Our Services

high level of security for our clients

Your One-Stop Service Partner

Your independent Partner for structured products and account management under one umbrella

INNOVATIS is a boutique in the global asset management market with a specialization in managed accounts and structured products, designed upon the client’s specific requirements. This unique combination of asset management and structuring of financial products makes INNOVATIS your One-Stop Service Partner.


Our most distinctive strengths are fast and innovative solutions focused on an optimal risk return ratio and value. To benefit from the INNOVATIS (Suisse) balanced strategy the company provides various ways of product design.


INNOVATIS develops individual investment products based on the ideas of investors by using financial engineering and a vast network of issuers to optimize the payout profile of these products in regard of the client’s needs and risk profile.

Asset Management

Working as an external portfolio manager is our core competence and strength. Tailor made solutions according to INNOVATIS balanced strategy reflect a real understanding of our clients’ requirements. We assist in setting up managed accounts and offer individualized investment portfolios actively managed by INNOVATIS.


INNOVATIS Integrated Method

INNOVATIS Integrated Method

Reliability and Stability are fundamental elements of INNOVATIS philosophy. We follow clear investment rules and provide comprehensible, transparent investment decisions benefiting from market opportunities in a sustainable way.

In a permanent process we optimize our products reacting on changes in the financial environment. With high flexibility we achieve a balanced risk-profit-solution for our clients.

  • Analysis

    • Products with superior risk-return profile selected by INNOVATIS
    • Weekly evaluation of potential underlyings within professional databases
    • Systematic application of optimal selection criteria


  • Monitoring

    • Daily monitoring of products and underlyings within professional systems and databases
    • Application of early risk indications tracing the potential development of products


  • Investment

    • Optimizing product structure in cooperation with international partners; e.g. maturity, barriers, underlyings
    • Reputable issuers with prime ratings
    • Permanent competition of numerous issuers ensures best prices (Best Execution Practice)


  • Management

    • Independent selection of partners e.g. custodians, issuers, auditors, lawyers (beauty contest)
    • Top-ups, sales and restructuring if benefiting (when appropriate)
    • Optimizing portfolio structure according to risk profile


Facts & Figures

  • 254


  • 25

    Issuers / Banks

  • 10


  • Our