Our Investments

Our credo is a global but compact diversification across all asset classes. We select funds and direct investment opportunities to recommend to the families which we serve.

The investment universe is very broad and includes private equity, venture capital, real estate, infrastructure, public equities, direct debt, fixed income, trade finance, hedge funds, etc.

Principalis' primary focus is to create an optimal asset allocation on a consolidated basis to achieve each family's individual goals.

In the area of "Traditional Investments", the portfolio is constructed primarily with passive investment instruments enhanced by thematic satellites, while in the area of "Private Markets" and "Real Assets" it is constructed with selected collective investment schemes and co-investment opportunities.

The implementation of the defined asset allocation is executed by external, fully FINMA compliant, investment partners.