“There is a way to do it better – find it.”
Thomas A. Edison
Our Asset Management Expertise
DISCRETIONARY MANDATE
We offer a range of discretionary portfolio management solutions in various reference currencies and with different risk profiles. We can also help our clients create their own private funds and manage them according to their preferred investment strategy.
Our investment approach combines bottom-up analysis with top-down macroeconomic perspectives.
ADVISORY MANDATE
Our investment teams in Switzerland offer our clients their expertise in investing in developed and emerging markets. We provide advice, ensure optimal transaction execution across all asset classes, and report according to individual preferences.
AMC (ACTIVELY MANAGED CERTIFICATES)
Our credit strategies are based on AMC (Actively Managed Certificates), instruments that enable broad diversification and seamless access to opportunities in the credit markets.
Investment Grade Euro Bonds
This strategy focuses on a rigorous selection of high-quality international issuers. Guided by the expertise of StoBene Partners SA, it aims to generate stable returns through diversification across countries, maturities, credit ratings, currencies, and seniority levels.
The AMC of this strategy is denominated in euros, and all foreign exchange risks are fully hedged.
Global Diversified Credit
This strategy provides broad exposure to the global credit market, combining Investment Grade (IG) bonds with targeted opportunities in the high-yield segment. It is based on in-depth research and flexible allocation in order to capture multiple sources of performance.
The AMC of this strategy is managed in US dollars and is denominated either in US dollars or in euros.
MULTI ASSET CLASS MANAGEMENT
We advise our clients on an investment fund focused on long-term capital appreciation and regular income, using a multi-asset class approach that emphasizes diversification and low correlation.
The portfolio is designed with a focus on income generation and capital preservation.