The discretionary management of individual investment portfolios is our primary mission. We invest time in listening to and analysing our clients’ unique financial positions, and together we define the most appropriate strategic asset allocation, which serves as the fundamental driver of long-term returns.
Like in business, investment success is achieved when long-term value has been created. We believe that a clear framework and a replicable process are the cornerstones for a successful multi-asset portfolio.
Our investment process is based on a top-down, macro-driven investment style, which helps us to define the asset classes, the countries and the sectors most likely to generate the highest expected risk-adjusted returns. Through this approach, we focus on the “big picture” to gain an understanding of emerging trends and macro themes that affect financial markets and translate it into our strategic asset allocation (SAA).
A portion of the portfolio is left in short term and high-grade government bonds to be able, at any time, and depending on market conditions, to capture risk premia though temporary market dislocations, volatility spikes and inefficiencies and deploy cash into tactical positions (TAA).
Our investment advisory services allow you to maintain full control over your final investment decisions.
Our Wealth and Portfolio management team offers, at any time, the support, insights, and guidance required, from strategic asset allocation to tactical positioning, from comprehensive equities and bonds portfolios to alternative strategies, all tailored to your specific goals and expectation.
As a partner owned investment firm, we work with some of the largest banking and financial institution, both in Switzerland and abroad.
We keep an agnostic and unbiased approach, prioritizing the best service achievable, with a constant focus on cost control and efficiency.
We believe that an open architecture can offer greater opportunities. On the other hand, it also requires substantial dedication to networking, research, legal and compliance support and a robust administrative structure.
Our entrepreneurial spirit compels us to embrace this approach, not only in the realm of investments but also in the way we conduct our business.
Maintaining value over time is paramount to us. We firmly believe that risk management is central to long-term capital preservation and growth. We view it not as a constraint or limitation in our portfolios, but as the cornerstone of any strategic asset allocation.
Via Serafino Balestra 5
6900 Lugano
