Investments

Your needs and future plans play a central role in the investment of your funds. We offer you comprehensive and innovative investment solutions tailored to your personal situation or business plans.

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Investment Solutions

Have assets professionally managed through our discretionary mandate where our experts make investment decisions on your behalf based on your defined strategy. Prefer to stay involved? Opt for an advisory mandate and benefit from direct access to our market insights and investment recommendations, while retaining full control over final decisions. 

Investment Products

The right instruments are crucial for successful investing. Whether you are looking for classic investment products such as investment funds, foreign exchange transactions or money market instruments, or you’re exploring solutions for broader investment needs like structured products, alternative investments or medium-term notes – selecting the right mix is key.

Our Investment Teams

At CIC (Switzerland), our investment teams bring together deep market expertise, strategic insight, and a commitment to delivering sustainable financial growth. With a disciplined, research-driven approach, they analyse global trends, identify opportunities, and tailor investment solutions that align with your objectives. Whether through discretionary management or advisory services, our specialists provide the guidance you need to navigate the complexities of investing with confidence.

Partner with a team that understands your ambitions.

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Our Investment Philosophy

To help you invest successfully, we would like to meet with you to discuss and understand all aspects of your situation and your investment objectives. This meeting will also take into account your investor profile, which is based on your risk tolerance and your preferences for sustainable investments. We will use this information to determine your investment strategy.

At CIC (Switzerland), our investment philosophy is founded on four core principles:

Systematic Analysis

Our experts continuously monitor global financial markets, analysing trends and developments to form well-founded assessments of various asset classes. This rigorous analysis informs our investment decisions, ensuring they are based on current and comprehensive market insights.

Tailored Strategies

Recognising that each investor has unique goals and risk tolerances, we offer five distinct investment strategies ranging from value preservation to capital appreciation. Through in-depth consultations, we align your financial objectives with a customised strategy designed to meet your specific needs.

Disciplined Implementation

We emphasise the importance of discipline in executing and monitoring your investment strategy. By adhering to a structured approach, we help you build a diversified portfolio, mitigate unnecessary risks, and make informed decisions free from emotional biases.

Commitment to ESG Principles

We integrate Environmental, Social, and Governance (ESG) considerations into our investment process, offering sustainable solutions that positively impact nature and society while aiming for favourable returns. Our ESG-focused advisory mandates include companies committed to sustainability, enhancing innovation and resilience. This philosophy ensures that your investments are managed with expertise, personalised attention, and a commitment to achieving sustainable, long-term growth.

Corporate Social Responsibility

CIC (Switzerland) is well aware of its responsibility to society and the environment. Therefore it is particularly important to us to be careful and respectful in dealing with people and resources, as well as to have a responsible stance towards managing assets and taking financing decisions.

When it comes to investing, the three pillars of sustainable development are environmental, social and governance; these play an increasingly important part in selecting investments. That's why CIC (Switzerland) offers sustainable investment solutions, which not only have a positive impact on nature and the environment, but can also generate favourable returns. On request, the concept of sustainability can be taken into consideration in the advisory process. In addition, CIC (Switzerland) follows the directives of Crédit Mutuel Alliance Fédérale to ensure investments are fully compliant.

In the investment area, CIC (Switzerland) acts in accordance with the guidelines of the Swiss Bankers Association on the integration of ESG preferences and ESG risks and the prevention of greenwashing in investment advice and portfolio management. In the financing area, CIC (Switzerland) acts in accordance with the guidelines of the Swiss Bankers Association for mortgage providers on the promotion of energy efficiency.

Find out more in the brochure on the ESG concept of CIC (Switzerland).

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Precision and Control

The machine head enables fine-tuned adjustments to ensure a string is in perfect pitch. In asset management, this symbolizes the meticulous calibration of portfolios to align with clients’ financial goals. Each decision, whether a slight adjustment or a strategic shift, requires absolute precision and a well-trained ear. At the same time, material choice, build quality and mechanical maintenance of the machine head offer a strong foundation for its use and guarantee long term functioning.

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Investment Account

For long-term reserves, short-term capital or dedicated investment strategies – one account, multiple possibilities.

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Financing Solutions

Structured, adaptable, and always in sync with your goals – because the right financing can make all the difference.

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Lombard Loan

Free up capital without giving up your position. A Lombard loan from CIC (Switzerland) gives you access to liquidity while your investments remain in place, so you can act quickly, manage major purchases, or bridge a gap. 

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