&PARTNERS

eschaerer

Wealth Management for

Families and Entrepreneurs

SANDBERG &PARTNERS

ASSET MANAGEMENT WITH CHARACTER

We are an independent, family owned and

registered investment advisor providing

wealth management services to individuals,

entrepreneurs, families and institutional

investors.

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

management style.....

Your style!


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

wealth manager.

With this in mind, we have a long term

focus but are able to act swiftly if

necessary.

This keeps us agile, grounded in our

values and focused in our pursuit to

building and protecting your wealth.

PRIVATE EQUITY

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.

INNOVATIVE APPROACH

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.

OUR PROMISE

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

clients.

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.

ANOTHER PERSPECTIVE

Our investment focus is based on three

attractive and carefully balanced, proven long

term themes which represent the core of our

investment strategy.

&

G R O W T H

RETAIL

MEDIA

HEALTH CARE

CONS. DISC.

TECHNOLOGY

I N N O VAT I O N

TELECOMS

INDUSTRIALS

INVESTMENT

FOCUS

S U S TA I N A B I L I T Y

ENERGY

UTILITIES

FOREX

CHEMICALS

COMMODITIES

W I T H I M PA C T

INVESTMENT STRATEGY

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

1989.

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

investments.

FINANCIALS

C A P I T A L P R O T E C T

INDICES

int. RATES

str. PRODUCTS

I O N

These cornerstones provide clear direction and

guidance during our continuous investment

selection and decision process.


Valued through values

Across generations

We do the trade

Unique private equity

We provide value that

goes beyond financial

success.

Our family setup ensures

continuity.

We personally select and

trade the investments for

you.

We have access to

exceptional private

equity opportunities.

LET’S START THE DIALOG!

We’re looking forward to hearing from you.

Office Zürich

Mrs. Gabriëlla Schärer-Poot

Sandberg & Partners SA

Münsterhof 18

P.O. Box 2753

8022 Zürich

Switzerland

T +41 (0)44 227 60 86

F +41 (0)44 227 60 81

E gp@sandbergpartners.com

Office region Geneva

Mr. Gijs Sandberg

Sandberg & Partners SA

Chemin des Chalets 9

1279 Chavannes-de-Bogis/VD

Switzerland

T +41 (0)22 839 32 40

F +41 (0)22 839 32 49

E gs@sandbergpartners.com

www.sandbergpartners.com

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