We offer a range of advisory investment solutions. We have a particular focus on the currency market as it offers low correlation with traditional asset classes and is the world’s most liquid financial market.
FX DYNAMIC HEDGING
FX OVERLAY
Our FX Dynamic Hedging strategy consists in managing your currency exposures (foreign investments, trade flows, balance sheet exposure, etc.). We can help you first to define the best hedging policy and then to find solutions that are both cost effective and adapted to your risk capacity. The goal is to create an excess return vis-a-vis static hedges.
The hedging expertise can be extended to other asset classes (Equities, Bonds) to run a full risk overlay.
FX ALPHA
The goal of the FX Alpha strategy is to deliver positive returns by actively trading a portfolio of currencies. The investment philosophy is to formulate market views based on a combination of economic data, technical analysis, statistical calculations and our interpretation of market/political events.
OUTSOURCED CIO
A wide range of organizations and businesses have investment portfolios that need management and advice. Due to the new regulations in Switzerland, many External Asset Managers want an investment professional to oversee the management of those assets. Our service typically includes tailoring and making changes to the portfolios in order to create an « optimal » and liquid asset allocation with a strict risk control. We can propose the use of different financial instruments such as stocks, bonds, funds (actively or passively managed) and derivatives.
CONSULTING SERVICES
If you want to assess the corporate and investment strategy with the support of an external specialist, to grow in AuM, to review your offerings with a creative mindset, we can help you in these areas based our experience in leading asset management companies.
