Want to get more out of your finances? With our asset management, we at Point Capital look after your investment assets professionally and soundly. Based on comprehensive advice and analysis, we focus on your personal goals and design a customized investment strategy. At Point Capital, you can benefit from our many years of experience in the field of asset management – for private investors in Switzerland with high standards.
Asset manager with a passion
'Our investment solutions are based on our own proven models and not on emotions.' – Jules Kappeler, CEO & Founder
Asset management means 'wealth management'. And this is exactly what we at Point Capital have been doing for many years with a combination of sound expertise, extensive experience and a burning passion. Owner-managed, independent and based in Switzerland, we enjoy a high level of trust among our clients in the area of asset management. In line with our credo 'Quality Investing', we have been working from the outset with our own investment strategy, which is based on the pillars of clear focus, active asset management and personal proximity to investors.
For us, investing on behalf of our clients means never being satisfied. Instead, our asset managers ensure that we systematically exploit opportunities while reducing risk.
What makes Point Capital's asset management so attractive?
With us, you invest in investment solutions that are based on a strong investment strategy. We lay the foundations for a sustainably attractive investment long before you invest your assets on the stock market. This is because our sustainably successful asset management is based on our proven investment principles:
- Active (risk) management: security and success through constant market analysis and active, rapid action.
- Systematic: We do not make decisions emotionally, but on the basis of sound investment models.
- Flexible: When investing, we opt exclusively for highly liquid assets.
- Global: We utilize the global market potential and invest in developed countries worldwide.
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Our investment solutions in asset management
At Point Capital, we offer various services and investment solutions that are always individually tailored to your needs. When it comes to asset management, we decide on an investment strategy based on your objectives and extract a customized portfolio from it.
Multi-asset equity strategy
With the multi-asset approach, you invest in the asset classes equities, bonds and alternative investments – depending on the market conditions. With our asset management, you also simply determine your risk yourself with the risk characteristics Defensive, Balanced and Growth.
Your advantage: Stable returns in the long term
Trend' equity strategy
Our asset managers use mathematical models to identify the strongest trends on the stock markets. In this case, asset management is geared towards exploiting the securities with the strongest trends and avoiding the weakest.
Your advantage: Attractive long-term returns with reduced volatility
Selection' equity strategy
With our 'Selection' equity strategy, we find innovative quality companies for your investment. There are two variants for you to choose from: With 'Swiss Selection', we focus on Swiss blue chips with an international reputation and selected medium-sized companies with good market and growth prospects. The 'Global Selection', on the other hand, concentrates on high-growth companies in developed countries worldwide. In both cases, you can expect an attractive risk/return profile with active asset management.
Your advantage: Investments in real equity gems
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Asset management for private and institutional investors
Why is Point Capital the right asset management for you? Making provisions for the future or living off your assets today – as a private investor, you want to enjoy a financially carefree life and look to a financially secure future. This is exactly where we come in with our asset management for private investors in Switzerland. Our aim is to support you in achieving your financial goals with our know-how and combined expertise.
As an asset manager in Switzerland, we are your first point of contact if you have the highest demands on your asset development. Let us advise you without obligation. We will take time for your concerns and questions.
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What is asset management?
Asset management is the professional management of various asset classes with the aim of maximizing their value while minimizing risks. An asset manager manages a client's portfolio, which may include various asset classes such as equities, bonds, real estate and other assets, based on an individual investment strategy. This management is done through in-depth market analysis, regular monitoring and adjustment of investments to achieve the client's financial goals.
What asset classes are there?
Common asset classes include equities, which represent shares in companies and are traded on stock exchanges, and bonds, where the investor lends money to the issuer and receives interest in return. Real estate is also an important asset class and includes investments in physical land and buildings. Commodities such as gold, silver and oil offer a further opportunity for diversification. Investment funds and ETFs bundle a variety of assets and allow investors to invest in a broad market. Cryptocurrencies such as Bitcoin and Ethereum are also gaining in importance, as is private equity, which includes investments in unlisted companies.
