence and Agility
We identify relevant structural as well as tactical investment themes for you. This is where our flexible investment process, experience and international network of relationships come into play.
Portfolio Diversification
We generate attractive, risk-adjusted performance through portfolios diversification across investment classes, geographies, and sectors.
Our values
Focus
We focus on your overall situation, your values, and your requirements. Your individual wealth management concept and your investment strategy are based on your very personal profile.
A Long-Term Perspective
Our goal is to achieve sustainable returns over various market cycles through long-term, pro-active investing and continuous monitoring.
Independence
We source information from various partners and service providers and are thus able to act completely independently and objectively.
Open Architecture
We do not offer our clients proprietary products but rather favor the concept of an “open platform”, which enables us to offer the best solutions to our client and avoid any conflicts of interest.
Competence and Agility
We identify relevant structural and tactical investment themes for you based on our flexible, dynamic investment processes, our experience, and our extensive international network.
Portfolio Diversification
We generate attractive, risk-adjusted performance through portfolios diversification across investment classes, geographies, and sectors.
“We fully focus on meeting your high expectations. Long-term, trust-based partnerships with you and with our business partners are important to us. This is what we are committed to – with passion and relentless hard work and dedication.”
Visit us at our locations in Zurich or Wollerau:
Lumen Capital (Schweiz) AG
Stockerstrasse 54
8002 Zurich
Switzerland
Lumen Capital (Schweiz) AG
Samstagernstrasse 41
8832 Wollerau
Switzerland