Article published in Bilan Magazine, November 28th 2025
At Dominicé, Swiss real estate is fully integrated into wealth management strategies to enhance long-term returns, tax efficiency, and sustainable wealth creation. This comprehensive approach stands apart from traditional financial institutions that separate asset classes. Instead, Dominicé brings together financial investments and real estate within a unified, coherent investment framework.
This philosophy is inspired by large private estates, which traditionally invest across both financial markets and income-producing properties. At the same time, the historical environment of negative real interest rates has reduced the appeal of traditional fixed income, encouraging investors to seek diversified, resilient, and inflation-protected investment solutions.
Real Estate: A Long-Term Pillar of Stability and Performance
Integrating Swiss real estate assets into portfolios enables investors to benefit from the complementary nature of stability and financial performance. As a tangible real asset, real estate provides structural protection against inflation, supported by rising rental income and long-term asset appreciation.
In Switzerland, rental prices have increased by approximately 44% more than the Consumer Price Index (CPI) since 1982. This long-term outperformance highlights the role of real estate as a reliable inflation hedge and a stabilizing force in diversified portfolios.
Additionally, holding real estate through dedicated investment vehicles improves tax efficiency for portfolios of all sizes—strengthening real estate’s position as a strategic pillar of long-term wealth preservation and performance.
Integrated Expertise Supporting Investors
On 28 September 2025, Swiss voters approved the elimination of the deemed rental value on primary and secondary residences. This reform significantly reshapes the Swiss real estate tax landscape by removing taxable imputed income and adjusting the rules for related deductions.
Dominicé’s teams—combining expertise in real estate management and wealth advisory services—are ideally positioned to help investors analyze and navigate the implications of these regulatory changes.
Technical, Financial, and Operational Competence
Dominicé manages a diversified real estate portfolio of over sixty buildings on behalf of its investors.
The real estate team brings deep expertise across:
- technical development (extensions, energy-efficient upgrades, renovations),
- financial analysis,
- and operational management (oversight of property managers, negotiations with municipalities and banks).
This multidisciplinary approach ensures rigorous asset selection, disciplined portfolio management, and long-term value creation.
Close collaboration between the wealth management and real estate teams provides clients with a holistic, unified view of their wealth, enabling integrated analysis of financial, economic, and patrimonial factors.
One illustration of this integrated approach is the asset swap mechanism. It allows property owners to contribute their real estate to Dominicé’s managed portfolio while maintaining returns comparable to direct ownership—without the administrative and operational burden. This solution has been particularly appreciated by clients transferring their properties into professionally managed structures.
A Trusted Wealth Manager With Over Two Decades of Experience
With more than twenty years of expertise, Dominicé combines equity management, risk management, and comprehensive wealth management services. Its philosophy ensures that each component of a client’s wealth contributes to a coherent, long-term investment strategy.
Dominicé currently manages approximately CHF 2 billion in financial assets, promoting a modern approach to wealth management:
grounded in real assets, driven by performance, and supported by rigorous analysis.
* CPI component statistics are available from 1982 onward.