OUR
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. The core of our portfolios consists 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.

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

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

9.30%

Annual return 5Y

10.24%

Annual return 8Y

9.29%

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

Investment Selection Process

Unique portfolio management offer

HUMAN EXPERTISE

Our portfolio management process includes the establishment of the investment objectives, qualitative and quantitative screening of securities, selection and allocation of securities in line with the strategies predefined by the clients, along with continuous monitoring and re-balancing according to market conditions.

DATA-DRIVEN APPROACH

Our proprietary technology platform assists our investment professionals to generate above-market risk-adjusted returns.

Our customized investment solutions utilize custom datasets to be used exclusively by our investment experts to the benefit of the clients.

Restart

Our AMCs

Next Generation AMC

Next Generation is a pure-play strategy giving access to a powerful structural growth theme in a high-conviction portfolio.

The portfolio invests in US and European listed companies benefiting from the consumer revolution visible in Online connectivity, Digital Entertainment, Healthy Living & Well-Being, and Remote Working / GIG Economy.

The portfolio is composed of 20 to 30 stocks with a high bias towards Consumer and Technology sectors.

YTD 4.7%

ITD 146.1%

Next Enterprise AMC

Next Enterprise is a new thematic equity strategy investing in companies and technologies that will define Enterprise 4.0.

The portfolio will invest in US and European listed equities exposed to 3 well identified sub-themes: Infrastructure, Data analytics Applications and Security.

The portfolio will be predominantly exposed to mid to large caps with a high growth profile.

YTD 3.4%

ITD 32.7%

Next Green AMC

Next GREEN is our new thematic equity strategy, exposed to pureplay companies who will enable and define the next green paradigm.

The portfolio will be concentrated around the best ideas, providing investors with exposure to companies contributing to a greener world through two sub-themes: Greening the grid & Efficiency gain.

YTD N/A%

ITD -12.5%

Cyclical Opportunities AMC

Quality Cyclical seeks to identify the struggling yet resilient companies fighting to come back, the best players in the wrong, “highly covid impacted”, sectors.

The portfolio of 20-30 quality stocks provides investors with exposure to companies that will benefit in the short to mid-term from the improvement in the economic cycle and business environment.

The portfolio is exposed to Travel, Retail, and Entertainment cyclical companies.

YTD 8.7%

ITD 45.1%

Investment philosophy

Uniqueness

Preserving our clients’ wealth and ensuring a multi-generational wealth transmission. By combining a quantitative approach along with the experience of our investment professionals we strive to deliver supreme returns regardless of the market climate.

Long term oriented

We construct our client portfolios using the core-satellite approach, to minimize cost, volatility, and tax liability while, at the same time, creating an optimal risk adjusted return. The core of our portfolios consists of unconstraint 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.

Client oriented

Our investment philosophy is to be deliberate and careful regarding any purchase and sale of investments. We ensure that our clients’ portfolio and growth of wealth is steady and secure. We act as your partner in all the 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.