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“
CIO Finaport
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
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Few positions, well diversified to keep the running costs low and enhance the <a href=\"http:\/\/finaport.com\/liquid-market-products\"><span style=\"color:#3498db\">performance<\/span><\/a>.<\/p>\n\n<p>\u00a0<\/p>\n\n<p style=\"text-align:center\">\u201c<em>The biggest risk in investing is the investors own emotions<\/em>\u201c<\/p>\n\n<p style=\"text-align:center\"><small>CIO Finaport<\/small><\/p>\n\n<p>\u00a0<\/p>\n\n<p>\u00a0<\/p>\n\n<h2>INVESTMENT STATISTIC<\/h2>\n\n<p>The biggest losses in a portfolio do not occur during corrections, its the long-term underperformance in bull markets which is most significant<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/52a3f5623f37f823081533a5759e28be.jpg\" style=\"width:100%\" \/><\/p>\n\n<h2>\u00a0<\/h2>\n\n<p>\u00a0<\/p>\n\n<p>\u00a0<\/p>\n\n<h2><strong>Long-term investments bring more profit<\/strong><\/h2>\n\n<p>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<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/51ed9d0de48ac34dfea5a04c936c67b2.jpg\" style=\"width:100%\" \/><\/p>\n\n<p>\u00a0<\/p>\n\n<p>\u00a0<\/p>\n\n<p>Emotions often override reason when it comes to investment decisions, leading to irrational and destructive behavior<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/2c9765c243cb8024d9932fa9e8e63975.jpg\" style=\"width:100%\" \/><\/p>\n\n<p>Calendar year <strong>returns for the US stock market <\/strong>since 1979 as well as the largest intra-year declines that occurred during a given year.<\/p>\n\n<p>During this period,<strong>the average intra-year declined was about 14%<\/strong>. About half of the years observed had declines of more than 10%, and around a third had declined of more than 15%. \u00a0<\/p>\n\n<p>Despite substantial intra-years drops, <strong>calendar year returns were positive in 32 years out of the 37 examined.<\/strong><\/p>\n\n<p>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.<\/p>\n\n<p>\u00a0<\/p>\n\n<p>Emotion and trading are hazardous to your wealth<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/4bb8e8706658f230038cd9dbcf1c995b.png\" style=\"width:100%\" \/><\/p>\n\n<p><br \/>\nThe 10 Best Days - Become a Better Investor:\u00a0<\/p>\n\n<ul style=\"margin-left:40px\">\n\t<li><span style=\"color:#7f8c8d\">Missing only the 10 best days in 10 years seriously hurts you terminal wealth<\/span><\/li>\n\t<li><span style=\"color:#7f8c8d\">On average, you miss 66% of the gain, but can miss as much as 75%<\/span><\/li>\n<\/ul>\n\n<p>Stay invested, so you don\u2019t miss the 10 best days!<\/p>\n\n<p>\u00a0<\/p>\n\n<p>\u00a0<\/p>\n\n<p>\u00a0<\/p>\n\n<h2><strong>THE IMPORTANCE OF DIVERSIFICATION<\/strong><\/h2>\n\n<p>A balanced portfolio has historically offered a desirable risk-return portfolio<\/p>\n\n<p>\u00a0<\/p>\n\n<p style=\"text-align:center\"><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/c5529dacd21981b19d20edb22b7a70d2.png\" style=\"width:100%\" \/><\/p>","ru":"<p style=\"text-align:center\">\u00a0<\/p>\n\n<p style=\"text-align:center\"><strong>\u041f\u0440\u043e\u0441\u0442\u0430\u044f \u0434\u043e\u043b\u0433\u043e\u0441\u0440\u043e\u0447\u043d\u0430\u044f \u0441\u0442\u0440\u0430\u0442\u0435\u0433\u0438\u044f \u0441 \u0432\u044b\u0441\u043e\u043a\u043e\u0439 \u0430\u0431\u0441\u043e\u043b\u044e\u0442\u043d\u043e\u0439 \u044d\u0444\u0444\u0435\u043a\u0442\u0438\u0432\u043d\u043e\u0441\u0442\u044c\u044e. <\/strong><\/p>\n\n<p 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\u0440\u0435\u0448\u0435\u043d\u0438\u0439 \u044d\u043c\u043e\u0446\u0438\u0438 \u0447\u0430\u0441\u0442\u043e \u0431\u0435\u0440\u0443\u0442 \u0432\u0435\u0440\u0445 \u043d\u0430\u0434 \u0440\u0430\u0441\u0441\u0443\u0434\u043a\u043e\u043c, \u0447\u0442\u043e \u043f\u0440\u0438\u0432\u043e\u0434\u0438\u0442 \u043a \u0438\u0440\u0440\u0430\u0446\u0438\u043e\u043d\u0430\u043b\u044c\u043d\u043e\u043c\u0443 \u0438 \u0434\u0435\u0441\u0442\u0440\u0443\u043a\u0442\u0438\u0432\u043d\u043e\u043c\u0443 \u043f\u043e\u0432\u0435\u0434\u0435\u043d\u0438\u044e<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/2c9765c243cb8024d9932fa9e8e63975.jpg\" style=\"width:100%\" \/><\/p>\n\n<p>\u0414\u043e\u0445\u043e\u0434\u043d\u043e\u0441\u0442\u044c \u0437\u0430 \u043a\u0430\u043b\u0435\u043d\u0434\u0430\u0440\u043d\u044b\u0439 \u0433\u043e\u0434 <strong>\u043d\u0430 \u0444\u043e\u043d\u0434\u043e\u0432\u043e\u043c \u0440\u044b\u043d\u043a\u0435 \u0421\u0428\u0410, \u043d\u0430\u0447\u0438\u043d\u0430\u044f \u0441 1979 \u0433\u043e\u0434\u0430<\/strong>, \u0430 \u0442\u0430\u043a\u0436\u0435 \u043a\u0440\u0443\u043f\u043d\u0435\u0439\u0448\u0438\u0435 \u0432\u043d\u0443\u0442\u0440\u0438\u0433\u043e\u0434\u043e\u0432\u044b\u0435 \u043f\u0440\u043e\u0441\u0430\u0434\u043a\u0438.<br \/>\n\u0412 \u0442\u0435\u0447\u0435\u043d\u0438\u0435 \u044d\u0442\u043e\u0433\u043e \u043f\u0435\u0440\u0438\u043e\u0434\u0430 <strong>\u0441\u0440\u0435\u0434\u043d\u044f\u044f \u0432\u043d\u0443\u0442\u0440\u0438\u0433\u043e\u0434\u043e\u0432\u0430\u044f \u043f\u0440\u043e\u0441\u0430\u0434\u043a\u0430 \u0441\u043e\u0441\u0442\u0430\u0432\u0438\u043b\u0430 \u043e\u043a\u043e\u043b\u043e 14%<\/strong>. \u041f\u0440\u0438\u043c\u0435\u0440\u043d\u043e \u0434\u043b\u044f \u043f\u043e\u043b\u043e\u0432\u0438\u043d\u044b \u0438\u0437 \u043d\u0430\u0431\u043b\u044e\u0434\u0430\u0435\u043c\u044b\u0445 \u043b\u0435\u0442 \u043f\u0440\u043e\u0441\u0430\u0434\u043a\u0430 \u0431\u044b\u043b\u0430 \u0431\u043e\u043b\u0435\u0435 10%, \u0430 \u0434\u043b\u044f \u0442\u0440\u0435\u0442\u0438 - \u0431\u043e\u043b\u0435\u0435 15%.\u00a0<br \/>\n\u041d\u0435\u0441\u043c\u043e\u0442\u0440\u044f \u043d\u0430 \u0441\u0443\u0449\u0435\u0441\u0442\u0432\u0435\u043d\u043d\u044b\u0435 \u0432\u043d\u0443\u0442\u0440\u0438\u0433\u043e\u0434\u043e\u0432\u044b\u0435 \u043f\u0440\u043e\u0441\u0430\u0434\u043a\u0438, \u0434\u043e\u0445\u043e\u0434\u043d\u043e\u0441\u0442\u044c \u0437\u0430 <strong>\u043a\u0430\u043b\u0435\u043d\u0434\u0430\u0440\u043d\u044b\u0439 \u0433\u043e\u0434 \u043e\u043a\u0430\u0437\u044b\u0432\u0430\u043b\u0430\u0441\u044c \u043f\u043e\u043b\u043e\u0436\u0438\u0442\u0435\u043b\u044c\u043d\u043e\u0439 \u0432 32 \u0441\u043b\u0443\u0447\u0430\u044f\u0445 \u0438\u0437 37 \u0440\u0430\u0441\u0441\u043c\u0430\u0442\u0440\u0438\u0432\u0430\u0435\u043c\u044b\u0445 \u043b\u0435\u0442<\/strong>.