Wealthgate Multi Asset
Structure beats forecast.
Those who want to secure and grow wealth long-term don’t need spectacle – they need a foundation that holds. Rules-based, forecast-independent, with broad diversification and full transparency — even in turbulent times.
Background and responsibility
Why a multi-asset approach.
Not the most exciting approach – but usually the right one.
Those who want to secure and grow wealth long-term don’t need spectacle – they need a foundation that holds. Financial markets reward neither haste nor conviction in single trends – they reward discipline, diversification, and the willingness to stick with proven structures.
That’s exactly why we launched the WEALTHGATE Multi Asset Fund: not as a reaction to a market phase, but as a permanent solution for investors who want to preserve and grow wealth across generations. No market timing. No short-term bets. Instead, a framework that maintains orientation in every market environment.
„All building blocks follow the same core conviction — one that was there from the very idea of the fund: provide guidance, reduce complexity, even when markets become turbulent."
Five building blocks – one conviction
Every building block has a function.
All follow the same core conviction: control risks, reduce complexity – even when markets become turbulent.
Holding equities means co-owning companies – participating in their profits, innovation, and long-term growth. Over long periods, no other asset class has demonstrated this real return power. Our equity allocation is broadly diversified across regions and sectors – rules-based, without timing.
Fixed-income securities have formed the backbone of solid wealth strategies for generations – because they deliver what many other asset classes cannot: predictability. Regular interest income dampens fluctuations. A portfolio without bonds is one without shock absorbers.
Gold has proven its value across epochs – through currency reforms, financial crises, and geopolitical upheavals. Physically backed gold forms the core, supplemented by silver, platinum, and industrial commodities.
Those who have liquidity act from a position of strength. Those who don’t are forced to react. Our liquidity buffer protects against forced sales and secures the ability to act.
A deliberately limited building block focused on cryptocurrencies such as Bitcoin and Ethereum, mapped exclusively through regulated, exchange-traded instruments. The allocation is risk-adjusted weighted and limited to a low single-digit percentage of the fund’s assets. Not an experiment — a clearly defined part of the multi-asset strategy.
Fund Data and Performance Overview
We combine our team’s expertise with sound market knowledge to provide our clients with a sustainable competitive advantage.
How the strategy is structured
An intelligent mix of global asset classes as a base investment for long-term value creation with controlled volatility.
Currencies
Equities | Regions
Equities | Sectors
Equities | Market Capitalization
Top 10 Positions
Everything you need to know.
Dennis Scherer CIIA
Director Capital Markets
Dennis Scherer knows capital markets from multiple perspectives: as a long-standing advisor alongside his clients, as head of portfolio management in strategic wealth management, and as a business analyst who maintained and developed complex trading systems at a renowned German stock exchange. As Director Capital Markets at Wealthgate, he channels this experience into the firm’s proprietary investment strategies – grounded in selection and with a clear stance even through challenging market cycles.
„It is the passion for capital markets that drives us every morning, and the discipline of a clear structure that lets us look ahead with satisfaction every evening."
Get to know our Wealthgate Multi Asset Fund.
A personal conversation is the best first step.
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