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Multi Asset Strategy

Our three investment competencies, hybrid bonds of quality issuers, investments in blue chips plus exchange-traded options and private equity & real estate, can be perfectly combined as an income-oriented multi-asset approach.

Key benefits

DCP Client Partner's three strategies combined according to your needs. Read more: 

Higher Income

Due to the subordination of the bonds, hybrid bonds pay a higher coupon as plain bonds do.

Quality issuers

Due to the subordination of the bonds, issuer quality is key. We focus on high-quality companies only and monitor their credit carefully.

Inflation protection

A large number of hybrid bonds feature have an implicit inflation protection. This is because of a switch to a floating interest rate (fixed-to-float structure) directly after the first possible call date.

Strong cashflow generation

In addition to income from dividends, a systematic option overlay provides further regular cashflows.

Quality stocks

We only invest in US, European and Swiss large cap companies with outstanding market positioning, attractive valuation and growth profile as well as best-in-class balance sheets.

Anticyclical portfolio behavior

Selling call and put options not only provides additional cashflows, but also enables us to anticyclically enter and exit the market.

Exposure to real estate

Real estate investments focuses on a good mix of income generating properties.

Private Equity & Debt

Both direct & fund-of-fund investments in private equity & debt, focus on capital gain & income generating assets.

Track Record

Outstanding track record, with high tradability and low volatility.

ESG Focused

The investment selection promotes environmental and social characteristics with attention for good governance practices.


Customized approach

For all portfolios, we take our clients' wishes into account during portfolio construction and define the asset allocation. If required, we also take care of the strategic bond and equity quota.

Have questions?

Contact us

Our team is at your disposal.
+41 43 888 55 88