Fund Managed In House

With three decades of experience and a proven track record in achieving our clients’ goals, Mindful Wealth offers you a vast range of investment solutions in fund management.

Our funds represent an excellent opportunity to diversify investments in various asset classes, from stocks and bonds to real estate. We carefully invest on your behalf, always with a dual objective in mind: attractive and stable returns on one hand and lower risks on the other. We know how to make them coexist.

Below you can find the description of a selection of our investment funds.

The importance
of diversification
and competence.

Avenida CLO Bond Fund
Currency: USD/EUR/CHF

4- 6%
annual return target (in USD)

LINK

Avenida CLO Fund VCC
Currency: USD

8% - 12%
annual return target

LINK

Sunstream Balanced Fund
Currency: EUR

2- 6%
annual return target

LINK

Grow Alpha US Equities Long/Short Strategies 
Currency: USD

8- 15%
annual return target

LINK

WEALTH MANAGEMENT

With a broad choice of investments selected on a global scale and professional consultants at your disposal, this synergy will continuously help you reach your personal financial goals.

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TAILOR-MADE SERVICES

The tailor-made investments of Mindful Wealth range from private equity and family office services to investments in real estate and art. Based on your needs and our team’s years of experience in the financial and consulting sector, we are able to assist and advise you for any specific request.

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