Today's global asset and wealth management industry faces a number of unique challenges, which will require innovative solutions. At Anglo-Swiss Advisors we developed solutions to help answer many of the complex questions being posed by the current investment environment.From Consultancy for Asset Managers to outsourced manager selection, we are proud to take advantage from our longstanding past experiences

International Investing

SUMMARY: Joined CS to launch Europe’s first Single Managed Account (SMA) investment platform – designed exclusively for ultra-high-net-worth individuals – that provided all the benefits of a professionally managed account but without limitations imposed by a “mutual fund” or “model portfolio” type of account.GREAT IDEA: Launched a new venture – Single Managed Accounts (SMA) – effectively an innovative startup operating inside CS. The financial press, HNW market, and first investors were… Show more SUMMARY: Joined CS to launch Europe’s first Single Managed Account (SMA) investment platform – designed exclusively for ultra-high-net-worth individuals – that provided all the benefits of a professionally managed account but without limitations imposed by a “mutual fund” or “model portfolio” type of account.GREAT IDEA: Launched a new venture – Single Managed Accounts (SMA) – effectively an innovative startup operating inside CS. The financial press, HNW market, and first investors were highly enthusiastic about the Credit Suisse SMA model.UNFORTUNATE TIMING: In March 2016, deteriorating market conditions forced CS to cut costs, restructure, and discontinued SMA, calling it “a good idea, ahead of its time, stopped by a severe market downturn.” Show less

HIGHLIGHTS FOR 2008–2015• Took charge of fund research in 2008 and led one of Europe’s most influential fund-selection teams. Perfected a selection process that starts with style analysis – identification of most appropriate benchmark for each fund – followed by quantitative analysis and qualitative assessment.• Led a 15-person team and managed a long-only-fund and fund-of-hedge-funds. Maintained an Open Architecture List that supported Geneva HQ as well as all LO branches… Show more HIGHLIGHTS FOR 2008–2015• Took charge of fund research in 2008 and led one of Europe’s most influential fund-selection teams. Perfected a selection process that starts with style analysis – identification of most appropriate benchmark for each fund – followed by quantitative analysis and qualitative assessment.• Led a 15-person team and managed a long-only-fund and fund-of-hedge-funds. Maintained an Open Architecture List that supported Geneva HQ as well as all LO branches. Appointed to Fiduciary Management board for Institutional and Ultra-High-Net-Worth-Individual (UHNWI) clients. HIGHLIGHTS FOR 2001–2008• Managed European Equity Fund selection, including quantitative and qualitative research. Regularly visited fund managers, selected funds, and negotiated partnerships. Supervised several UHNWI client portfolios, mandates for financial-intermediaries, Euro-based mandates, and equity portfolios (both balanced and pure). • Created “white label” funds in 2007, which grew from zero to $1.5 bn during 2007–2008. Managed over $4 bn AuM for European Equity model portfolios for Private Clientele.• Managed $4 bn AuM for European Equity model portfolios for LO’s private clients.• Appointed to the Investment Board and sourced ideas for investments. Actively participated in tactical asset-allocation decisions for private clients and financial intermediaries.HIGHLIGHTS FOR 2000–2001 Recruited by a former colleague at Credit Suisse who was building the first open-architecture team for LO. Focused on management of intermediaries and built a fund-selection list. • Started with a mandate for intermediaries and institutional clients (later extended to private clients). • As Co-Manager of LO Euro Dynamic and Conservative Funds, earned industry recognition with a Lipper Award (2001) for Balanced Public Funds (invested in direct lines, mostly in European markets). Show less

SUMMARY: Independent private bank and early adopter of “open architecture” (formerly part of UBS) and acquired by Julius Baer in 2006. Took charge of fund research and fund-selection and met many of the “stars” of the worldwide private banking and fund-management industry.• Built a global network of highly influential “movers and shakers” in global finance.• Co-managed Fund Radar tool with Cantrade Bank. Performed quantitative and qualitative research, made fund selections for… Show more SUMMARY: Independent private bank and early adopter of “open architecture” (formerly part of UBS) and acquired by Julius Baer in 2006. Took charge of fund research and fund-selection and met many of the “stars” of the worldwide private banking and fund-management industry.• Built a global network of highly influential “movers and shakers” in global finance.• Co-managed Fund Radar tool with Cantrade Bank. Performed quantitative and qualitative research, made fund selections for Recommendation List (private clients), and managed portfolios for specific HNWI clients. Show less

TWO ROLES:1. Portfolio Manager and Deputy Head of section, CS Private Banking, Geneva (1996–1998): Promoted and relocated to Geneva. Managed all of the Swiss accounts and clientele outside Geneva (about $10 bn). Managed investments and secondary research of stocks on European markets. Developed tailor-made investment solutions for HNWI clients.2. Account Manager, CS Private Banking, Basel (1994–1996): Promoted into Portfolio Management, relocated to Basel, and managed a… Show more TWO ROLES:1. Portfolio Manager and Deputy Head of section, CS Private Banking, Geneva (1996–1998): Promoted and relocated to Geneva. Managed all of the Swiss accounts and clientele outside Geneva (about $10 bn). Managed investments and secondary research of stocks on European markets. Developed tailor-made investment solutions for HNWI clients.2. Account Manager, CS Private Banking, Basel (1994–1996): Promoted into Portfolio Management, relocated to Basel, and managed a French-speaking clientele while learning German. Built client relationships and learned the business of portfolio management. Won admission into a highly competitive trainee program and rotated through all of the major departments. Completed traineeship, Geneva (1992–1994). Show less