PORTFOLIO MANAGEMENT

PENSION INSTITUTIONS

 

Together with our partner company, we are happy to provide various services in the areas of consulting, support and portfolio management for pension funds:

 

  • Portfolio management in the form of complete, partial and special mandates, covering all asset classes
  • Risk analyses and stress testing of total assets
  • Reconciliation of assets and liabilities
  • Advice on asset allocation and product selection
  • Monitoring systemic risk in the financial markets

 

We have a high degree of professionalism in dealing with pension capital and a systematic investment philosophy which, as experience shows, leads to secure success. So we are a real alternative to the usual banking mandates. The returns we achieve are above average in historical comparison and the strengths of our portfolio management lie in an active, dynamic implementation of the investment strategyIn addition, our services meet the requirements of a modern pension fund in terms of clear investment goals, security, continuity, individual support and optimised returns.

Our experience extends over all asset classes and strategies. We make investment decisions independently and our advice is free of conflicts of interest. We are therefore convinced that our more than 20 years of experience in the management of pension fund capital will only bring benefits to your institution. We would therefore be pleased to give you a brief presentation to illustrate the characteristics of our working methods in more detail. Please contact us for more information or a personal meeting.

 

Our Partner:

Team:

Stefan Buser

Owner & CEO

SBF BUSER FINANCE

Active in the banking and financial sector for over 33 years. He acquired his profound knowledge of banking in various senior management positions at Swiss Bank Corporation. He has been working as an independent asset manager since 1998. Holder of various board of directors mandates. Servicing private and institutional clients and pension funds. Head of Portfolio Management.

Beat Kunz

Partner & CEO

Portas Capital AG

Was Managing Director in various functions at the Geneva-based private bank LODH (marketing and distribution), UBS Investment Bank and Julius Baer (Head of Research: equities, economics, forex and fixed income) and at Crédit Suisse Asset Management as a portfolio manager for institutional clients. Head of Research, Compliance and
Risk management.

Selina Buser

Member of the Executive Board

SBF BUSER FINANCE

Several years at the asset management company Rising Capital AG as a consultant for private and institutional clients and responsible for marketing and accounting. Today, she is also a member of the management board of SBF BUSER FINANCE and is currently deputy head of portfolio management, risk management and stock exchange trading.

ASSET MANAGEMENT

PRIVATE AND CORPORATE CUSTOMERS

 

Our asset management is the combination of tradition and innovation. We pay attention to classical elements and tried and true principles, even in the modern age, but complement them with new financial theories. In the pursuit of maximum performance with the greatest possible security, the management of assets requires appropriate competence, care and transparency. Our professional asset management fulfils these requirements perfectly. 

 

Your contacts are well-versed, experienced and entrusted to the mechanisms of the international financial markets. An instinctiv flair for tendencies, determination to act and a lot of skill in the implementation - these are the marks of our portfolio management. These qualities are the best possible guarantee for sustainable and continuous performance.

 

We make investment decisions free of preconceived assessments and therefore act independently. The result reflects our own convictions. In our systematic investment concept, monitoring and risk management are firmly integrated components of the investment process and thus ensure the best possible balance.

 

We offer asset management mandates exclusively through our partner company Rising Capital Corp. We will be happy to submit you an individual offer. Please contact us for more information or a personal meeting.

 

 

Our Partner: