We construct our client portfolios by employing core-satellite approach, aiming to reduce costs, volatility, and tax implications, while simultaneously maximizing risk-adjusted returns.
This means that core of our portfolios consist of un-constraint bonds, equity, hedge funds and alternative investment vehicles. These core holdings are maintained with a buy-and-hold strategy and undergo continuous monitoring and control.
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.
Take a closer look at our featured investment services, where we illustrate how we work with our clients together to achieve their financial goals.
Portfolio Management
You entrust us with your assets for active portfolio management led by our expert team. Benefit from cutting-edge quantitative methods and personalized strategies for optimal performance.
Advisory
We’re your trusted investment partner, providing best-in-class advice, research, and analysis. We critically assess your investment ideas, offering suitable vehicles and allocation guidance. Together, we navigate the investment landscape for optimal outcomes.
Trading
Direct access to top Swiss bank trading desks. Ad hoc research support. Weekly equity and fixed income buy lists. Exclusive hedge funds and real estate deals. Enhance your investment opportunities with us.We tailor solutions to match each unique financial profile. Presented here are a selection of solutions that have proven to be beneficial for our Institutional clients.
A robust financial solution to optimize asset
security to its fullest potential.
As a trusted mediator, we facilitate connections between
financial product providers and international
investors seeking diversification through special purpose vehicles.
With our expertise, experience, and extensive network,
we provide reliable support to clients throughout the process.
We invest in the top 12 global hedge funds and best-in-class managers, utilizing an algorithmic process to optimize portfolio performance.
Our approach delivers low market correlation and attractive risk-adjusted returns.
Ideal for investors seeking expert management of their alternative portfolio, provided by an independent Swiss financial specialist.
From defining the construction of your portfolio and getting to know your risk profile to performance supervision. Our experts will support you every step of the way. Get to know our working process.
We start the construction of your portfolio under this principle:
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.
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.
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.
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.
What would make your Portfolio Construction optimal?
We present the elements in the following diagram:
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.
From defining the construction of your portfolio and getting to know your risk profile to performance supervision. Our experts will support you every step of the way. Get to know our working process.
We start the construction of your portfolio under this principle:
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.
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. Our tailored approach considers your risk profile to achieve an optimal risk-return ratio.
Unlike traditional institutions, we prioritize collaboration to create a balanced portfolio that aligns with your goals, free from internal policy constraints.
*The data provided is consistently maintained and kept up to date to ensure its relevance and reliability.
No Data Found
No Data Found
No Data Found
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.
