About Us

Originating from the initiative of entrepreneurs with a shared vision, a common history and deeply rooted values, the company has established itself as an independent firm that supports families, businesses and entrepreneurs in wealth management and strategic challenges.

From the outset, our mission has been to develop and implement strictly independent, impartial, and proven solutions that address our clients' complex problems with expertise and the highest standards. For decades, we have supported business development, the structuring and preservation of significant assets, the identification of strategic opportunities, and the smooth transfer of wealth to future generations.

We support the creation and optimization of structures through flexible, elegantly structured, and tailored financing solutions, ensuring strict cash flow management and access to carefully selected investment opportunities. Our independence forms the basis of our analytical freedom and our ability to perfectly align financing with our clients' interests.

We pursue a unique and comprehensive approach to wealth, asset, and investment management, combining long-term vision with precise execution. In this way, we offer our clients first-class investment banking advice and support them in all their strategic and business matters.

Our model is based on a confidential, personal, and long-term partnership: A dedicated, committed contact person provides close support to each client. This close collaboration, combined with our independence, enables us to develop tailor-made solutions that are crafted with the utmost care and perfectly aligned with each client's specific goals, circumstances, and ambitions.

Fully regulated and committed to the highest quality standards, we have been successfully supporting our clients for generations and are continuously expanding our international presence. We understand the expectations of entrepreneurs and families precisely because the principles of discipline, independence, and long-term vision that guide our support are the same principles that form the basis of our own success.

Investments are a crucial lever for building and preserving your wealth. The selection of investments is based on a thorough analysis of your goals, investment horizon, and risk tolerance.

We offer you expert advice in developing a tailor-made investment strategy that combines performance, risk management and adherence to ethical principles.

Convinced that responsible action is inextricably linked to a long-term vision, we integrate a careful selection of solutions into structured investment plans that optimally support your wealth management objectives.

Vision

ASSIGNMENT

At LOCHER-INVEST, we offer investment solutions through comprehensive expertise in active and passive management, in both traditional and real assets, on dedicated and integrated investment platforms.

In addition, we offer consulting services and technological tools.

Our clients include private individuals, banks and distribution partners, institutional investors, companies and other investment experts.

Responsible investing and social engagement are integral parts of our corporate culture.

Values

Our corporate culture is based on four core values: courage, teamwork, entrepreneurial spirit, and solidarity.

We have chosen to place the individual and collective development of our employees at the heart of our employer responsibility.

Our philosophy is to integrate the principles of sustainable development into all our actions and to pursue a particularly ambitious level of corporate responsibility.