What We Manage
Four disciplines, one mandate. The careful stewardship of capital across generations.
Preserving Capital,
Growing Real Assets
NUMMUS offers tailored, unbiased asset management with the primary goal of preserving capital and growing the value of real assets over the long term. We prioritise absolute returns rather than relative performance.
Our approach centres on liquid, transparent investments combined with rigorous risk management. Every portfolio decision reflects the client’s individual mandate, not a house view or proprietary product.
Our USD income mandate, launched in 1967, has been managed through every major market cycle of the past six decades. Audited performance reports are available to clients and prospective clients on request.
Core Services
Four disciplines, one mandate. The careful stewardship of capital across generations.
Portfolio Management
Discretionary and advisory mandates across equities, fixed income, and alternatives, tailored to each client's risk budget and multi-generational horizon.
Custodian Selection
Help selecting the optimal custodian bank, comparing fees, execution quality, and reporting. The final choice is always yours.
Consolidated Reporting
Consolidated reporting across every account, currency, and asset class — performance, exposure, and liquidity — coordinated through our professional network.
Foundation & Non-Profit Mandates
Long-horizon asset management for Swiss charitable foundations and endowments, with full respect for mission and governance.
Beyond Portfolio Management
Through an extensive professional network, we connect clients with specialists across complementary disciplines.
Specialised Investment Advice
Private equity, hedge funds, and sophisticated solutions through direct access to investment experts.
Real Estate
Buying, selling, and valuation of properties, including exclusive luxury assets.
Alternative Assets & Fine Arts
Acquisition, sale, insurance, and inventory of artworks, jewelry, rare stamps, and numismatic coins.
Estate & Tax Planning
Wealth transfer strategies, tax-efficient structures, relocation, and lump-sum tax agreements.
Philanthropy
Development of charitable visions and philanthropic strategies.
Let’s Discuss Your Mandate
A first conversation is informal and confidential. We will listen, ask a few careful questions, and propose a path forward only if the fit is right.