Investment Approach

A Balanced Mix of Safety, Risk and Return

Our overriding investment philosophy is focused on long-term capital growth with asset preservation as a guiding principle, by taking measured risks and making use of available financial instruments. We combine traditional and alternative investments, while maintaining a balanced mix of safety, risk and return, tailored to the investor’s requirements and deposited with international banks acting as qualified custodians.

A Structured Process

• Diversification in major compliant global assets and currencies with a clear definition of the investment strategy, based on careful analysis of global political, economic and monetary inter-relationships.
• Support from recognized research, mainly from prime investment institutions, together with other external resources.
• Quality, credit rating and liquidity analysis is applied for the investments’ selection.

Discretionary Mandate

The Asset Manager is entrusted with the active management of the investor’s portfolio and the responsibility to tailor all investment decisions to the investor’s stated requirements and risk tolerance.

Non-Discretionary Mandate

Mandate offered for investors who want to be actively involved in the management of their portfolios. Following recommendations and discussions with Hyposwiss Advisors’ team, the investor will approve the investment propositions.

A Balanced Portfolio

A balanced portfolio is a combination of potential capital gain and income, with appropriate limitation of risk through balancing investments between equity and bonds in various currencies, either directly or through funds.

Asset allocation represents the most critical part of the investment process and is a significant determinant of portfolio performance.

Mutual and Alternative Funds

• Investments in funds provide efficient global exposure to major equity, fixed income, currency and commodity markets, as well as to innovative investment strategies.
• The process of selecting and investing in today’s funds managed by external experts is as demanding as investing directly in stocks or bonds.

Wealth Management

• Capital preservation with long term growth objective
• Continuity and consistency in client relationships, based on trust and transparency
• Creative and reliable tailor-made portfolios subject to investor’s stated objectives and risk tolerance
• Risk monitored on a regular and timely basis
• Access to a large universe of third-party investment opportunities, including funds and alternative products
• Structured and disciplined investment process in compliant global assets
• Investment perspective sensitive to investor residency and currency-base

Consulting Mandate

• Specialized advice on alternative investment solutions including hedge funds, private equity and private debt
• Supervision and selection of alternative investments for attractive risk/return opportunities

Family Office Supervision and Reconciliation

• Bringing clarity to your complex wealth by giving a precise, consolidated picture of your existing assets
• Comprehensive monitoring and reporting of allocations, risks and exposures to better inform your future investment decisions