Since 1991 Gräff Capital Management AG has offered private investors independent, professional services in all areas of asset management and investment consultancy.
As independent asset managers we offer a comprehensive range of services for all your wealth management needs. Whether you wish to make your own investment decisions or leave them up to us, we will provide advice and support.
Our specialties include classic asset management, investment consultancy and family office solutions.
Benefit from our independence when choosing banks and investment instruments, and take advantage of the wealth of experience and expertise of our specialists. They will be happy to guide you through the complex world of finance – and show you options tailored to your needs.
Asset Management
The asset management activities of Gräff Capital Management AG allow you to concentrate on the most important things in life.
Asset management is based on trust. By signing a portfolio management agreement, you leave the management of your financial assets up to us. With our support, you select the strategy and we implement it.
You determine your investment strategy for the upcoming years. In an in-depth discussion your risk and return objectives are laid out. We implement the asset allocation which you have chosen and actively work with your assets. You are regularly kept informed of how your investments are performing.
Classic investment mandates place emphasis on relative risk and return. We, however, also think in absolute terms. In difficult years, we adapt our equity exposure according to market conditions and can still be fully invested in spite of a reduced equity allocation.
Investment Targets
| Maximum growth (equity-oriented) |
You are focused on capital gains and invest mainly in equities and equity-like investments worldwide. You accept the associated fluctuations in value. You have a long-term investment horizon.
Allocation (equities 0 – 100 %)
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| Growth/Income (balanced) |
You are an investor with a balanced risk profile and would like to see decent growth over the medium to long term. The associated risk is limited by means of an adequate allocation to low-risk instruments.
Allocation (equities 0 – 50 %)
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| Income (income-oriented) |
You are income-oriented and attach most importance to the yield on your capital. You accept small fluctuations in value.
Allocation (equities 0 – 30 %)
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Family Office solutions
With a family office solution from Gräff Capital Management AG, a large part of your financial business is delegated to us for optimizing and monitoring.
Together with external specialists, we provide the following services:
- international tax optimization
- tax advice
- planning with regard to matrimonial property and inheritance law, execution of wills
- obtaining permits for people moving to Switzerland from other countries
- financial planning
- real estate management
- creation and administration of foundations, trusts and offshore companies
- personal and securities accounting