Investment Principles

We construct our client portfolios using  the core-satellite approach, in order to minimise cost, volatility and tax liability while in the same time creating an optimal risk adjusted return. 

This means that core of our portfolios consist of un-constraint bonds, equity, hedge funds and alternative investment vehicles that are held with a buy-and-hold mindset but are subject to continuous monitoring and controlling. 

Satellite investments mostly consist of long-only equities, bonds and other investment vehicles, that are held for a shorter period with the aim to capitalize on short-term market opportunities.

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Core- Satellite
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Core- Satellite

Investment Solutions

Portfolio Management

You entrust us with the management of your assets. You will benefit from the active management of the portfolio and the human experts, along with the support of cutting-edge quantitative portfolio construction methods.

CURRENCIES: CHF, EUR, USD, GBP


INVESTMENT UNIVERSE:

Money market, Bonds, Stocks, Hedge funds, Real estate, Structured products


RISK PROFILES:

Defensive, Balanced, Dynamic

Advisory

We act as your partner in all investment decisions. We provide you with the best-in-class advice, research and analytical material available. We will critically assess your investment ideas and provide suitable investment vehicles and allocation advice.

CURRENCIES: CHF, EUR, USD, GBP


INVESTMENT UNIVERSE:

Money market, Bonds, Stocks, Hedge funds, Real estate, Structured products


RISK PROFILES:

Defensive, Balanced, Dynamic

Trading

We provide you with direct access to the trading desks at the leading Swiss banks. Ad hoc research and analytical requests. Weekly equity and fixed income buy lists. Access to restricted and exclusive hedge funds and real estate deals.

CURRENCIES: CHF, EUR, USD, GBP


INVESTMENT UNIVERSE:

Money market, Bonds, Stocks, Hedge funds, Real estate, Structured products


RISK PROFILES:

Defensive, Balanced, Dynamic

Performance & Risk Metrics

Diversifying your assets across jurisdictions, investment classes, and currencies is key to successfully realize your investment objective. It focuses on creating a balanced portfolio by allocating some of your assets to higher risk investments and others to low-risk and predictable return investments. This balance helps you achieve more stable and predictable growth over time, without being exposed to intolerable risk levels.

When creating your portfolio, we take into consideration your “objective and subjective risk” profile in order to obtain an optimal RR ratio. Unlike many other banks and financial institutions, our investment decisions are not dictated by internal policies, allowing us to create the optimal balance together with you.

Total Return

1.37%

Standard Deviation

5.47

Sharpe Ratio

5.47

Sortino Ratio

5.47

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022

Due to the use of the proprietary AI throughout the portfolio construction and maintenance process we limit risk associated with human bias and error, while relying on the fundamental market view of the industry professionals with over 50 years of experience.

Annual return 3Y

4.26%

Annual return 5Y

5.39%

Annual return 8Y

6.52%

Asset Allocation

BALANCED
Portfolio
Volatility ( % )
9.24%
Culmulative Return ( % )
19.01%
Annualised Return ( % )
14.50%
MaxDrawDown ( % )
-17.45%
Sharpe ( % )
1.57%
VaR (1Y,95%) ( % )
-16.00%
CONSERVATIVE
GROWTH

Our Process

The Satellite
The Satellite is the part of the Portfolio that is more actively managed. The aim is to extract alpha from opportunities and special market conditions.
The Core
Is the basis of the portfolio, the part that is well- diversified across different sectors and countries. Ir broadly covers the main equity indices and Fixed Income Markets. The Core allocation is expected to generate Market returns.
Defining your Risk Profile
Trust comes with clarity & transparency.
In order to evaluate together your investment objectives and define a investment strategy that is properly aligned to your Wealth Management needs, we have designed a detailed questionnaire in order to document crucial information at the beginning of our relationship.
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AMCs

Pure Impact

Invest with Impact in the Green Revolution

Pure Impact seeks long-term beneficiaries of the major trends associated with a transition to a greener future.

It invests in companies which have secular growth opportunities related to changes in the way energy is produced and in the way we, as a society, consume more efficiently.

The portfolio holds 20 to 30 stocks from the in following sub-themes: Alternative Energy, Clean Mobility, Clean Buildings, Energy Infrastructure & Storage and the Circular Economy.

YTD -17.5%

Pure Vision

Secular Hyper Growth of a New World

Pure Vision is a pure-play equity strategy seeking long-term beneficiaries of the major trends associated with this ongoing consumer revolution.

The strategy will invest in technologies playing a central role in this remarkable regime change and pushing companies to reinvent themselves at a pace never seen before.

The portfolio holds 20 to 30 key stocks picked within the ‘new consumer’ ecosystem.

 

YTD -45.6%

Pure Opportunity

Catalyst-Driven Global Stock Picking

Pure Opportunity is specifically designed to invest in companies that are expected to rebound in the near future.

The strategy will focus on US and European listed stocks at the early stage of their cyclical recovery, under a ‘special situation’ scenario (spinoffs, recap, merger, activist) or post a successful turnaround.

Pure Opportunity is a pure-play equity strategy providing exposure to catalyst-driven opportunities, in a high-conviction and actively managed portfolio.

YTD -2.8%