Regain clarity. Take Control. Invest with confidence.

We make the complex simple, are radically transparent and show up, during calm or crisis.

What’s next for your portfolio?

Cenorium is your partner in giving structure and direction to your wealth. Investing shouldn't feel like guesswork.

That’s why we focus on a clear framework that links your goals, your current holdings and your next steps.

Get Clear

Understand what you own, what you want to achieve, which risks you're actually taking, and what it costs you.

Set Course

Shape a tailored investment framework that brings all your accounts and positions into one clear, long-term portfolio.

Stay Aligned

Have your portfolio monitored, discussed and adjusted as needed, so your investments stay in line with your goals.

Choose the level of support that fits your situation.

You decide how we work together.

A one-time deep dive that maps your current holdings and defines a clear, long-term portfolio strategy.

The Blueprint

  • Clarify your objectives, time horizon and risk tolerance, including key life events.

  • Assess your current holdings, allocations, costs and main risk exposures.

  • See potential returns and drawdowns across different market phases.

  • Receive a concise report with clear, prioritised next steps.

Ongoing investment advisory and portfolio oversight so you are not alone with decisions.

The Companion

  • Build a clear target allocation tailored to your situation and goals.

  • Test your portfolio across different market conditions and shocks.

  • Review your portfolio regularly for drifts and key risks.

  • Discuss key developments and any needed adjustments in a monthly call.

It's time to regain clarity.

We're not bankers selling products, we're independent advisors serving your interests. Our mission is to keep you in control of every decision, and our promise is to help you build wealth you couldn't build alone with knowledge that empowers, not jargon that confuses.

What we believe in.

Who we are.

Frequently Asked Questions

You ask, we answer.

  • The Blueprint starts at CHF 990, The Companion is priced individually for your situation, and additional advisory work is CHF 150 per hour.

  • We are a Swiss Aktiengesellschaft (AG) and registered in the FIDLEG Beraterregister as independent financial advisors, with our lead advisor holding the CFA Charter and adhering to the CFA Institute's Code of Ethics and Standards of Professional Conduct.

  • No - whether you're just getting started or already have a portfolio in place, we can help you build clarity and direction.

  • No - your assets stay with you under your name. Our approach is to give you the knowledge and tools to take control and manage your portfolio successfully on your own.

  • You keep your assets, you make the decisions. We give you the framework and clarity to invest with confidence instead of guesswork - independent advice with no products to sell.

  • Let's start with a free call. We build every approach around your specific situation, so first we'll get to know each other and see if it's a good match - no strings attached.