WHO WE ARE ?

MBTRADINVEST AG was created by entrepreneurs related by common values and a common history. They created an innovative structure to offer independent, impartial and effective solutions to some of the challenges faced by families, businesses and entrepreneurs.

Over the decades, we have helped our clients grow their businesses, preserve their heritage, seize opportunities and secure prosperity for future generations.

Today, MBTRADINVEST AG is an award-winning and trusted partner for customers worldwide. Another way to manage your wealth, assets and investments is through us.

We provide investment banking advice and assist you with your negotiation needs. Our personalized approach means that someone works closely with you at all times, while our independence allows us to design dedicated solutions to meet your specific needs and goals.

Entirely regulated, we have been able to cover generations and our global reach. We know what entrepreneurs and families need to succeed as we have built our own success.

We provide a personalised wealth management service that includes:

Define an investment profile for each customer and strategically and tactically allocate assets according to that profile.

Use our proven and developed approach to create a well-distributed asset portfolio that delivers strong, sustainable growth.

Allocation of assets to third-party managers according to the investment strategy, with a specialization in the selection of private equity opportunities where our expertise in corporate finance is beneficial.

Ongoing risk management and investment monitoring, including asset allocation adjustments as required.

depth of field photography of man playing chess
depth of field photography of man playing chess
man in white dress shirt sitting beside woman in black long sleeve shirt
man in white dress shirt sitting beside woman in black long sleeve shirt
person using laptop
person using laptop
silver MacBook Pro on white table
silver MacBook Pro on white table

Responsible investing, which was a niche segment until a few years ago, is now highly valued by many of our clients and is becoming an increasingly important part of our approach.

At MBTRADINVEST AG, we strongly believe in integrating environmental, social and governance (ESG) considerations into our investment processes, but also in our active engagement with companies, as well as paying close attention to the various implications of our investments. are essential to improve risk-adjusted performance over the long term.

Caring for our clients goes beyond their assets, as we truly understand their needs and priorities. We build longstanding relationships based on mutual trust.

Customer-oriented: our approach is centered on the understanding and complete integration of the solution that best meets your needs, and on the development of our offer in consultation with you.

The combination of our family dimension, a client-centric approach and financial expertise allows us to provide a solid foundation on which to build close and lasting relationships with you.

Conviction: the long-term vision allows us to make choices based on strong convictions. This key value has been a driving force for the growth of our company as well as that of our customers.