PETER NÜNLIST AG

Our expertise for your
financial independence

INDEPENDENT AND SAFE

Tailor-made mandates

With an asset management mandate, you establish an investment strategy with us that we tailor to your individual needs and that is based on your financial requirements.
As we work independently, we are also free of conflicts of interest and can draw on an excellent network of renowned banks in Switzerland and Liechtenstein.

ASSET MANAGEMENT

Our proven investment strategy

The goals and needs as well as the investment horizon of our clients form the basis for the risk appetite and the investment strategy. From this, our experienced team develops the measures for steady asset growth.

Investment selection is based on a detailed analysis of individual asset classes, countries, sectors and companies. Ethical and environmentally friendly factors are taken into account.

Additional services

Partnerships

Peter Nünlist AG has been cooperating for several years with Xperts Finanz AG, which operates as a fiduciary office. Thanks to this partnership, we can offer you family office services in the sense of holistic asset management (financial planning, pension advice, accounting and taxes).

Together with Unigamma AG we support you in real estate matters. In the field of art, the cooperation with Barbara Seiler gives you access to contemporary works of art and exclusive exhibitions.

With these additions to the range of services, we can offer you additional added value. You also benefit from our wide-ranging relationships with cantonal banks, major banks and private banks through negotiated special conditions and consolidated reporting.

An outlook on our services

The annual performance shown here is a selection of our model portfolios. The Income, Balanced and Growth strategies are shown as examples, depending on your risk preferences.

Average performance (net of costs), indexed 01.01.2005
Disclaimer: Historical performance is no guarantee of current or future performance.

Licensed and supervised by FINMA and AOOS