Wealth Matters.
Your Investment Adviser navigates you confidently towards your destination

„Because life is not a long, calm river, it's important to have an experienced steersman who knows the course and how to steer your boat safely even through rough waters or storms.“

The best strategy, when it gets stormy again, is serenity. This succeeds with the offer of MD&Partners. It encompasses holistic as well as independent advice and support concerning your assets, which you can rely on in every stage of your life.

What matters most to us is our clients' wellbeing. That's why sustainability and a holistic mindset towards the entirety of your assets come first. Our services are forsightful, customised, tailored to individual needs and - if reasonable - even completely unconventional. This is how we create innovative, successful and lasting solutions for your assets.

When required, special investments such as private equity and private debt are also used successfully while significantly adding value in terms of yield return with manageable risk.

Tailored Portfolio Management

Philosophy
Only genuine valuables maintain their value, successfully sustain market turbulences and provide a stable performance in the long run

Style
Portfolio Management is a very delicate craftsmanship requiring expertise and passion. Your portfolio is managed according to your individual needs: actively, farsightedly and prudently.
If necessary unconventional against the main stream

Focus
Your needs adjusted to your personal situation

Capabilities
A highly qualified team with an entrepreneurial spirit
Access to all asset classes and all relevant stock exchanges and OTC markets
Relations with well-established prime financial institutions and independent Financial boutiques (tool box) in Switzerland, providing access to a wide range Banking facilities, sources and research

Our Portfolio Performance "Income"

Our Portfolio Performance "Balanced"

Our Portfolio Performance "Growth"

Asset Allocation

Long-Term Life Planning for Your Assets

Wealth primarily serves the fulfilment of personal life goals. In the process, it accomplishes various tasks – from securing a livelihood to self-fulfilment. That’s why we consider forward-looking financial planning and a sustainable asset structure to be a part of life planning. We want to accompany you individually on this exciting path and in the long run. We look at your specific life goals in the future, without losing sight of today. Our long-term life planning for your assets helps you to achieve your goals; as well as tomorrow’s financial welfare based on good financial decisions made today. We are also happy to assist you with the implementation of our recommendations.

Monitoring and Supervision of Your Investments

MD&Partners sees itself as a companion encompassing your asset structure – even if you already have a portfolio of various assets managed by your bank or an independent asset manager. As an external financial advisor, we accompany, monitor and control all your investments and the services of your financial partners. This includes identifying opportunities, taking countermeasures or detecting and eliminating previously unrecognised risks. We also offer an owner-managed and independent Family Office in Switzerland for entrepreneurs and entrepreneur families. In doing so, we not only monitor, manage and secure family assets, but also work together to shape long-term planning based on your life goals and wishes.

Alternative Investments:
Renewable Energies and Infrastructure Investments

Alternative investments are innovative investments, characterized by increased return potential and a particular complexity. These investments require special know-how, as they differ from traditional investments and simple financial assets such as equities, bonds or real estate. Infrastructure investments can include communication, transportation, care or social services. In these fields, the opportunities for infrastructure investments are widely diversified. Wind, hydropower and solar energy come into play in regenerative and renewable energies. MD&Partners holds the required specialist knowledge and has access to designated experts in this exciting segment of alternative investments. We know the opportunities as well as the risks and advise you in choosing the optimal strategy.

Classic Real Estate Investments / Healthcare Real Estate /
Special Real Estate in the Healthcare Sector

The supply of traditional real estate investments is now limited due to the increased demand. Thanks to our excellent partner network, we are nevertheless able to provide our clients with first-class real estate investments. Particularly interesting for us and our clients are innovative niche products such as special real estate in the healthcare sector. In our opinion, real estate in the healthcare and nursing sector represents an investment with enormous growth potential. Our focus here is on building complexes for Assisted Living, Health Centers and Hotels. Demand for modern care-giving places is increasing enormously and will ensure high capacity utilisation and the associated stable cash flow in the future. The advice and mediation are provided exclusively by us.