Investment approach

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.

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Core- Satellite

Categories of Investment Services

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

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.

Investment Universe
Money Market, Bonds, Stocks, Hedge Funds, Real estate, Structured products

Risk Profiles
Conservative, Balanced, Dynamic

Advisory

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.

Investment Universe
Money Market, Bonds, Stocks, Hedge Funds, Real estate, Structured products

Risk Profiles
Conservative, Balanced, Dynamic.

Trading

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.

Investment Universe
Money Market, Bonds, Stocks, Hedge Funds, Real estate, Structured products.

Risk Profiles
Conservative, Balanced, Dynamic.

Some of our Invesment Solutions

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.

Our working process

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.

1. Core - Satellite approach Minimise cost, volatility and tax liability while creating an optimal risk adjusted return.

We start the construction of your portfolio under this principle:

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. It broadly covers the main equity indices and Fixed Income Markets. The core allocation is expected to generate Markets returns.

2. Investment Target Defining Investment objectives according to client 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.

3. Research & Selection Selecting best-in-class fund managers

4. Portfolio Construction Gradually investing to exclude short term volatility

5. Portfolio Supervision Continuous monitoring and rebalancing

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.

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.

Restart


Our working process

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.

1. Core - Satellite approach Minimise cost, volatility and tax liability while creating an optimal risk adjusted return.

We start the construction of your portfolio under this principle:

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. It broadly covers the main equity indices and Fixed Income Markets. The core allocation is expected to generate Markets returns.

2. Investment Target Defining Investment objectives according to client 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.

3. Research & Selection Selecting best-in-class fund managers.

4. Portfolio Construction Gradually investing to exclude short term volatility.

5. Portfolio Supervision Continuous monitoring and rebalancing.

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.

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. 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.

Total Return

3Y Annual return

3.76%

5Y Annual return

7.81%

8Y Annual return

7.64%

1.37%
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023

*The data provided is consistently maintained and kept up to date to ensure its relevance and reliability.

Asset Allocation

No Data Found

Cash And Bonds

Further Bonds
0%
Cash
0%
High Yield
0%
Investment Grade
0%
Investment Grade
0%

Equity

Global/Themes
0%
North America
0%
Eurpe
0%
Japan
0%
Asia/Pacific
0%

Alternative Investments

Hedge Funds
0%
Various
0%
Structured Products
0%

No Data Found

Cash And Bonds

Further Bonds
0%
Cash
0%
High Yield
0%
Investment Grade
0%
Investment Grade
0%

Equity

Global/Themes
0%
North America
0%
Eurpe
0%
Japan
0%
Asia/Pacific
0%

Alternative Investments

Hedge Funds
0%
Various
0%
Structured Products
0%

No Data Found

Cash And Bonds

Further Bonds
0%
Cash
0%
High Yield
0%
Investment Grade
0%
Investment Grade
0%

Equity

Global/Themes
0%
North America
0%
Eurpe
0%
Japan
0%
Asia/Pacific
0%

Alternative Investments

Hedge Funds
0%
Various
0%
Structured Products
0%

Asset Allocation

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

Our Process

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 3.4 %

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 -8.5%

Hedge Funds Basket

Invest in diverse Hedge Funds within one financial structure

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.

 

 

YTD -0.1%