Wealth Management Solutions

At Osiris Asset Management AG, we serve the sophisticated needs of private clients, families, foundations, and institutions through bespoke portfolio and fund management. Our approach integrates disciplined portfolio structuring, high-conviction investment selection, comprehensive risk oversight, and efficient tax optimization — all grounded in rigorous, research-driven processes.

Each mandate is executed with precision and independence, aligning every decision with the client’s long-term objectives and vision. From Liechtenstein-based UCITS funds to global multi-asset portfolios, our commitment remains constant: delivering resilient, risk-adjusted performance with clarity, discretion, and continuity.

Portfolio Management

At Osiris Asset Management AG, we understand that significant wealth carries complex — and often competing — financial objectives. Whether entrusted with a family’s legacy, a foundation’s mission, or an institutional mandate, effective wealth management begins with a robust and well-designed structure.

Our portfolio structuring and optimization process establishes this foundation with precision: selecting the most suitable jurisdictions, legal frameworks, and holding vehicles; integrating fiscal considerations; and implementing multi-asset allocation to balance liquidity, investment horizons, and regulatory requirements.

The outcome is a resilient, optimized investment platform that protects capital, strengthens clarity in execution, and enables long-term success across borders and generations.

Investment Strategies

Once structure is established, strategy defines the path forward. At Osiris Asset Management AG, investment management is never a standardized approach — it is a conviction-based, research-driven discipline designed around each client’s distinct profile, objectives, and sensitivities.

Our team develops bespoke portfolios grounded in rigorous macroeconomic research, thematic insights, and meticulous bottom-up analysis. We account for volatility tolerance, liquidity needs, ethical preferences, and sector positioning — creating portfolios that adapt and evolve alongside our clients.

Through market turbulence or periods of stability, our strategies are guided by discipline and foresight — pursuing superior risk-adjusted performance while remaining consistently aligned with your goals and anchored in reality.

Risk Management

Risk is an inherent element of investing — but it must never be left to chance. At Osiris Asset Management AG, we do not simply accept risk; we analyze it, shape it, and govern it with precision. Our mandate is to ensure that every risk assumed is deliberate, adequately rewarded, and consistent with our clients’ overarching objectives.

We apply a disciplined framework built on real-time monitoring, scenario analysis, stress-testing, and strict governance standards to keep portfolio exposures within clearly defined boundaries — always anchored in each client’s goals and capital preservation priorities.

Unintended risks are systematically uncovered and mitigated. The objective is not the elimination of risk, but the intelligent prevention of loss — avoiding speculative excess while safeguarding what matters most: resilience, continuity, and capital integrity.

In turbulent markets or periods of stability, our clients gain clarity, confidence, and control — qualities that extend beyond their portfolios to the peace of mind that only disciplined risk management can deliver.

Tax Efficiency

In the global investment landscape, taxation is not a secondary concern — it is a defining determinant of real performance. Cross-border regulation, shifting tax codes, and jurisdictional complexity demand not only awareness, but mastery.

At Osiris Asset Management AG, we integrate tax intelligence into every dimension of portfolio design — from structure selection and asset allocation to long-term capital planning. With deep expertise in international tax frameworks and local regulatory environments, we ensure that each strategy is not only effective and compliant, but also optimized for after-tax results.

Working alongside our network of trusted legal and fiscal partners, we align every investment architecture with client objectives and risk parameters, while mitigating tax drag and anticipating future regulatory shifts. The outcome is enduring value: less friction, greater clarity, and preserved capital — today and across generations.

Investment Philosophy & Process

Our Objective
At Osiris Asset Management AG, our mission is to deliver more than performance: we build enduring partnerships founded on absolute discretion and bespoke solutions, carefully aligned with each client’s long-term vision.

Investment Philosophy
We believe that identifying the intrinsic value of a business is far more reliable than attempting to predict its short-term price movements. Our discipline is rooted in a simple principle: understand what a company is worth — and acquire it at a margin of safety. We analyze historical operating results, assess how markets have valued that performance, and measure what a strategic acquirer could reasonably expect to achieve under conservative assumptions. Investing involves risk; our role is to ensure such risk is understood, deliberate, and appropriately rewarded. Prudence and vigilance are the cornerstones of our process.

Our Focus
Osiris targets well-managed businesses capable of generating strong earnings and sustainable free cash flow growth at fair valuations. Through deep research into competitive advantages, business models, and management quality, we determine whether growth is resilient across cycles. Proprietary models, independent thinking, and a benchmark-agnostic approach drive our decisions. We seek high-quality investments that may face temporary pressures but retain durable growth characteristics — across both equities and fixed income.

