Blankart & Cie Ltd., Zurich

Asset Management

An asset management mandate saves you time since looking after your financial investments is no longer your concern and you can rest assured because we manage your assets with the utmost care and professionalism, with a particular focus on sustainable investments. Our clients thereby benefit from the independent research performed by our subsidiary Invera, which was already specialised in sustainability when many people did not even know this term.

It goes without saying that we adhere to the investment strategy agreed with you without exception. The performance targets set serve as benchmarks that we measure ourselves up against at all times.

Our selection process

Our security selection is based on a certified, two-stage selection process:

First, an independent ethics committee defines the environmental, social and ethical criteria that all the securities we select must comply with at all times. On this basis, a specialised ethics research team at Inrate Ltd., a Zurich-based rating agency specialising in sustainability, provides the hand-picked BLANKART investment universe.

We then subject the individual investments within the BLANKART investment universe to a fundamental analysis and select those that most closely correspond to the individual ESG criteria and that hold the best promise for earnings and/or growth opportunities.

Investor Protection

Supervision

Two new laws came into force on 1 January 2020: the Financial Services Act (FinSA) and the Financial Institutions Act (FinIA), which set out the licensing and conduct requirements for independent asset managers in Switzerland.

Under the new regime, independent asset managers are authorized by the FINMA and supervised by a supervisory organization. Blankart & Cie was granted an authorization as an asset manager on 17 August 2023. From that date, Blankart & Cie has been included on the list of asset managers authorized by the FINMA and supervised by a supervisory organization.

Blankart & Cie is monitored by the supervisory organization FINcontrol Suisse Ltd regarding its adherence with the requirements laid down in the Federal Act on Combating Money Laundering and Terrorist Financing in the Financial Sector and its observance with the rules of professional conduct for the practice of asset management, hence in the area of investor protection. Furthermore, it is audited and reviewed by the audit company TTP FINAUDIT c/o TTP Consulting Ltd both in terms of its compliance with supervisory law and the Swiss Code of Obligations.

Further information can be found here.

Investment advisory services

Do you wish to take your own investment decisions and are you looking for an independent advisor with whom you would like to exchange ideas if desired? We would be happy to be at your service, for example by means of a comprehensive portfolio analysis, advice on retirement provision, monitoring the development of your assets or a neutral evaluation of an investment opportunity.

Other wealth-related services

Other than providing asset management and investment services, we render a broad spectrum of further wealth-related services. Whether you need assistance in choosing a new banking relationship, would like a partner by your side when buying or selling a property, are looking for a property manager or building owner's representative, planning your succession or wish to set up a charitable foundation, we will guide you with our wealth of experience and expertise. We are dedicated to finding the right solution for you, together.

What can we do for you?

Asset Management

Our selection process

Investor Protection

Supervision

Investment advisory services

Other wealth-related services