Portfolio Composition
Approx. 60% direct, CHF-denominated investment-grade bonds and 40% Swiss dividend-paying stocks via our in-house dividend strategy. The equity allocation is supplemented by a systematic, fully collateralized call overlay. High daily liquidity through exchange-traded securities and liquid structures.
Company Description
Established in the Canton of Schwyz since 1890, Schwyzer Kantonalbank offers security, stability, and a personal touch. With an AA+ rating, a government guarantee, and clear investment processes, we combine reliability with professional asset management on an equal footing.
USPs
Schwyzer Kantonalbank provides a strong foundation for long-term investing—thanks to a high equity ratio, an AA+ rating, and an unrestricted government guarantee. Stability, security, and a personal touch have defined us since 1890.
At the heart of our approach is a broad range of innovative investment solutions based on clear processes, our own market analysis, and a commitment to transparency and maximum cost efficiency. Strategic allocation is defined based on our independent market assessment and, depending on the mandate, supplemented by targeted tactical management.
Our products are developed in close collaboration with the independent SZKB Research team. Selection is carried out systematically according to the best-in-class principle, for both individual securities and collective investment schemes.
Our solutions can be flexibly tailored to client needs or follow our professional market outlook. They stand out for their low fees, transparent execution, and—where desired—a consistent ESG approach.