PORTFOLIO MANAGEMENT

Notz Stucki Origins leverages
Notz Stucki's 50-year expertise in both wealth and asset management.

Wealth Management

  • Discretionary Mandate: Client's portfolios follow Notz Stucki's recommended investment mandates:
    • - Conservative
    • - Balanced
    • - Growth, or
    • - Customized.
  • Advisory Mandate: Offering tailor-made solutions to answer clients' specific needs.

Asset Management

  • Clients' portfolios are partly invested with Notz Stucki Funds.
  • More than 20 funds currently in existence covering both traditional long only and alternative investments.