Investments
‘One thing for sure is that we can only be competent in things that we understand.’
Charlie Munger
Our Investment Approach
At Per4m, we pride ourselves on standing apart from the competition. While we consistently compare our managed portfolio's performance with industry benchmarks, our unique approach focuses on strong capital preservation.
This strategy is designed to minimize drawdowns and protect your investments, allowing you to benefit from the market's positive returns without the anxiety of significant losses. We have the courage to take a proactive stance in avoiding losses while capturing gains.
Our disciplined investment philosophy ensures that your portfolio is resilient in challenging market conditions and positioned to thrive in periods of growth. Experience the Per4m difference – where protecting your wealth and achieving sustainable growth go hand in hand.
What We Offer
-
In-House Investment Specialists: Our team of experts is dedicated to providing top-notch investment advice.
​
-
Risk Optimization and Monitoring: Tools designed to achieve optimal risk/return ratios.
​
-
Market Dynamics Analysis: Generating performance through in-depth market analysis.
​
-
Proven Quantitative Models: Utilizing quantitative models for effective asset allocation.
​
-
Active Forex Management: Mitigating currency risks for better returns.
​
-
Key Selection Criteria: Focusing on alpha generation, transparency, liquidity, quality, and cost management in selecting investment vehicles.
The Value We Create
Top Quality Solutions
We deliver exceptional solutions built on a strong research platform, a robust investment process, a sophisticated Portfolio Management System, and sound risk management. By anticipating regulatory changes and economic trends, we adapt to a fast-paced, interconnected, and complex environment. Our emphasis on a strong execution platform ensures the best trade executions, with risk measured in every decision to best serve our clients.
Unbiased Recommendations
Our recommendations are free from bias, ensuring you receive objective advice tailored to your needs. In a globalized world, our multilingual functionality enhances your reach, enabling you to interact seamlessly across different countries and cultures.
Professionalism
Our commitment to professionalism drives us to continuously improve and expand our technological capabilities. Our team of experts is passionate about developing advanced technologies to offer cutting-edge solutions. Experience the future of investments with us—get in touch today.
Our Investment Universe
Investment asset classes and instruments include but are not limited to: Cash & Money Market, Fixed Income, Equity, Commodities and precious metals, Structured Products, Bonds, Funds, Private equity funds incl. venture capital funds, real estate, infrastructure
Reference currencies: CHF, EUR, USD, GBP
Investment process in 7 steps?
Phase 1
Our goal is to develop a trusting relationship with our clients, based on the comprehensive analysis of their assets and the accurate study of their needs and expectations.
Phase 2
Depending on the level of involvement wanted by the client in the selection of their investments, we offer three types of mandates:
-
Discretionary mandate
-
Advisory mandate
-
Execution Only
Phase 3
In order to determine your investment profile, we offer portfolio models that are structured according to the investment horizon, liquidity needs, the tolerance to risk and all other elements defining the particular situation of each of our clients.
-
Defensive risk profile: moderate exposure to volatility – investment horizon suggested: 3 years
-
Balanced risk profile: Substantial exposure to volatility – investment horizon suggested: 5 years
-
Growth profile: high exposure to volatility – investment horizon suggested: 7 years
Phase 4
We regularly confront our investment scenario with strategists and economists of the custodian banks we work with.
Phase 5
We tactically adapt your portfolio to the market movements ensuring a good asset diversification.
Phase 6
We set up your portfolio with appropriate investment tools through a top-down and bottom-up approach in our selection of titles.
Phase 7
We regularly evaluate the relevance of your management profile and your portfolio composition.