Notenstein Classic is an investment solution that provides exceptional individuality and flexibility in the implementation of your investment needs. When you choose a Notenstein Classic mandate, we tailor the portfolio exactly to your requirements and select the optimal investment instruments for you to attain your investment goals.

Switzerland is an attractive investment region thanks to its high competitiveness, resistance to crises and its excellent economic conditions. With a Notenstein Classic Swiss mandate, you choose a customised investment solution with a strong focus on Switzerland and the Swiss franc.


In the bond component of the portfolio, we eliminate currency risks by exclusively using CHF instruments, while the equities component is invested primarily in Swiss companies.

The Notenstein Classic Global mandate is an investment strategy with a global focus. As with all Notenstein Classic mandates, we customise the asset allocation to your personal investment goals and needs. In selecting the investment instruments, we aim to ensure that your portfolio can benefit from the most significant long-term global developments.