Our Conviction
Value is our constant: regardless of the driver of intrinsic worth, our approach remains consistent — disciplined, independent, and long-term oriented.

“There are two requirements for success in Wall Street. One, you have to think correctly and, secondly, you have to think independently.”
— Benjamin Graham

Foundational Principles

At Osiris Asset Management AG, our investment philosophy is anchored in a set of universal principles applied consistently across all funds and strategies. We invest only when there is a meaningful margin of safety — acquiring companies at a price well below our estimate of their intrinsic value. Each position is approached with a long-term ownership mindset, resisting the noise of short-term market fluctuations. Above all, we seek businesses with proven resilience and enduring competitive advantages, capable of compounding value across cycles.

“The hard part is discipline, patience and judgement. Investors need discipline to avoid the many unattractive pitches that are thrown, patience to wait for the right pitch, and judgement to know when it is time to swing.”

— Seth Klarman

Investment Process

1. Strategic Idea Generation

At Osiris Asset Management AG, our investment universe is constructed from the bottom up — rooted in the search for resilience, scalability, and lasting quality. Performance is measured not in quarters, but across cycles. Our process draws on:

Rigorous fundamental equity research
Sector-focused macro and thematic filters
Qualitative assessment of leadership and governance
Alignment with durable structural growth trends
Continuous pipeline monitoring and evaluation

2. Business & Asset Characteristics

At Osiris Asset Management AG, our ideal investments — whether public equities or fund allocations — embody enduring qualities rather than fleeting trends. We seek candidates that demonstrate:

Structural tailwinds over cyclical reliance
Consistently high returns on incremental capital
Organic growth underpinned by disciplined reinvestment
Asset-light models with sustainable pricing power

3. Clear Avoidance Criteria

We deliberately avoid investments that compromise long-term value. Specifically, we exclude businesses that:

Rely on excessive leverage for survival
Operate in commoditized, structurally low-margin markets
Lack strategic clarity or alignment with shareholder interests

4. Adaptability in a Shifting

Great businesses evolve — and so must great portfolios. At Osiris, we seek management teams that demonstrate adaptability and operational agility, and we reflect that same discipline in our dynamic asset allocation — adjusting with foresight, while staying anchored in long-term conviction.

From Belief to Execution

Conviction That Compounds

At Osiris Asset Management AG, we view value as something earned over time, not through constant movement but through patient conviction. We commit decisively where our confidence is strongest and preserve capital when uncertainty dominates.

Risk as Downside, Not Volatility

For Osiris Asset Management AG, risk is not market volatility — it is the permanent erosion of capital and trust. Our framework prioritizes downside protection, disciplined allocation, and continuous oversight.

Bias Mitigation

At Osiris Asset Management AG, we recognize that emotions, moods, and timing illusions are the enemies of rational investing. To counter them, we rely on collective decisions, structured analysis, and disciplined pacing — ensuring choices are guided by reason, not impulse.

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Long-Term Planning

In today’s interconnected world, true wealth preservation and growth are achieved not by chance, but through disciplined planning. At Osiris Asset Management AG, we combine expertise, experience, and a trusted global network to guide clients and their families in selecting the optimal structures for estate planning and implementing efficient fiscal strategies. We believe that a shared vision across generations is the foundation of sustainable growth. Our role is to help shape that vision, foster alignment, and ensure continuity of success for our private clients. Thoughtful and rigorously designed wealth planning, paired with prudent spending management, enables our clients to achieve both present ambitions and future goals.

Managing Risk with Precision
At Osiris Asset Management AG, we recognize that risk is inseparable from investing — but it must be understood, directed, and monitored with discipline. We ensure that risks taken are intentional, transparent, and adequately compensated, while eliminating unintended exposures that could erode capital. By continuously monitoring client portfolios and aligning them with defined risk profiles, we protect against permanent capital impairment. Safeguarding wealth is not only our responsibility — it is our first priority.

“Price is what you pay. Value is what you get.”
— Warren Buffett

Discipline and Intellectual Independence

At Osiris Asset Management AG, discipline and integrity define our culture. Rigorous, independent research forms the bedrock of our decisions, while patience and time-tested judgment ensure intellectual autonomy. This approach enables us to pursue superior long-term returns while safeguarding capital with consistency and prudence.

Our Promise

We invest with the future in mind — reallocating only when fundamentals shift, never in reaction to market noise. Every position must earn its place. At Osiris Asset Management AG, our mandate is to construct portfolios that not only grow, but also adapt and protect.

This philosophy is not theory — it is discipline. It defines our work, shapes our client partnerships, and anchors our role as a trusted steward of long-term wealth.

At Osiris Asset Management AG, we build strategies that endure.