Wealth Management for
Families and Entrepreneurs
ASSET MANAGEMENT WITH CHARACTER
We are an independent, family owned and
registered investment advisor providing
wealth management services to individuals,
entrepreneurs, families and institutional
To us, there is more than just delivering
performance. We provide value that goes
beyond financial success.
Thus, we not merely manage assets for our
clients but rather act as stewards, ensure
continuity and accompany you through all
walks of life.
Enjoy a more personal wealth
WE INVEST WITH YOU – TOGETHER
Our knowledge and experience in familyand
entrepreneurial matters aligned with our
financial affinity, uniquely qualifies us to be the
stewards of your assets.
Because we personally select and trade the
investments, you can rest assured that we
relentlessly pursue your interest, since we
invest our own money right alongside.
WE ARE DIFFERENT
We pride ourselves serving you as an
absolutely independent and family owned
With this in mind, we have a long term
focus but are able to act swiftly if
This keeps us agile, grounded in our
values and focused in our pursuit to
building and protecting your wealth.
Through our family and business relationships,
we have access to a number of exceptional
private equity, real estate and other alternative
investment opportunities ranging across industries
and international locations.
We deploy a proven investment approach,
using an innovative option- and value focused
strategy. Through this, we generate sustainable
returns across generations.
The combination of leveraging growth stocks
with a powerful option strategy (also includes
contrarian thinking) provides a proven and
actionable investment strategy that caters to a
variety of market conditions.
Let’s have a talk about your situation and
your wishes and what we can do for you.
We’re different and our promise is that
you’ll expierence that.
A POWERFULL COMBINATION
The lion stands for economic and market
opportunities which we actively seek out
and develop. At the same time, the lamb
represents a serving attitude and humble
nature that comes with the awesome
responsibility and privilege of serving our
Therefore, we believe these two characters
provide a powerful combination in creating
and protecting wealth as well as passing on
positive legacies for future generations.
Our investment focus is based on three
attractive and carefully balanced, proven long
term themes which represent the core of our
G R O W T H
I N N O VAT I O N
S U S TA I N A B I L I T Y
W I T H I M PA C T
Our investment strategy relies upon a highly
disciplined, bottom-up stock selection process,
focusing on quantitative analysis, fundamental
analysis, and optimization of the securities
selected for the portfolio.
This strategy has been successfully deployed
by some of the most successful money managers
who consistently beat the market since
In parallel, we apply an effective long option
strategy and make use of option premiums
received around growth focused positions to
either generate additional profits or protect
C A P I T A L P R O T E C T
I O N
These cornerstones provide clear direction and
guidance during our continuous investment
selection and decision process.
Valued through values
We do the trade
Unique private equity
We provide value that
goes beyond financial
Our family setup ensures
We personally select and
trade the investments for
We have access to
LET’S START THE DIALOG!
We’re looking forward to hearing from you.
Mrs. Gabriëlla Schärer-Poot
Sandberg & Partners SA
P.O. Box 2753
T +41 (0)44 227 60 86
F +41 (0)44 227 60 81
Office region Geneva
Mr. Gijs Sandberg
Sandberg & Partners SA
Chemin des Chalets 9
T +41 (0)22 839 32 40
F +41 (0)22 839 32 49