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MENTAL AG

is a private company founded in 2009 in Luzern, Switzerland and regulated by the Swiss Association of Asset Managers.



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Company

MENTAL AG provides Client Customised Investment Advisory and Asset/Risk Management Services in a relationship focused manner. The company values its independent asset manager quality in its insight and due diligence and ensures the clarity of its structure through its choice of the segregated managed accounts model.

A company mentality of proprietary investing/trading aligned with clients’ portfolio structures propels performance and risk management as the most important driver of success and advances close, exclusive relationships.

Our Services

icon1 Investment Advisory:
Thorough analysis to identify the products and strategies best suiting a client.

icon2 Asset/Risk Management services:
Implementation of tailor-made investment/trading strategies that offer enhanced performance characteristics.

icon3 Wide range of investment options:
Expertise and primary access to equity, fixed income, commodity and currency cash and derivative markets. Insight in the alternative asset classes of real estate and private equity for a complete asset management approach.

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