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𝗠𝗼𝗱𝘂𝗹𝗮𝗿 𝗢𝘂𝘁𝘀𝗼𝘂𝗿𝗰𝗲𝗱 𝗖𝗜𝗢 (𝗢𝗖𝗜𝗢): 𝗪𝗵𝘆 𝗙𝗹𝗲x𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗦𝗺𝗮𝗿𝘁𝗲𝗿 𝗖𝗵𝗼𝗶𝗰𝗲 𝗳𝗼𝗿 𝗦𝘄𝗶𝘀𝘀 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀 👇 A critical question for every EAM, family office, and multi-family office in Switzerland: 𝗗𝗼 𝘆𝗼𝘂 𝗿𝗲𝗮𝗹𝗹𝘆 𝗻𝗲𝗲𝗱 𝗮 𝗳𝘂𝗹𝗹-𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗖𝗜𝗢 — 𝗼𝗿 𝗷𝘂𝘀𝘁 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗽𝗶𝗲𝗰𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗽𝘂𝘇𝘇𝗹𝗲? ───────────────────────── 🧩 𝗧𝗵𝗲 𝗠𝗼𝗱𝘂𝗹𝗮𝗿 𝗥𝗲𝗮𝗹𝗶𝘁𝘆 Most Swiss wealth structures don't need a massive, full-time investment department. What they need is senior-level expertise applied precisely where the gaps are. This is where the Modular OCIO model excels. Instead of an all-or-nothing engagement, you select only the modules that align with your actual requirements: → 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 - Designing the IPS and strategic asset allocation framework. → 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 & 𝗜𝗖 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 - Professionalizing investment committee structures and minutes. → 𝗥𝗶𝘀𝗸 𝗢𝘃𝗲𝗿𝘀𝗶𝗴𝗵𝘁 - Ongoing monitoring of exposures and portfolio stress testing. → 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻 - Independent due diligence on funds and private markets. ───────────────────────── 🇨🇭 𝗔𝗱𝗮𝗽𝘁𝗶𝗻𝗴 𝘁𝗼 𝘁𝗵𝗲 𝗦𝘄𝗶𝘀𝘀 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 Swiss EAMs and family offices are typically lean and relationship-driven. A rigid, monolithic OCIO model rarely fits. The modular approach provides the best of both worlds: • Agility: Scale the services up or down as your firm evolves. • Efficiency: No overhead for services you already have in-house. • Independence: Get a conflict-free "second opinion" on specific mandates. 𝗡𝗼 𝗿𝗶𝗴𝗶𝗱𝗶𝘁𝘆. 𝗡𝗼 𝗵𝗶𝗱𝗱𝗲𝗻 𝗰𝗼𝘀𝘁𝘀. 𝗝𝘂𝘀𝘁 𝗽𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻. ───────────────────────── 💡 𝗧𝗵𝗲 𝟮𝗠 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 At 2M Capital, we offer OCIO holistically or modularly. We don't replace your process - we empower it where it matters most. ───────────────────────── 𝟮𝗠 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗟𝘁𝗱 | Investment & Strategic Advisory | Switzerland Independent. Senior-led. Conflict-free. 🌐 2m-capital.com 👉 Follow us on LinkedIn: https://lnkd.in/edeGJpGq