Investment & advisory philosophy

Investment philosophy

Our main goal is preserving capital and long-term asset growth. This means that risks and opportunities need to be assessed constantly. Even Rahn+Bodmer Co. is unable to predict the future. But with over 260 years of experience in the field of personal wealth management, we know how to carefully assess the risks associated with investment decisions. As a result, we tend to invest in quality companies with sustainable business models, stable earnings and a global focus.

As our client, your personal preferences and aims are used to determine whether an investment is suitable. We avoid conflicts of interest and make sure that your portfolio reflects your personal values.

«Our track record? Satisfied clients for over 260 years.»

André M. Bodmer, Partner

Advisory philosophy

As an independent family business, our accountability is to you our clients. We are a reliable partner and can help to achieve your work life balance. Our services cover financial and Swiss-tax and inheritance matters. Our network of hand-picked experts is always available to provide assistance.

We know that we have to keep on earning your trust every day, so we take time to understand what your needs are and suggest suitable tailored solutions to you. All without any conflicts of interest. Friendships are often formed through working in partnership with our clients. Some of these friendships exist since generations.

«Trust has to be earned. As Zurich’s oldest private bank, we work on that every day.»

Christian R. Bidermann, Partner

Investment advice and wealth management

Copyright © 2021 Rahn+Bodmer Co. All rights reserved. Site notice

Copyright © 2021
Rahn+Bodmer Co.
All rights reserved.
Site notice