Reto Nägele

Principal Vermögensverwaltung is an active manager which aims to preserve and grow customer wealth. They manage portfolios on a discretionary basis and help clients to define their asset allocation and appoint investment managers. Through their business partner network they assist private clients and their families to organize their tax planning, asset protection and succession planning. The firm analyzes and evaluates client investments and assists them in formulating investment objectives. They help to select asset managers and support clients with the negotiation of terms and fees and the definition of appropriate benchmarks for their mandates. They assist in the selection, subscription and monitoring of alternative investments such as hedge funds and private equity funds. They also offer currency overlay services.

Aran is a conservative investment manager following a growth-oriented investment approach when market conditions allow, and focused on capital preservation over the long term. Their investment philosophy emphasizes absolute return. Their investment approach targets low risk, liquid securities of and high quality. Aran invests globally in a diversified portfolio of equity, debt and money-market instruments, and aims at spreading investment risks. The firm invests in blue chip stocks as well as in small- to mid-cap companies, favoring Canada, the US, the UK and Switzerland. Aran manages widely diversified portfolios following an index-free investment process, without country or sector restriction. The firm's assets may remain largely disinvested when market conditions are not favorable.