DebateClientsServices

With our support, our clients are informed, well positioned and credible – and they save money, too.

Our services

Strategy Tactical Asset Allocation Communications
Design Value proposition and investment solutions Guidelines for the analysis and decision-making processes Communication strategy, publications
Research Long-term forecasts Assessments of the economy and financial markets today and tomorrow Presentations, workshops
Outsourcing Client-specific investment strategies Basis for tactical decisions, newly developed indicators Tailored client communications

Case Study Bank

Bank customers are becoming more demanding.

Banking clients no longer accept standard investment solutions. They expect sophisticated ideas for investing their assets. For smaller banks it can be difficult and costly to acquire the necessary toolbox. WPuls can help. We have a team of experts who can work smoothly with your institution. We can help you design a robust investment process. With our support, you can offer first-class investment research at a low cost – not only for internal use but also for clients. This can be published in your name or, for added credibility, in a research partnership with WPuls.

Your contact person

Dr. Adriel Jost

Dr. Adriel Jost

Partner, CEO
+41 44 256 10 32
Turn on Javascript!

Our services

Strategy Investment Decisions Communications

Design Investment guidelines and governance, risk mitigation and management concepts
Guidelines for the analysis and decision-making processes Publications

Research Long-term forecasts Assessments of the current state of the economy and financial markets, tactical investment advisor Presentations, workshops

Outsourcing Client-specific investment strategies Basis for tactical decisions, newly developed indicators Tailored customer communications

Case Study Pension Fund

Pension funds face major challenges today.

Investing over the next forty years in the same way it was done over the past forty years simply will not pay off. Interest rates cannot repeat the nominal declines of recent decades. Trend growth in developed economies is tending towards zero and the danger of inflation has increased sharply. We support pension funds in finding ways to meet their responsibilities despite these difficult conditions.

Your contact person

Christa Janjic-Marti

Christa Janjic-Marti

Partner, Head of Investment Services
+41 44 256 10 37
Turn on Javascript!

Our services

Strategy Investment Decisions Communications

Design Risk mitigation and risk management concepts
Guidelines for the analysis and decision-making processes Communications strategy, publications

Research Long-term forecasts Current assessments of the economy and financial markets Presentations, workshops

Outsourcing Strategic and dynamic investment strategies Basis for tactical investment decisions Communication with initiator/customer/board of trustees

Case Study Foundation

Foundations aim higher than just making profits.

A foundation’s underly purpose make it all the more important for them to know that their assets are in good hands. Since we are not asset managers ourselves, our advice is always independent and tailored to our clients’ needs. We draw on the services of a comprehensive research department. This makes us the ideal advisor for managers of foundation assets.

Ihre Ansprechperson

Christa Janjic-Marti

Christa Janjic-Marti

Partner, Head of Investment Services
+41 44 256 10 37
Turn on Javascript!