Services

After having assimilated the details of your family contour as well as the facts pertaining to your assets, residence, legal, tax and operational environments, we define and implement your strategies in the fields of asset building, asset diversification, holding structures and wealth planning.

We help you to organize your banking relationships, we negotiate for you their operational and fee conditions, we follow and consolidate the portfolios for which you have eventually granted third party asset management mandates. Our network and our intimate knowledge of Swiss and international players in the field of banking and finance also enables us to select for your new banks and asset managers through a rigorous call for proposal.

We have developed tools to process your bills and manage the costs which are inherent to the maintenance of your family assets and to consolidate the latter.

Affected to these missions since the beginning of our history, we offer you our vast experience on a very wide spectrum of different family situations.

In order to landmark even further our commitment by your sides, we can additionally offer to act as board members or principals of your private holdings or family foundations as well as executors or trust protectors.

To orchestrate, to explain, to reassure, we are an intergenerational link, the living memory of your family assets.

Having been exposed for years to the diversity of our family-clients’ assets, we intervene today on all private and public markets. We look for and identify real estate and collectibles’ assets but also investigate possible industrial, commercial and land/forestry transactions with a view to diversify and add value to your family assets.

Opportunities at times also come from your end; we offer to help you seize them extending our role to possibly invest alongside you, raise third party equity among our existing family-clients and organize banking financial facilities.

We reckon the merits of the many funds offered by our competitors in the field of private equity, participation and real-estate but from the beginning we favor direct investments as they are the only way to operate a real control on the underlying investment as well as also the only ones to offer the degree of transparency and reasonable cost structure that we are aiming for.

For venture capital transactions, on the contrary, as they require a very specific competence and call for a high diversification, we prefer to steer you towards existing vehicles or private partnerships.

Our portfolio management team deals with any and all listed assets and manages your accounts along the lines of the objectives which we set with you.

Apart from this traditional asset management and global diversification practice, the core of our offer stands somewhere else:

In each macro-economic environment, our Investment Committee permanently seeks to identify trends and to translate them into investment strategies which reflect our strong convictions.

Assisted by historical risk data computing and management software, we have developed in house algorithmic asset allocation models which we use as a basis for discussion in our investment committees.

The modeling of performance and historical risk analysis enable us to sharpen the personal asset allocation grid of our clients and, later, to on put into perspective the pertinence of the choices that we were led to make.

Last, we dig into the differentiated offer of our sister companies W Capital and Amadeus Quantamental to find niche strategy products which enlarge the spectrum of available assets for our discretionary portfolio management activities. These products’ investment strategies are essentially non-directional, and they allow to add value to and diversify our traditional asset allocation. it is a real strength to benefit from this unusual resource internally.

We count among the very few independent financial firms to have access to an aggregated consolidation software which architecture is also used by some of the most important Swiss banks. Based upon it, we have developed and have been fine tuning for 20 years our system ADAPT, Advanced Data, Aggregation & Performance Tools.

ADAPT is the corner stone to our financial communication with our family-clients. It is a fully integrated program of portfolio analysis, consolidated reporting, detailed performance computation as well as constraints and cost control, which operates on the basis, among other, of the crypted information that we receive daily from your custodian banks. Your non listed assets also have their place so that at all time, either though us or directly via internet, you have access to a complete and reliable dashboard which empowers you to follow the evolution and the performance of your global assets and of any of its component.

As well, thanks to our partnership with the American firm Northstar Risk Corp. and the computer link that we managed to secure between the latter and ADAPT, we have a unique risk management modeling tool which provides us with liquidity and value at risk (VAR) analysis, stress-test scenarios, as well as concentration reports by sector, countries, currencies etc…

Technology and financial analysis are an absolute necessity for a human size Family Finlab like ours. We are dedicating a significant part of our budget to it but, no matter what, our internally developed software is merely a support for decisions which at the end remain exclusively human-based; we do not engage into quantitative asset management strategies.