Next best actions
Action required(6)
Event · Risk · May 03, 2026 · 14:10 CET
CIO downgrades China Mobile to Sell on state-control risk
Macro2 clients
Brief →Event · Risk · Jun 20, 2026 · 06:30 CET
Amazon hit by EU warehouse-labour investigation
Reputational2 clients
Brief →Event · Risk · May 20, 2026 · 09:00 CET
CIO recommends rotating out of Swiss staples into US AI names
Macro4 clients
Brief →Event · Risk · Jun 20, 2026 · 06:50 CET
Novartis shuts down two neurology drug programmes
Reputational3 clients
Brief →1 / 6Tap to nextHold to see all
Opportunities(5)
Event · Opportunity · May 28, 2026 · 11:00 CET
Bank launches CHF-settled Bitcoin structured note
Opportunity2 clients
Brief →Event · Opportunity · Jun 18, 2026 · 08:00 CET
Richemont guides ahead on Asia luxury rebound
Opportunity2 clients
Brief →Event · Opportunity · Jun 19, 2026 · 17:45 CET
Roche posts positive Phase III for Parkinson's drug
Opportunity3 clients
Brief →Event · Opportunity · Jun 20, 2026 · 07:30 CET
Unilever drops deforestation suppliers, funds Brazil reforestation
Opportunity3 clients
Brief →1 / 5Tap to nextHold to see all
Macro & CIO(1)
Eugen & Lisa Räber · UHNWI · CHF 10.0M
Reject CIO TAA, propose Schindler + Siemens compromise
MacroHigh
Review →1 / 1Tap to nextHold to see all
Your book
Tap a card to flip
Hubertus & Carmen Schneider
UHNWI · CHF 10.0M
Global Balanced, Venture Philanthropy tilt
Balanced, Global Discretionary
Tap for recommendation
Recommendation
ReputationalHigh priority
Rotate Novartis to Roche, neurology pipeline alignment
Swap the full 5.8% Novartis position into Roche (same sector, active neurodegenerative pipeline).
Review
Marius & Elena Huber
UHNWI · CHF 10.0M
Defensive Global, Sustainability-aligned
Defensive, Global Discretionary
Tap for recommendation
Recommendation
OpportunityMedium priority
Good news briefing, increase Unilever, authentic sustainability move
Increase Unilever from 4.2% to 5.5% within the staples sleeve.
Review
Eugen & Lisa Räber
UHNWI · CHF 10.0M
Defensive Global, Dividend-focused
Defensive, Global Discretionary
Tap for recommendation
Recommendation
MacroHigh priority
Reject CIO TAA, propose Schindler + Siemens compromise
Reject the CIO's proposed Nestlé / Novartis cut into US AI names. Counter-propose a small (+2%) tilt into Schindler and Siemens within European industrial automation.
Review
Julian Ammann
UHNWI · CHF 10.0M
Global Growth, Reputation-screen overlay
Growth, Global Discretionary
Tap for recommendation
Recommendation
ReputationalHigh priority
Exit Amazon, swap into Costco, reputation screen breach
Exit the full 5.4% Amazon position. Redeploy 3.0% into Costco (already held, raise to 7.1%) and 2.4% into Richemont (raise to 6.2%).
ReviewBook at a glance
As of 21 JunClients
14
active relationships
Assets under Management
CHF 373.3M
+2.1% MTD
Net New Money
CHF 4.2M
YTD
Profitability
1.18%
of AUM, TTM