Publications

Regulatory Information

ADV Form Part 3
30/03/2023
ADV Form Part 2
26/03/2024
General Terms and Conditions
01/01/2022

Quarterly Letter

Review & Outlook - April 2024
16/04/2024
Review & Outlook – January 2024
18/01/2024
Review & Outlook – October 2023
26/10/2023
Review & Outlook – August 2023
18/08/2023
Review & Outlook – April 2023
17/04/2023
Review & Outlook – January 2023
16/01/2023
Review & Outlook – October 2022
14/10/2022
Review & Outlook – July 2022
12/07/2022
Review & Outlook – April 2022
12/04/2022
Review & Outlook – January 2022
17/01/2022
Review & Outlook – October 2021
Review & Outlook – July 2021
Review & Outlook – April 2021
Review & Outlook – January 2021
Review & Outlook – October 2020
Review & Outlook – July 2020
Review & Outlook – April 2020
Review & Outlook – Q4-2019
Review & Outlook – Q3-2019
Review & Outlook – Q2-2019
Review & Outlook – Q1-2019

Media

Announcement - Licence as Portfolio Manager obtained in Switzerland from FINMA
30/09/2021
2021 – Canadian-Swiss Chamber of Commerce magazine on Sustainability
22/06/2021
Citywire Switzerland November 2020 issue article.
08/12/2020
Citywire Switzerland May 2020 - ESG Special
22/05/2020
2020 – Canadian-Swiss Chamber of Commerce (p. 25)
2019 – Canadian-Swiss Chamber of Commerce (p. 27)
Citywire December 2016 – Issue 11
Citywire 09.17 – Issue 15
Agefi Janvier 2017 – Americans Welcome