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Risk Profile: Equity (100% Equity) Asset Allocation: Global, Equity Provider: Lapis Asset Management

LAPIS

Update

Lapis Finance won second place in the Capital Growth category at the Wealth Office Conference 2026 in Zurich.

Portfolio Composition

100% LAPIS Premium Dividend 40.

Company Description

LAPIS Asset Management is an independent, FINMA-regulated asset manager based in Lugano that serves private clients and institutional investors. With many years of experience and a clear investment focus, its investment strategies offer excellent solutions for long-term wealth growth.

USPs

The “LAPIS Way” is characterized by a systematic, precise, and transparent investment approach. Rule-based analysis methods are combined with many years of market experience and clearly defined selection criteria. The focus is on established, high-dividend-paying companies that meet high quality standards and satisfy strict criteria:

  • Consistent and stable dividend payments

  • Sustainable dividend growth

  • Minimum market capitalization

Through direct and balanced investments in carefully selected, financially robust companies, unnecessary risks, complex products, and hidden fees are avoided. Regular portfolio rebalancing by LAPIS Analytics ensures optimal risk diversification and long-term stability. This natural, disciplined, and transparent approach offers maximum control, low costs, and a clear view of the investments.

Further information and legal notices can be found in our disclaimer.