Advisory Asset Management & Consulting

Systematic Asset Management Tailored Asset Management Advisory Asset Management & Consulting Family Office Services

Systematic Asset Management

A simple long-term strategy to achieve strong, absolute performance

We believe in a systematic, rule-based investment philosophy. As nobody can consistently predict the market, we like to focus on a clear, rule-based investment process. A passive investment strategy with an active asset selection and allocation without currency risk. No emotions, no trading or market timing. Only physical investments (underlyings), no structured products. Few positions, well diversified to keep the running costs low and enhance the performance.

“The biggest risk in investing is the investors own emotions“

Yves Hauser, CIO Finaport Zurich

INVESTMENT STATISTIC

The biggest losses in a portfolio do not occur during corrections, its the long-term underperformance in bull markets which is most significant

Long-term investments bring more profit

Focus only on what you can control. A disciplined investors looks beyond the concerns of today to the long-term growth potential of the market

Emotions often override reason when it comes to investment decisions, leading to irrational and destructive behavior

Calendar year returns for the US stock market since 1979 as well as the largest intra-year declines that occurred during a given year.

During this period,the average intra-year declined was about 14%. About half of the years observed had declines of more than 10%, and around a third had declined of more than 15%.

Despite substantial intra-years drops, calendar year returns were positive in 32 years out of the 37 examined.

This goes to show just how common market declines are and how difficult it is to say whether a large intra-year decline will result in negative returns over the entire year.

Emotion and trading are hazardous to your wealth

The 10 Best Days - Become a Better Investor:

Missing only the 10 best days in 10 years seriously hurts you terminal wealth
On average, you miss 66% of the gain, but can miss as much as 75%

Stay invested, so you don’t miss the 10 best days!

THE IMPORTANCE OF DIVERSIFICATION

A balanced portfolio has historically offered a desirable risk-return portfolio

Tailored Asset
Management

Investment Philosophy

For clients that prefer a tailored strategy, e.g. investments in sustainable products, integration of private equity, hedge funds etc., we provide top quality solutions to your individual wishes, objectives and risk tolerance based on a strong research platform, a robust investment process and sound risk management. While capital preservation is our top priority, our investment team with several decades of combined experience in financial markets aims to capitalize on investment opportunities globally in a variety of areas with an emphasis on sustainability.

Risk Management

Risk management is a top priority for us. We are using sophisticated tools designed to provide downside protection for our portfolios. This enables us to monitor and highlight deviations from the stated risk tolerance level with the aim of providing assistance for a portfolio review and possible rebalancing.

Discretionary Asset Management

We will work with you to prepare a personalized investment management strategy and a clear roadmap towards long-term portfolio diversification, in line with your investment objectives, your overall asset structure and your risk tolerance.

This is to ensure that your discretionary investment portfolio is truly tailored to your needs and requirements.

We actively manage and re-balance your portfolio on an ongoing basis in response to developments and changes in the overall investment environment with capital preservation and safety as our top priorities. Transparency and comprehensive portfolio reporting is of utmost importance to us in order to keep you up-to-date on your investment portfolio.

Investment Product Sourcing

The sourcing and evaluation of investment products is of critical importance. Our open architecture platform allows us to source the best available products in the market including structured products, third party funds in various asset classes, as well as long and short ETFs. We also provide access to investments in commodities, hedge funds, private equity and precious metals.

Trade Execution

We are putting a great deal of emphasis on a strong trade execution platform. This is to ensure best trade executions in our investment portfolio and structured products.

Advisory Asset Management & Consulting

Regular interaction between you and your advisor

With our investment advisory services, we offer you the opportunity to take your own investment decisions while benefiting from direct contact with one of our investment advisors. This includes regular interaction between you and your advisor and may involve in-depth discussion of investment strategy and investment ideas.

How frequently and to what degree you wish to interact with your investment advisor depends on your individual requirements and to what extent you wish to participate in the investment decision making process.

Family Office Services

GLOBAL CUSTODY CONSOLIDATION

FINAPORT has developed a high-tech solution that goes far beyond traditional custodian services in order to offer you maximum added value.

We provide institutional custody conditions with many banks around the globe. All your accounts can be displayed in one single Application and can be consolidated for a snapshot view of your worldwide portfolio and liquidity.

Each individual account can be displayed on one computer screen or on a printed report and be consolidated with your other accounts for a snapshot view of your entire portfolio with a click of a button. Liquidity and diverging investments of different banks and portfolio managers are thus displayed at a glance.

Find out more about our Global Financial Partners

GENERATIONS

We structure optimal multigenerational and succession plans. These include tax and estate planning, trusteeship, foundation management, family philanthropic needs, lifestyle management and coordination of professionals. We provide clients with a confidential, trustworthy and unbiased framework for the management of their financial affairs. As trusted advisors to our clients, we draw on Swiss banking history with unmatched service and discretion in the financial world.