Total Return
1.37%
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.
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
Money market, Bonds, Stocks, Hedge funds, Real estate, Structured products
Defensive, Balanced, Dynamic
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
Money market, Bonds, Stocks, Hedge funds, Real estate, Structured products
Defensive, Balanced, Dynamic
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
Money market, Bonds, Stocks, Hedge funds, Real estate, Structured products
Defensive, Balanced, Dynamic
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.
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.
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.
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.
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.
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.
Toledo Capital seeks to invest in the underlying basket of hedge funds seeking the best-in-class hedge fund managers for diverse styles within each category.
Most of the funds in the basket are UCITS funds, which are highly regulated and liquid.
Audited by PwC
Aquila Member
Regulated by FINMA
