PETER NÜNLIST AG

Our expertise for your
financial independence

INDEPENDENT AND SAFE

Tailor-made mandates

With an asset management mandate, you define an investment strategy together with us that we tailor individually to you and your financial needs.
As we work independently, we are free of any 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. Our experienced team uses this information to develop measures for a steady asset growth.

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

Additional services

Partnerships

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

Together with Unigamma AG we support you in any matters regarding real estate. In the sphere of art our collaboration with Barbara Seiler provides access to contemporary art works and exclusive exhibitions.

These additions to our range of services enable us to offer you an added value. You also benefit from our versatile relationships with universal banks, cantonal banks, and private banks through negotiated special conditions and consolidated reporting.

A glance at our
performance

The annual performance shown here is a selection of our model portfolios. Depending on the risk appetite, you can see examples of the Income, Balanced or Growth strategy.

Average performance (net after costs), indexed 01.01.2005
Disclaimer: The historical performance is no guarantee for the current or future performance. 

Licensed and supervised by FINMA and AOOS