Investments

Our Investment Principles

We construct our client portfolios using the core-satellite approach, in order to minimize 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.

DIVERSIFICATION
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DIVERSIFICATION

Diversifying your assets across jurisdictions, investment classes and currencies is very important in order to successfully achieve 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.

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“BEST-IN-CLASS” APPROACH
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“BEST-IN-CLASS” APPROACH

As an independent third party advisor, we carefully select investment managers based on their competencies and suitability to fit your purposes. Being located in Zurich - the heart of Switzerland, a worldwide financial center, allows us to benefit from a steady inflow of professional know-how, enabling us to cherry pick the best investment solutions for you.

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Optimal Risk Adjusted Return (RR Ratio)
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Optimal Risk Adjusted Return (RR Ratio)

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 being dictated by internal policies, allowing us to create the optimal balance together with you.

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Our Expertise

We stand out through collaboration with best-in-asset-class managers, access to and selection of top-notch Boutique Fund Managers. In addition, we continuously monitor and benchmark of our fund universe. We execute in-depth fund evaluations and proactively meet fund managers on a monthly / quarterly basis in order to permanently examine whether their strategies match our values and goals.

Through our absolute return investment approach, we strive to achieve stable positive returns,reduce overall portfolio volatility and limit market risk regardless of whether markets are going up, down, or sideways. Our return target lies within the range of LIBOR + 3 to 7 %, depending on the risk aversion of each client.

Our specific areas of expertise lie in Alternative Investments (i.e. Real Estate, Hedge Funds), Structured Products and ETFs in order to take advantage of varying market conditions while achieving capital gains in all investment environments, reducing the maximum draw down of our clients at any time and increasing the opportunity of alpha.

Our Flagship Portfolio

Metric
Total Return
Standard Dev.
Sharpe Ratio
Sortino Ratio
YTD 2019
6.73
2.63
7.31
10.91
2018
2.86
2.64
0.35
0.36
2017
11.78
1.42
7.66
9.75
2016
7.45
2.57
2.79
2.75
2015
6.86
2.4
2.86
2.87
2014
9.05
2.1
4.32
4.81
Ann. Return 3Y
Ann. Return 5Y
9.19
8.22

Bonds

Total
50%
Convertibles Bonds
0%
Perpetual Bonds
16%
High Yield Bonds
6%
Emerging Markets Bonds
0%
Cat Bonds
0%
Loans
19%
Investment Grade Bond
9%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%

Equity

Total
15%
USA
0%
Europe
0%
Japan
0%
Emerging Markets
0%
Sector Funds
3%
Global
12%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%

Hedge Funds

Total
29.5%
Equity Long/Short
10%
Credit Long/Short
0%
Emerging Markets
0%
Others
19.5%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%

Cash

Total
5.5%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%