Swiss Advisors 1973

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    Asset management

    We have a proven track record in managing capital and diversified investment portfolios, favoring independence and discretion. Not belonging to a banking group guarantees impartiality and great flexibility in investment policies.

    Thanks to our experts in each investment asset and on Swiss and international markets, we are able to offer customized financial solutions aimed at the objectives of each individual client, proportionate to the risk profile agreed upon in advance.
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    Financial markets change rapidly, with dynamics that can vary over time and quickly. Our open architecture philosophy is based on selecting counterparty investment vehicles that most closely match market needs and the investment strategy, through an objective approach of carefully selecting the best vehicle that the market requires at the time.

    In addition to traditional investments in the stock and bond markets, we make extensive and judicious use of innovative instruments and asset classes, choosing them from those on the global financial market. In our daily investment decisions, we never overlook the liquidity of the underlying assets, the risk management process and the transparency of the products

    As a result of the experience gained over time, we are able to offer 5 types of “model” portfolios identified by risk profile and increasing return objectives:
    Fixed Income: Preserve capital and have a liquid investment in the short term
    – Income: Moderately increase the value of invested capital while maintaining a low risk profile
    – Conservative: Achieve over time a fair appreciation of invested capital against a medium risk profile
    – Balanced: Obtain over time a significant appreciation of the capital invested against a medium-high risk profile
    – Equity: Obtain over time a strong appreciation of the capital invested against a high risk profile

    Choosing to use multiple banks is one of the methods of diversification and financial exposure that we also recommend, choosing the banking facilities that best suit your needs. In this type of choice it is fundamental to have a consolidated overview and to verify the strategic asset allocation, in order to optimize costs, diversify risk and evaluate the overall achievement of one’s objectives.

    The VECO Group can support you in consolidated financial analysis and reporting through state-of-the-art digital platforms to provide the following services:

    – Consolidation of multi-asset and multi-bank relationships
    – Annual reporting on performance, allocation and contribution levels
    – Analysis of returns and liabilities
    – Domestic and international reporting
    – Analysis of benchmarks
    – Tax optimization and reporting

    One of the most interesting and innovative phenomena in the current financial environment is the growing interest of investors with large assets in creating their own investment fund, usually registered in Luxembourg, with management delegation in Switzerland. Luxembourg offers an innovative legal and regulatory framework, with interesting tax advantages (being also harmonized at European level), but also efficient and effective vehicles created ad hoc for asset management.

    This type of investment vehicle can be set up with the most diverse underlyings such as works of art, real estate, collector’s watches, private equity, microcredit, forex, patents and many others, and is highly sought after by investors, as it is also tax harmonized. In this way they are decorrelated to the financial markets, offering an interesting opportunity for diversification.

    The VECO Group is able to support you in the creation of your own investment fund by taking care of the structuring and management, guaranteeing Swiss standards of solidity and reliability.

    Often companies have an amount of liquidity (cash) in their accounts that they partly manage for current operations while the remainder is not invested and remains deposited in the bank, today at a negative interest rate (if higher than a certain amount), which instead could generate a return.

    As asset management experts, the VECO Group will offer you the most suitable solutions for investing your company’s liquidity with sustainable return objectives, while minimizing risk, within a predefined time frame. Even for foreign companies not located in Switzerland, it is possible to open a “treasury account” with a Swiss bank, entrusting us with a management mandate (cash-management), choosing a risk-return profile that best suits your business and entrepreneurial objectives.

    We build solid and time-performing portfolios for institutional investors (banks, insurance companies, trusts, financial institutions, public entities, pension funds, etc.) by selecting valuable and future-oriented investments, thanks to BlueStar Investment Managers SA, a VECO Group company, founded in Lugano in 2016 as an investment boutique for sophisticated Swiss and international clients.

    The main activities range from fundamental and thematic macroeconomic research to proprietary systematic asset allocation models, from the selection of third-party funds and individual securities to hedging activities and trading with derivatives.

    BlueStar offers advisory services to institutional clients regarding asset allocation, financial product selection, portfolio construction and analysis, and risk management. Individual instruments and investment classes are not considered in an absolute manner, but in relation to the client’s risk profile.

    BlueStar proposes and offers extensive portfolio customization options, and client engagement is an essential part of the process.

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