For 25 years, pension funds, insurance companies, companies, organizations, and foundations have relied on XO Investments for expert investment advice and wealth management services.
With its experience and numerous references, XO Investments is able to handle comprehensive advisory and management mandates. These services include the following, which can be contracted separately:
ALM
Investment Advisory
Risk Management and Controlling
Governance
Specialized Management
Diversified Management
Transforming Your Expectations into Results Concrete
These few words summarize our added value and our daily commitment to our institutional clients, whatever their needs.
Advisory and management reinforce each other
Open-mindedness
Risk management
Active investment approach
Our commitment aims to promote the long-term development of the financial system. We have incorporated sustainability criteria into the heart of our processes, thus affirming our determination. The integration of sustainability elements into our services is personalized, based on each client's specific sensitivities. This approach permeates every step of our investment process as well as our ALM studies. XO Investments also demonstrates its commitment as a signatory of the PRI (Principles for Responsible Investment) and as an active member of SSF (Swiss Sustainable Finance).
The skills of our employees are the key to our success. Whether they are wealth managers, wealth advisory specialists, family offices & trusts, occupational pensions, investment, risk, compliance, IT managers, or management assistants, our team is composed of professionals with many years of experience in their respective fields.
