Post on 07-Aug-2020
Total Wealth Symposium Las Vegas -‐ October 2013
Turnkey Solu,ons for Global Wealth Management
Daniel Zurbrügg CFA, Managing Partner
Our Company
• Swiss investment management company • Truly independent – 100% management owned
• Focus on serving US clients • Registered Investment Advisor (RIA)
United States -‐ SecuriKes and Exchange Commission (SEC) Switzerland -‐ Financial Services Standards AssociaKon (VQF SRO) under Financial
Market Supervisory Authority (FINMA)
• ‘Global Macro’ manager – True internaKonal focus
• Experienced Swiss-‐American team
• Global experKse and partner network • Compliant private banking partners for US clients
• Offices located in Zurich, Switzerland
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Services Offered
• Personalized advisory • Client specific solu,ons
Independent investment advice HolisKc ‘Family Office’ style support Professional partners network support
• Ac,ve global investment management Management of risk and return Balanced asset protecKon and growth
• Transparent management reporKng Daily online reporKng access and regular client updates
• Fixed fee discreKonary management Simple declining fee scale Minimum investment USD 750’000 5-‐7 year investment horizon
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Where we fit in
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Global Wealth Management: 1+1+1=5
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Complementary Services
Asset Protection
Asset Management Global Investment Management +
Offshore Asset Protec,on + Complementary Services =
TURNKEY SOLUTION FOR MAXIMUM VALUE
Family Office Approach -‐ Turnkey SoluKons
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Accounting Partners Advice
Compliant Private
Banking
Legal Partners Advice
Family Office
Services
Family Office Approach Using our experience and network of professional partners to define soluKons that support a client’s total wealth management plans. Pursuing client focused solu,ons • Understand the big picture • Discuss and explore individual client goals, needs and concerns
• Formulate an integrated soluKon to saKsfy clients’ needs
• Coordinate the partners to provide specialist advice
• Support in all phases of the wealth management process
• Provide ongoing personal reporKng and support
SWISS INFINITY
Global Wealth Management – A mulKdemensional concept
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ACCOUNTING CPA
ASSET CUSTODY
LEGAL ADVICE
FAMILY OFFICE SERVICES
INVESTMENT MANAGEMENT
Our Global Macro Strategy
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We focus on idenKfying structural changes in the global economy and the value drivers created thereof.
We invest in a very broad range of investments, distributed across the world.
Then we seek to capitalize on up-‐ and down movements of these markets and follow an acKve and dynamic approach when we manage investment porholios
Key Investment Themes
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• Global Rebalancing – From the West to the Rest • Reserve Currencies – Diminishing Status
• Aging of the West – Changing Demographics • Changing Lifestyle – live healthier and longer
• Infrastructure Spending – rising returns for public investments
• Water and water distribu,on • Energy & Commodi,es
• From a bi-‐polar world to a mul,polar world
• Comeback of Europe • From Emerging Markets to Developed Markets
• Technology and Produc,vity Growth
Our Global Macro Strategy
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Disclosure: The model is an actively managed portfolio that tracks our investment decisions. It is not actually invested. The model was developed by one of Swiss Infinity’s managing partners and has been utilized at a previous company. The history includes an original period of back-testing and some history of work done by the managers at their previous company. Client portfolios are defined based on the model at start but may differ from the model.
«Tracking ‘Big Picture’ global economic changes to iden8fy risks & poten8al rewards»
• Truly global strategy • AcKvely managed • Porholio approach – exploit asset differences and control risk
• TradiKonal and non-‐tradiKonal investments bonds, equiKes, alternaKves, currencies
• DiversificaKon – regions, currency, industries etc.
• Monitor & control
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Inde
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Global Macro Balanced
MSCI World Index
Our Global Macro Strategy includes..
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• Global Currencies (such as CHF, AUD, NOK, AUD, NZD, BRL, etc.) • Typically 90%+ is invested outside the U.S. Dollar / U.S.
• Global Equi,es Focus on certain sectors such as healthcare, technology, commodiKes Focus on clearly defined quality criteria when selecKng such investments (this
analysis includes financial factors as well as quality and technical factors)
• Global Bonds; high quality corporate bonds in various foreign currencies • Precious Metals; physical metal only (no paper gold, ETF’s, etc.)
• Other Alterna,ve Investments (such as real estate)
• Short-‐term opportuni,es / trading ideas • Ac,ve Management including hedging
Why Swiss Infinity?
Swiss Infinity is a dedicated independent provider of personalized internaKonal wealth management soluKons for US clients
• Truly independent – Client focused management 100% management owned, no conflicts of interest
• US client focused Specific experience with and understanding of US client needs
• Registered Investment Advisor In the USA (SEC) and in Switzerland (VQF, FINMA)
• Experienced internaKonal team and partner network Assist with all aspects of a client’s internaKonal wealth management
• Deep investment understanding Global economics, financial markets and porholio management
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Why Switzerland?
• No. 1 banking place in the world
• Long tradiKon of private banking
• Know how in investment management
• Neutrality and poliKcal stability
• Strong currency
• World wide connected banking system
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How to get it done!
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A Step-‐by-‐Step Guide to Global DiversificaKon
WORKSHOP TODAY AT 5.20pm
Sign up at our Swiss In!nity desk – limited places available Also sign up to receive our investment newsletter
Contact us Poshach 1919, CH-‐8021 Zürich
Switzerland Tel +41 44 200 2310 Fax +41 44 200 2319
info@swissinfinity.ch / www.swissinfinity.ch
Disclosure: Swiss Infinity is an investment advisor registered in Switzerland and in the United States. The goal of these registrations is to protect investment clients. This is facilitated by oversight and by mandating investment advisors to provide clear and transparent disclosure of details deemed critical to an investment client’s selecting and monitoring of an advisor. Swiss Infinity will always strive to put the interests of clients first and to pursue success for clients in a conscientious and prudent manner. To this end we are pleased to have secured registered investment advisor status to illustrate our commitment to our clients and to be able to further increase our efforts to support the development of our professional partnership with our clients. We invite you to contact us with any questions you may have about our firm. Additional information about Swiss Infinity Global Investments GmbH is available on the SEC’s website at www.adviserinfo.sec.gov Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.