Complementa assists institutional investors and high net worth individuals in matters of financial and organisational management since 1984. We exclusively represent the interests of our clients and point out risks, alternatives and optimisation potential. Our experience and expertise extends across the levels of strategy as well as implementation. We advise on the investment strategy (ALM), investment principles, investment organisation and manager selection in all asset classes. We review and assess the performance of appointed asset managers and support the decision making process through meeting attendance. Thanks to the consolidation of all assets and level-appropriate investment reporting, investors are always able to maintain an accurate overview, even in times of market turbulence.

The company is fully privately owned and supports 200 investors with assets of approximately CHF 280 bn worldwide. Our flexible services include investment consulting & controlling, reporting, ALM studies, securities and financial accounting as well as ESG services. To this end, around 60 experienced employees as well as top-class tools and databases are available.

Your Investments - Our Expertise.

Consulting

Investment Management

Complementa AG

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