GWL

Asset Management since 1992

We simplify a complex world We help chart a path to financial health We provide Investment Solutions for every need We are a Global Investments Manager

Why GWL ASSET MANAGEMENT AG Stands Apart

At GWL ASSET MANAGEMENT AG, we combine deep investment expertise with the strength and reliability of the Swiss financial regulatory framework—one of the most robust and investor-focused in the world. Our team consists of highly educated professionals with decades of experience navigating global markets and managing assets through every major financial and economic crisis since 1990: from the Asian financial crisis and dot-com collapse to the 2008 global meltdown, the Eurozone crisis, the pandemic-driven selloffs, and the inflation-driven dislocations of recent years.

This long-term perspective gives us a strategic edge—one built not on speculation, but on rigorous analysis, prudent risk management, and independent thinking. Operating under Switzerland’s FINMA-regulated environment, we uphold the highest standards of fiduciary duty, transparency, and client protection. Our structure ensures that client interests are never compromised by conflicts of interest or product-driven incentives.

At GWL ASSET MANAGEMENT AG, we do more than manage assets—we act as long-term stewards of your capital, preserving and growing wealth across generations with integrity, foresight, and discipline. For discerning investors who value both performance and protection, GWL represents a partner of trust in an increasingly complex financial world.

We rely on sound economic theory and analysis delivering long-term, consistent results

Discretionary Portfolio Management

A State-of-the-Art Portfolio Management tailored to your own investment needs and style, while meeting your personal risk criteria.

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World Equity Funds

World Equity Funds with stellar performance records amongst the top of their peers.

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Sports Desk

A brand new pack of services addressed to high-performing athletes of domestic and international profile, meeting their present and future investment and financial needs.

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Foundation Services

Specialized knowledge and services aiming to protect your family assets and overall wealth throughout your life span

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1

Weekly meetings and real-time monitoring

Monday and Friday meetings assessing the following

– Markets update
– Central banks announcements
– Economic releases
– Reports from various Investment Houses
– Trends and technical analysis

2

Review of capital markets and portfolios

– Monitoring cash and asset allocation
– Stocks Valuation
– Bond yields and ratings update
– Monitoring risk in portfolios
– Checking overbought and oversold securities

3

Portfolio rebalancing & restructuring

– Make the relevant adjustments
– Buy/Sell instruments at limit price levels
– Review of technical analysis
– Adjust risk metrics

4

Asset class developments review

– Asset class review
– Asset Allocation revisited twice on a weekly basis
– Asset class changes in the event of markets conditions changes
– Asset class review of Investment Houses

Our Banking Relationship and Custodians

EFG

UBS

What we do?

For nearly three decades, our overall goal has been to build compelling and repeatable investments, highly diversified across signals and regions, and within a risk-controlled framework.

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