Fund Offering

With 1Swiss’s open product platform and global set-up, you have access to a unique selection of high-quality funds.

Funds are an attractive option if you’re looking for an investment that doesn’t require too much of your time, or if you’d like to diversify your existing portfolio. You might also want to consider funds if there is a specific sector, strategy or asset class that you would like to invest broadly in.

Our fund offering enables you to outsource the selection and management of your assets to some of the world’s best portfolio managers, who are vetted by us and constantly monitored by the 1Swiss Fund Offering team.

Why opt for funds?

Professional investment managers

Harness the expertise of portfolio managers equipped with experience, crucial market information, and detailed risk monitoring.

Economies of scale

Investment funds can be highly cost-efficient compared to direct investments thanks to ‘bulk-buying’ power and fixed fees that are shared across all of the investors in the fund.

Variety and diversification

Funds are available for different asset classes, regions, sectors, strategies, and themes – from global multi-asset funds for core allocations to thematic funds and different investment strategies such as satellite investments.

How does it work?

To ensure we provide you with the fund solution that best meets your needs, we sit down with you to discuss your current personal and financial situation, as well as your goals, investment horizon, and risk appetite. Together, we then develop your investment strategy.

Using the strategy as a basis, we select the funds that we have identified as being best aligned with your investment goals. Some factors that we might take into consideration here could include: where might exchange-traded funds be more suitable than actively managed funds, or what is the most appropriate cost structure and how liquid is the fund?

 

The products and services offered depend on the domicile of the client and the legal entity of 1Swiss.

What sets us apart

skilled-experts

Open architecture

We aim to offer the best funds in the industry irrespective of who manages them – large brand names, small boutiques, or 1Swiss.

Family-origins

Strong Analytical team

A dedicated team of analysts with over 180 years of combined financial markets experience conducts rigorous due diligence to select the best investment funds.

In-house-trust-companies

Broad, exclusive access

Our comprehensive shelf of funds, which range from ETFs and mutual funds to alternative funds, enables you to invest in any segment you’re interested in.

Frequently asked questions

1Swiss has a team of analysts who constantly conduct due diligence and monitor our approved funds. Before a fund is recommended to clients, it goes through a careful approval process and must be signed off by the Fund Approval Board.

It depends on how you would like to work with us. In an advisory relationship, we recommend funds to you and you make the final decision. In a discretionary relationship, we make these decisions for you while strictly adhering to the mandate you have given us.

We offer ETFs, core funds, thematic funds, alternative funds, long-only alternative asset classes, and private equity funds.

We provide the official reporting documents for each fund, such as factsheets and Key Information Documents (KIDs), but we also provide you with 1Swiss’s own reporting for your assets.

Let’s start a conversation today

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