Connecting clients with
impactful investments
Welcome to Additionality, where we empower family offices and UHNW clients to deliver additional impact through their investment portfolios.
Advisory services
Additionality, based in Switzerland, offers advisory services for Ultra High Net Worth (UHNW) clients, family offices and foundations that seek to generate meaningful social and environmental impact with their portfolios and philanthropic assets, in particular, on those strategies that are highly additional. We provide the following services:
- Sustainable and impact strategy development across asset classes
- Exploration of impact and investment themes
- Support with selection of wealth managers for liquid investments
- Sourcing, due diligence and monitoring of illiquid investments
- Access to catalytic capital and philanthropy advisory services
- Educational programs and workshops for family members and employees
- Client trips to the field