Introduction -
Services of Vonwiller SA -
Contacts
Portfolio management
Vonwiller SA manages clients' portfolios based on management mandates, discretionary or not, empowering it to act on financial assets deposited with the bank(s) of the client's own choice. Under the management mandate, the account managers bears clearly defined responsibilities regarding the policy to implement and level of acceptable risks. It odes not allow for withdrawal and transfer of funds. This contractual arrangement allows a Vonwiller client to enjoy management services sheltered from conflicts of interest.
When it comes to the management of private assets, a close personal relationship has to develop over time between the client and his/her portfolio manager, so that a climate of trust can flourish. We regard this human dimension as a key component of the performance that the client is entitled to expect.
Each client is unique in Vonwiller's eyes: sure, the reference currency and risk profile will have an impact on a portfolio's structure, but family, professional and tax circumstances are also key dimensions taken into account. Vonwiller's management philosophy puts a clear priority on capital preservation: the aim of a diversified investment policy and a good spread of risks (among various kinds of financial instruments and in sector and geographical terms) is to respect this priority while optimising opportunities for capital appreciation.
Institutional Asset Management
Vonwiller SA's teams have a recognised expertise in some sectors, such as international equity "value"-style investment and emerging markets' equities. This expertise is illustrated through the performance achieved by the various investment funds managed by Vonwiller. This track record has been instrumental in earning Vonwiller management mandates on institutional accounts, a new activity that we aim to develop.
Commercial Services
Its international network of correspondents allows Vonwiller to react quickly to any request for operations peripherals to the management of a portfolio of financial assets, such as financing, trading or fiduciary activities, on all main international financial centres.
Inheritance and International Taxation
Vonwiller SA draws on outside professional expertise to propose the most appropriate solution in each individual case in terms of inheritance or taxation, notably through the setting up and administration of trusts, foundations or holding companies.
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