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You hold control,
we deliver

We offer a range of investment mandates where you the investor always remain informed and in control, protected by a well-defined and pre-agreed set of investment terms, safe custody with one of our established banking partners.
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Our Investment Approach
At Kuhn, Loeb & Co., we provide tailored investment management solutions for private clients, families, entrepreneurs, and family-controlled wealth structures.

Our approach combines independent advice, disciplined portfolio construction, and advanced investment technology. Clients may choose between discretionary portfolio management mandates, where our investment team manages the portfolio within agreed guidelines, and advisory investment mandates, where clients remain actively involved while benefiting from professional advice and ongoing portfolio oversight.
Data-informed portfolio construction with human oversight
Kuhn, Loeb & Co. uses institutional-quality investment tools, including leading-edge technology from Algo-Chain, to support the design, construction, and monitoring of ETF-based model portfolios. Algo-Chain's platform applies data science, machine learning signals, and traditional market indicators to help our investment managers analyse opportunities, construct model portfolios, and assess dynamic asset allocation decisions.
We use these tools to enhance our investment process, not to replace human judgement or our years of market experience.

Final portfolio decisions remain subject to our investment committee's strict investment & risk oversight, continuous suitability assessments, and client-specific mandate guidelines.
Portfolio Objectives
Cost-efficient
Using liquid ETFs and transparent investment instruments where appropriate to minimise unnecessary costs.
Diversified
Allocating across asset classes, geographies, sectors, currencies, and investment styles for resilience.
Liquid
Maintaining flexibility and accessibility through listed instruments wherever suitable to client needs.
Risk-aware
Monitoring volatility, concentration, drawdown risk, liquidity, currency exposure, and overall mandate alignment.
Dynamic
Adapting portfolio positioning and rebalancing holdings where appropriate to reflect market conditions.
Client-specific
Tailored to each client's objectives, time horizon, risk profile, liquidity needs, base currency, and broader wealth circumstances.
Our focus is on creating portfolios that are cost-efficient, diversified, liquid, risk-aware, dynamic, and client-specific — tailored to each client's objectives, time horizon, risk profile, liquidity needs, base currency, and broader wealth circumstances.