<br \/>\n\u042d\u0442\u043e \u043f\u043e\u043a\u0430\u0437\u044b\u0432\u0430\u0435\u0442, \u0447\u0442\u043e \u0441\u043d\u0438\u0436\u0435\u043d\u0438\u0435 \u0440\u044b\u043d\u043a\u0430 - \u043e\u0431\u044b\u0447\u043d\u043e\u0435 \u0434\u0435\u043b\u043e, \u0438 \u043e\u0447\u0435\u043d\u044c \u0442\u0440\u0443\u0434\u043d\u043e \u0441\u043a\u0430\u0437\u0430\u0442\u044c, \u043f\u0440\u0438\u0432\u0435\u0434\u0435\u0442 \u043b\u0438 \u0431\u043e\u043b\u044c\u0448\u043e\u0435 \u043f\u0430\u0434\u0435\u043d\u0438\u0435 \u043a \u043e\u0442\u0440\u0438\u0446\u0430\u0442\u0435\u043b\u044c\u043d\u043e\u0439 \u0434\u043e\u0445\u043e\u0434\u043d\u043e\u0441\u0442\u0438 \u043f\u043e \u0438\u0442\u043e\u0433\u0430\u043c \u0433\u043e\u0434\u0430.<\/p>\n\n<p>\u00a0<\/p>\n\n<p><br \/>\n\u042d\u043c\u043e\u0446\u0438\u0438 \u0438 \u0442\u043e\u0440\u0433\u043e\u0432\u043b\u044f \u043e\u043f\u0430\u0441\u043d\u044b \u0434\u043b\u044f \u0432\u0430\u0448\u0435\u0433\u043e \u043a\u0430\u043f\u0438\u0442\u0430\u043b\u0430<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/4bb8e8706658f230038cd9dbcf1c995b.png\" style=\"width:100%\" \/><\/p>\n\n<p>10 \u043b\u0443\u0447\u0448\u0438\u0445 \u0434\u043d\u0435\u0439 - \u0441\u0442\u0430\u043d\u044c\u0442\u0435 \u043b\u0443\u0447\u0448\u0435 \u043a\u0430\u043a \u0438\u043d\u0432\u0435\u0441\u0442\u043e\u0440:\u00a0<\/p>\n\n<ul style=\"margin-left:40px\">\n\t<li>\u041f\u0440\u043e\u043f\u0443\u0441\u043a \u0432\u0441\u0435\u0433\u043e 10 \u0441\u0430\u043c\u044b\u0445 \u043b\u0443\u0447\u0448\u0438\u0445 \u0434\u043d\u0435\u0439 \u0437\u0430 10 \u043b\u0435\u0442 \u0441\u0435\u0440\u044c\u0435\u0437\u043d\u043e \u043d\u0430\u0432\u0440\u0435\u0434\u0438\u0442 \u0432\u0430\u0448\u0435\u043c\u0443 \u043a\u0430\u043f\u0438\u0442\u0430\u043b\u0443<\/li>\n\t<li>\u0412 \u0441\u0440\u0435\u0434\u043d\u0435\u043c, \u0438\u043d\u0432\u0435\u0441\u0442\u043e\u0440 \u0443\u043f\u0443\u0441\u043a\u0430\u0435\u0442 66% \u0440\u043e\u0441\u0442\u0430, \u043d\u043e \u043c\u043e\u0436\u0435\u0442 \u0443\u043f\u0443\u0441\u0442\u0438\u0442\u044c \u0430\u0436 75%.<\/li>\n<\/ul>\n\n<p>\u0421\u043e\u0445\u0440\u0430\u043d\u044f\u0439\u0442\u0435 \u0441\u0432\u043e\u0438 \u0438\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0438\u043e\u043d\u043d\u044b\u0435 \u043f\u043e\u0437\u0438\u0446\u0438\u0438, \u0447\u0442\u043e\u0431\u044b \u043d\u0435 \u043f\u0440\u043e\u043f\u0443\u0441\u0442\u0438\u0442\u044c 10 \u043b\u0443\u0447\u0448\u0438\u0445 \u0434\u043d\u0435\u0439!<\/p>\n\n<h2><br \/>\n<br \/>\n\u0412\u0410\u0416\u041d\u041e\u0421\u0422\u042c \u0414\u0418\u0412\u0415\u0420\u0421\u0418\u0424\u0418\u041a\u0410\u0426\u0418\u0418<\/h2>\n\n<p>\u041f\u0440\u0430\u043a\u0442\u0438\u043a\u0430 \u043f\u043e\u043a\u0430\u0437\u044b\u0432\u0430\u0435\u0442, \u0447\u0442\u043e \u0441\u0431\u0430\u043b\u0430\u043d\u0441\u0438\u0440\u043e\u0432\u0430\u043d\u043d\u044b\u0439 \u043f\u043e\u0440\u0442\u0444\u0435\u043b\u044c \u043c\u043e\u0436\u0435\u0442 \u0434\u0430\u0442\u044c \u0436\u0435\u043b\u0430\u0435\u043c\u043e\u0435 \u0441\u043e\u043e\u0442\u043d\u043e\u0448\u0435\u043d\u0438\u0435 \u0440\u0438\u0441\u043a\u0430 \u0438 \u043f\u0440\u0438\u0431\u044b\u043b\u0438<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/c5529dacd21981b19d20edb22b7a70d2.png\" style=\"width:100%\" \/><\/p>","de":"<p style=\"text-align:center\">\u00a0<\/p>\n\n<p style=\"text-align:center\"><strong>Eine einfache langfristige Strategie, um eine starke, absolute Performance zu erzielen\u00a0<\/strong><\/p>\n\n<p><br \/>\nWir verfolgen eine systematische, regelbasierte Anlagephilosophie. Da niemand den Markt konsequent vorhersagen kann, setzen wir gerne auf einen klaren, regelbasierten Anlageprozess. Eine passive Anlagestrategie mit einer aktiven Vermögensauswahl und -allokation ohne Währungsrisiko. Keine Emotionen, kein Trading oder Market Timing. Nur physische Anlagen (Basiswerte), keine strukturierten Produkte. Wenige Positionen, gut diversifiziert, um die laufenden Kosten niedrig zu halten und die <a href=\"http:\/\/finaport.com\/liquid-market-products\">Performance<\/a> zu steigern.<\/p>\n\n<p style=\"text-align:center\"><br \/>\n<em>\"Das größte Risiko beim Investieren sind die eigenen Emotionen der Anleger\"<\/em><br \/>\n<br \/>\n<small>CIO Finaport Zürich<\/small><\/p>\n\n<p style=\"text-align:center\">\u00a0<\/p>\n\n<p style=\"text-align:center\">\u00a0<\/p>\n\n<h2>INVESTMENT-STATISTIK\u00a0<\/h2>\n\n<p>Die größten Verluste in einem Portfolio treten nicht während Korrekturen auf, es ist die langfristige Underperformance in Bull-Märkten, die am bedeutendsten ist\u00a0<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/52a3f5623f37f823081533a5759e28be.jpg\" style=\"width:100%\" \/><\/p>\n\n<h2>LANGFRISTIGE INVESTITIONEN BRINGEN MEHR GEWINN\u00a0<\/h2>\n\n<p>Konzentrieren Sie sich nur auf das, was Sie kontrollieren können. Ein disziplinierter Anleger blickt über die Sorgen von heute hinaus auf das langfristige Wachstumspotenzial des Marktes<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/51ed9d0de48ac34dfea5a04c936c67b2.jpg\" style=\"width:100%\" \/><\/p>\n\n<p>Emotionen überlagern oft die Vernunft, wenn es um Investitionsentscheidungen geht, was zu irrationalem und destruktivem Verhalten führt<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/2c9765c243cb8024d9932fa9e8e63975.jpg\" style=\"width:100%\" \/><\/p>\n\n<p>Kalenderjahresrenditen<strong> für den US-Aktienmarkt <\/strong>seit 1979 sowie die größten unterjährigen Rückgänge, die während eines bestimmten Jahres auftraten.\u00a0<br \/>\nWährend dieses Zeitraums betrug der durchschnittliche <strong>Rückgang innerhalb eines Jahres etwa 14 %<\/strong>. Etwa die Hälfte der beobachteten Jahre wies Rückgänge von mehr als 10 % auf, und etwa ein Drittel hatte Rückgänge von mehr als 15 %.\u00a0\u00a0<br \/>\nTrotz der beträchtlichen Rückgänge innerhalb eines Jahres waren <strong>die Kalenderjahresrenditen in 32 der 37 untersuchten Jahre positiv<\/strong>.\u00a0<br \/>\nDies zeigt, wie häufig Marktrückgänge sind und wie schwierig es ist, zu sagen, ob ein großer unterjähriger Rückgang zu negativen Renditen über das gesamte Jahr führt.