The financial services sector in general and the asset
management business in particular have traditionally played a major role in the
Swiss economy. network platforms Thanks to consistency and independence, asset
managers enjoy the trust of their customers.
The more comprehensive a client's assets, the more important
it is to diversify this across several banks and jurisdictions, in order to
minimize the risk, , zürich schweiz in
addition. Diversification is one of the most important principles for
preserving wealth.
But the management of assets at different banks and in
different countries is a major challenge and is one of the core competences of
an asset manager. leben in der schweiz It
manages the assets at national and international banks according to the agreed
risk profile, the investment horizon and the desired investment objective of
the customer and reports regularly on this.
Employees of the asset managers are often former bank
employees, who have sought the way to independence or a work environment with
more free rooms.
ABOUT US
Founded in 2016, the Allianz Swiss Asset Managers is a
network Der Finanzdienstleistungssektor
platform for larger asset managers in Switzerland.
Why:-
Asset managers are important players in the helvetic trust financial industry and face
similar challenges to the universal banks.
Aim:-
The Swiss asset
management team enables its members to exchange experience and know-how on a
regular basis and thus strengthen may
heritage their position in a challenging environment.
SUBJECTS
As part of the network activities of Allianz Swiss Asset
Managers, the following topics will be discussed and discussed:
Infrastructure
Regulations
Investment ideas
Computer science
Products
Custodian banks
In order to sustain and increase capital over the long term,
four fundamental factors are indispensable: a team of experienced and prudent
investment professionals, a well-structured and disciplined investment process,
legal experts to ensure that the ever-tougher regulatory and fiscal regulations
are respected, and modern information technology. An important asset is the
risk management, which protects the assets against short-term and long-term
losses.
As one of the leading, independent Swiss asset managers,
swisspartners focuses on long-term investment strategies. We analyze the risks
and elaborate opportunities taking into account the individual situation of our
customers.
We are not committed to short-term profit maximization, but
through careful evaluation, forward-looking action, understandable concepts and
broad diversification, we achieve future-oriented solutions and a constant
development of value.
Plant philosophy
Our process is based on risk analysis, risk monitoring and
the consolidated overview of your assets. Security, diversification and
transparency form the cornerstones of our systematic investment decisions.
Risk analysis
Everyone has different levels of risk and risk. A detailed,
personal customer discussion with you allows us to create your individual risk
analysis. Based on this, we define your plant profile. This process is the
cornerstone of all future investment decisions.
Risk monitoring
Long-term successful portfolios require a continuous,
disciplined investment process, which is constantly monitored and adjusted at
regular intervals to the changing market conditions. That is why, after the
creation of the investment profile, we constantly review both our risk
management and our ability to make the necessary adjustments.
Consolidated overview of all assets
As a customer, you benefit from our portfolio management
software, which provides a consolidated overview of all assets - even if they
are distributed across different banks. Only a consolidated approach allows you
to weigh all your risks in a comprehensive and comprehensible manner.
Choice of the care concept
To secure and increase your assets, swisspartners acts for
you in two possible types of mandate:
Asset management mandate
You leave the daily investment decisions that are tailored
to your investment profile. We make these decisions on the basis of the risk
analysis and the previously agreed upon criteria.
Advisory Board
At the advisory office you make your investment decisions
yourself. However, you have a proactive, globally oriented consultant with
swisspartners. As specialists with proven know-how, we provide you with current
investment ideas, but always keep your individual preferences in mind. The
advisory mandate is primarily intended for people who are intensively involved
in the financial markets and who still value expert advice.
Investment process
An investment is not a static but an increasingly dynamic
process. The constantly changing environment in the financial world requires a
permanent monitoring of the investment process. Last but not least, the rapidly
changing framework conditions in the regulatory area also belong to this.
We continually question your once-defined risk profile,
constantly analyzing the signs of the markets in relation to your tailor-made
investment concept and adapting your personal needs profile consistently.
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