Good morning, Michael.
12 items on your desk  · 6 high priority
Next best actions
Client
Strategy
Recommendation
Category
Review
Hubertus & Carmen Schneider
UHNWI · CHF 10.0M
Global Balanced, Venture Philanthropy tilt
Balanced, Global Discretionary
Rotate Novartis to Roche, neurology pipeline alignment
Swap the full 5.8% Novartis position into Roche (same sector, active neurodegenerative pipeline).
Reputational
Review
Marius & Elena Huber
UHNWI · CHF 10.0M
Defensive Global, Sustainability-aligned
Defensive, Global Discretionary
Good news briefing, increase Unilever, authentic sustainability move
Increase Unilever from 4.2% to 5.5% within the staples sleeve.
Opportunity
Review
Eugen & Lisa Räber
UHNWI · CHF 10.0M
Defensive Global, Dividend-focused
Defensive, Global Discretionary
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.
Macro
Review
Book at a glance
As of 08 AugClients
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