Complementa
HQ Address
Gaiserwaldstrasse 14, 9015 St. Gallen, Switzerland
Website Address
Business introduction
Investments. Knowledge. Values.
We provide independent and individual support in defining the strategy, implementing it and monitoring it, as well as through consolidated reporting
Complementa assists institutional investors and high net worth individuals in matters of financial and organisational management since 1984. We exclusively represent the interests of our clients and point out risks, alternatives and optimisation potential. Our experience and expertise extends across the levels of strategy as well as implementation. We advise on the investment strategy (ALM), investment principles, investment organisation and manager selection in all asset classes. We review and assess the performance of appointed asset managers and support the decision making process through meeting attendance. Thanks to the consolidation of all assets and level-appropriate investment reporting, investors are always able to maintain an accurate overview, even in times of market turbulence.
The company is fully privately owned and supports 200 investors with assets of approximately CHF 280 bn worldwide. Our flexible services include investment consulting and controlling, reporting, ALM studies, securities and financial accounting as well as ESG services. To this end, around 60 experienced employees as well as top-class tools and databases are available.
Your Investments - Our Expertise.
Complementa Solutions
ESG-Services
To this end, Complementa runs a center of excellence in which expertise and experience for ESG assignments are bundled. Through structured reporting and evaluation of sustainability in the implementation process, management bodies are enabled to assess the development, adjust it if necessary, and communicate to stakeholders (e.g. beneficiaries) as required......
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Investment Accounting
Thanks to periodic collective documents you swiftly transfer the information into your investment accounting statements. Compliance with regulatory reporting requirements (e.g. Finfrag) often poses a challenge to clients and custody banks alike. Our specialists ensure that you fully meet your regulatory requirements at all times. Securities Accounting Reporting Obligations Various Standards ...
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Investment Consulting
The defining success-factors of your investment activities include a customized asset allocation, the careful selection of investment managers and an efficient as well as effective investment organization. Our investment consultants bring their experience and knowhow to the table so that those in charge can fulfil their responsibilitees in line with regulations......
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Investment Controlling
Our monitoring concept incorporates the analysis and review of a range of individual success factors, for example in the areas of the financing process, goal achievement, performance measurement, costs or governance. Clients further appreciate in-depth analyses on an ad hoc basis or the professional evaluation of extraordinary situations. Our investment......
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Investment Reporting
Clients profit from a professional consolidation service across banks and assets classes thanks to tailor made investment reports. Our specialists integrate non-bankable assets and report financial metrics across all asset classes, managers, banks etc. Besides performance and risk reporting, benchmark and peer group comparisons, the reporting of limited partnerships in accordance with......
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Portfolio Analyzer
Dashboards and functionalities are set up according to user needs. By means of drilldown, you seamlessly switch between global view, portfolios, and single securities. Besides monitoring performance, you also check key risk indicators and use the compliance module to monitor adherence to legal or regulatory investment regulations. You ensure full......
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Portfolio Management Software
Countless features support users in ad-hoc portfolio analysis, performance monitoring, trade order management, pre- & post-trade investment compliance and model portfolio management, amongst others. In the sense of “slice & dice”, our portfolio management software allows flexible evaluations, security allocations, aggregations or even the mapping of structures and family or entity......
