Portfolio Discretionary Mandate
A simple strategy to achieve strong and absolute returns.
Finaport's asset management mandates are managed with a clear investment process following a systematic and rules-based approach, without trading or market timing. They are highly diversified, very liquid and transparent and do not contain alternative investments.
The success of our asset management mandates is based on a predominantly passive investment strategy with an active asset selection, a few positions to keep running costs low and to enhance performance.
Our track record since 2007 proves that you don't need to predict the market to beat it over the long term.
Portfolio Investment Advisory
As your sparring partner, we help you find investment solutions that best suit your investment profile. Our structured evaluation process allows us to provide you with a tailored and unbiased selection of investment solutions from our extensive network of wealth management partners and their research and investment capabilities.
FINAPORT CAPITAL
M&A and corporate finance
You would like to sell or buy a company or obtain corporate financing? Then please get in touch with us, our capital markets expert will be pleased to explain more about our services in a non-binding personal meeting.
Pre-IPO
Our long-standing and worldwide network of founders and serial entrepreneurs enables us to generate attractive pre-IPO club deals for professional investors. If we have aroused your interest, please contact us.
GLOBAL PARTNERS
provide our clients with access to universal banks, private banks, cantonal banks, internet banks, financial planners, trust and foundation specialists, lawyers, real estate agents, fund managers, M&A and corporate finance experts, and many more.