\u00a0<br \/>\n\u00a0<\/p>\n\n<p>\u00a0<\/p>\n\n<p><br \/>\nEmotionen und Handel sind gefährlich für Ihr Vermögen<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/4bb8e8706658f230038cd9dbcf1c995b.png\" style=\"width:100%\" \/><\/p>\n\n<p>Die 10 besten Tage - Werden Sie ein besserer Investor:\u00a0<\/p>\n\n<ul style=\"margin-left:40px\">\n\t<li>Wenn Sie nur die 10 besten Tage in 10 Jahren verpassen, schadet das Ihrem Endvermögen erheblich\u00a0<\/li>\n\t<li>Im Durchschnitt verpassen Sie 66% des Gewinns, können aber auch bis zu 75% verpassen\u00a0<\/li>\n<\/ul>\n\n<p>Bleiben Sie investiert, damit Sie die 10 besten Tage nicht verpassen!\u00a0<\/p>\n\n<h2><br \/>\n<br \/>\nDIE BEDEUTUNG DER DIVERSIFIKATION\u00a0<\/h2>\n\n<p>Ein ausgewogenes Portfolio hat historisch gesehen ein wünschenswertes Risiko-Ertrags-Verhältnis geboten<\/p>\n\n<p><img alt=\"\" src=\"\/storage\/origin\/site_services\/29\/text_editor\/c5529dacd21981b19d20edb22b7a70d2.png\" style=\"width:100%\" \/><\/p>","zh":""},"template":"default-template","group_id":18,"status":1,"order":0,"slug":"systematic-asset-management","created_at":"2020-09-27 18:55:06","updated_at":"2025-01-31 21:10:57","structure":{"id":822,"_lft":776,"_rgt":777,"parent_id":1,"depth":2,"weight":"0.5","to_index":1,"follow":1,"to_sitemap":1,"individual_tags":0,"canonical":null,"page_template":"service","object_id":21,"page_id":null,"model":"CfDigital\\Site\\Models\\Service","url":"\/systematic-asset-management","og_image":null,"og_type":"website","frequency":"weekly","type":"structure","status":1,"published":1,"slug":"systematic-asset-management","deleted_at":null,"site":"","created_at":"2020-09-27 18:55:06","updated_at":"2025-01-31 21:56:01","title":"Systematic Asset Management","h1_title":null,"meta_title":null,"meta_description":null,"seo_text":null,"og_title":null,"og_description":null,"translations":[{"id":1789,"structure_id":822,"locale":"en","title":"Systematic Asset Management","h1_title":null,"meta_title":null,"meta_description":null,"seo_text":null,"og_title":null,"og_description":null,"created_at":"2020-09-27 18:55:06","updated_at":"2020-09-27 18:55:06"},{"id":1790,"structure_id":822,"locale":"ru","title":"\u0421\u0418\u0421\u0422\u0415\u041c\u041d\u041e\u0415 \u0423\u041f\u0420\u0410\u0412\u041b\u0415\u041d\u0418\u0415 \u0410\u041a\u0422\u0418\u0412\u0410\u041c\u0418","h1_title":null,"meta_title":null,"meta_description":null,"seo_text":null,"og_title":null,"og_description":null,"created_at":"2020-09-27 18:55:06","updated_at":"2021-07-16 15:23:14"},{"id":1791,"structure_id":822,"locale":"de","title":"SYSTEMATISCHE VERM\u00d6GENSVERWALTUNG","h1_title":null,"meta_title":null,"meta_description":null,"seo_text":null,"og_title":null,"og_description":null,"created_at":"2020-09-27 18:55:06","updated_at":"2021-07-16 15:27:26"},{"id":1792,"structure_id":822,"locale":"zh","title":"","h1_title":null,"meta_title":null,"meta_description":null,"seo_text":null,"og_title":null,"og_description":null,"created_at":"2020-09-27 18:55:06","updated_at":"2020-09-27 18:55:06"}]}}
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.
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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.
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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.
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