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CASA INVEST

Investments driven by common sense

TAILORED PERFORMANCE

To say what we do and to do what we say!

MANAGEMENT, AT THE HEART OF OUR PROFESSION

We manage discretionary mandates, consultancies and supervisory services.

Our investment landscape covers all types of financial assets, on the monetary bases of your liking.

We implement tax-efficient management, in the structures and in the investments we select.

WE TAKE FULL RESPONSIBILITY

We handle complex and heterogeneous requests.

We invest on the basis of convictions.

We understand and assess risks at hand.

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We master our craft

Foremost, performance is what drives our decisions and recommendations. We also consider factors such as flexibility and efficiency to optimize our output. Models borrowed from core-satellite institutional investors inspire our work. The choice of tools revolves around indexed vehicles and investment funds, which we supplement via investments in direct lines, derivatives, structured products and real assets.

We serve your interests

In our approach, there are two requirements necessary to build your portfolios. First, we manage by convictions and avoid the "soft consensus" at all costs as it undermines performance over the long term and marginalizes risk control. Second, we privilege "open architecture" financial products. This guarantees us access to the best providers and the expertise of specialists. These requirements are accompanied by a clear code of conduct: refusal to receive retrocessions, no bias towards highly marginal products, no unjustified portfolios turnover and a systematic hunt for "hidden costs".
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THE CAPITALIUM ADVISORS ADVANTAGE

Performance

In our portfolios, we differentiate ourselves by strategic and candid "over-or-under" asset weights, dictated by our analysis of risks and financial markets. We complement this approach with a more tactical branch aimed at taking advantage of more sporadic opportunities, linked for example to movements in volatility or flows of financial assets.

Fees

We ensure a critical assessment of the structure of our clients' accounts, in order to define a management framework that is as efficient as possible. Our independence enables us to negotiate advantageous fee structures with our custodian banks. Thus, we direct our clients to those offering the best value depending on their unique investor profiles (eg buy-and-hold, active trading, asset size, vehicle choice).
OUR PARTNERS
Capitalium Advisors has built strong external partnerships to demonstrate to its clients the quality of its investment model, as well as to ensure the most robust process conceivable, in both risk management and research performance.
With regard to our clients, these tools must offer a tangible added value and help contribute to their performance and services alike. Unlike the "fog machines" that are often well-established within financial industry, Capitalium Advisors customers benefit from tools enabling them to accurately measure the quality of the services at their disposal.

Through a service agreement giving us access to the financial expertise of the specialist portfolio management group.

Through a subscription to their analysis and performance comparison solutions, delivered by core management stakeholders within Switzerland.

Through an investment in the supply of services, we collaborate in the implementation of consolidation tools and financial analysis specially tailored for our customers.

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To surround oneself with the best
is to accept to be challenged every day.

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