Our clients tell us that working with us makes them feel more secure, and gives them more freedom. Here are the reasons:
Our company is led by the owner and is independent. We have been growing organically since 1988, simply due to recommendations by satisfied clients. We are big enough to provide our clients with stability and continuity, but also small enough to be able to provide you with personal and individual support.
We think and act as representatives of our clients’ interests. We have no hidden fees and, as a matter of principle, we never accept any commission or retrocessions (kickbacks). Business practices like these are contrary to our values, as they would lead to a conflict of interest with our clients.
Our approach to investment is specifically designed to retain and increase our clients’ assets in the long term. We concentrate on direct investments in individual securities to implement our investment strategy precisely, transparently and cost-effectively.
Our focus is on investments in quality companies and issuers. We select investments based on sound analysis, using innovative methods and modern technologies. The Moor & Bachmann Score developed by us allows us to assess the attractiveness of investments in an objective manner.
In contrast to the standardised strategies of the larger financial institutions or investment funds, we craft individual portfolios for our clients. Clients can therefore be certain that their unique circumstances and wishes are taken into account. When clients ask us to avoid certain sectors or stocks, for example, we always respect such wishes.
All the family investments of our CEO Christoph Bachmann are managed by Moor & Bachmann. The saying, “We reap what we sow”, reflects not only his approach, but the approach of the entire team. We are firmly convinced that our investment style is the best way of securing and increasing assets in the long term.
As a central point of contact, we give our clients long-term, personal support for all their financial affairs, and even with many non-financial issues. We help them make important decisions over the years while taking care of all the relevant details. We also call in external specialists where necessary, and coordinate their contributions to the team.
Our reporting is clear and understandable. The solutions we develop are completely transparent, and you are free to check them at any time. We can explain complex problems in simpler terms, show you different perspectives and provide balanced opinions.
We treat all our clients’ information as strictly confidential. You can feel assured that we will respect your privacy and protect your personal details. Now that the “transparent citizen” is increasingly becoming the norm, we regard this matter as particularly important.
Would you like to learn more? Please read our Frequently Asked Questions (FAQ) or contact us.