Investment

Your savings deserve better than a dormant account.

Between inflation nibbling away and markets that intimidate, many never take the step. Our role is to build a strategy at your scale and explain it in plain language.

Your portfolioDiversified

Performance +18%

Securities

Funds

Crypto

Commodities

+18%

5 years

The ORIZON solution

The market is huge. Our job is to see clearly for you.

The market

300banks
6,000investment funds
200insurance companies

Our expertise

We select the best solutions neutrally and independently, according to your needs and goals.

Your success

We help you reach your goals and make your plans happen.

Your goals

Why invest? Four good reasons.

Every strategy starts with a goal. Yours sets the horizon, the level of risk and the investments we choose.

Growth and financial security

Grow your wealth and protect it from inflation, which slowly erodes money left in an account.

Planning and retirement

Prepare for retirement and fund specific plans, such as a home or your children's studies.

Income and diversification

Create an additional source of income and spread risk across several investments.

Responsible investing

Support companies and causes that match your values, without giving up returns.

Our services

Seven ways to put your money to work.

Hover over a category to see what it brings you. We combine the ones that fit your profile.

Review of your portfolio

Already invested? We review costs, risks and allocation, then tell you what is worth keeping.

Equities

Become a co-owner of companies. Over the long run the best-performing asset class, with swings you need to accept.

Bonds

Lend to governments or companies in return for interest. They steady a portfolio and cushion falls in equities.

Investment funds

Hundreds of securities in one product, managed to a clear strategy. The simplest way to diversify from the first franc.

Structured products

Tailored solutions that combine partial capital protection with market participation, following a scenario set in advance.

Commodities

Gold and commodities protect against inflation and crises. Gold often holds up when equities fall.

Cryptocurrencies

A small share sized to your profile, for high potential. Very volatile, never a substitute for a solid base.

Real examples

What 10,000 invested in 2014 became by 2024.

Four investments, the same starting amount and ten years of patience. The figures come from our investment presentation.

S&P 5002014 · 2024

201420162018202020222024

Invested in 2014

USD 10,000

Value in 2024

USD 27,631

× 2.76 times the stake

Despite the 2020 crash and the 2022 fall, an investor who stayed invested almost tripled their stake.

Performance of a single 10,000 investment made in 2014, before fees, taxes and dividends. Indicative curves from rounded yearly prices. Past performance is no guarantee of future results.

Our philosophy

Time does more than talent.

We do not promise to beat the market. We build diversified strategies aligned with your investment horizon, your plans and your risk tolerance. Then we help you stay the course, especially when markets get rough, because that is where performance is really made.

Horizon firstThe investment horizon determines the acceptable level of risk, never the other way round.
DiversificationSpreading across asset classes, regions and currencies rather than betting on one stock.
Costs under controlEvery franc of fees avoided is a franc compounding for you over time.
DisciplineRegular contributions and a written plan beat the intuition of the moment.