Veco Invest Asia Presentation

Report
VECO INVEST
Swiss Asset Management
Switzerland
Hong Kong
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VECO INVEST – Company Profile
• VECO INVEST is an independent Swiss asset management firm founded in 1988 and is a member of VECO Group SA (est.
1973). We provide asset management and investment services.
• We are prudent in our investment process and choice of investment instruments but innovative in our investment philosophy
and portfolio construction.
• As a family owned private company, we are in a position to offer long term commitment and dedication to our clients. Our
Group is one of the most respected group in Lugano, Switzerland.
• Our investment professionals have extensive experience in portfolio management. Our firm pursue a philosophy of
independence and discretion. As we do not belong to any banking group, this enables us to provide objective advice and
flexible investment strategies.
• Our clients include high net worth individuals, family offices, trust and foundations. We can also provide consulting services
to family offices on their asset allocation and long term investment strategies.
• Long and well established working relationships with over 20 banking institutions worldwide. We are the first External Asset
Manager (EAM) from Lugano to establish a full operation in Hong Kong/China.
• Our Group is regulated by FINMA* of Switzerland. VECO INVEST (Asia) Limited has been granted Type 9 licence (dealing in
asset management) by the Hong Kong Securities & Futures Commissioner.
* Swiss Financial Market Supervisory Authority
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VECO GROUP
Corporate services
International tax planning
Asset protection
Trust services
Veco
Trust
Veco
Invest
Asset & Investment
Management
Veco
Multi-Family 360 degrees family
wealth management
Office
Veco
Trade
Through our global presence with 10
offices worldwide, we will meet all
your needs with a personalised
approach in international tax
planning, asset protection, asset
management and succession
planning.
International Trade
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Our Personalised “360 Degrees” Services
International Tax
Planning
Succession Planning
Asset Protection
Investment
(Asset Management)
Highly personalised and tailored 360 degrees solutions
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VECO GROUP: branches and subsidiaries
Over 100 professional staff worldwide in 10 offices.
Asia
• Hong Kong *
Latin America
• São Paulo
• Panama
Europe
Middle East
• Amsterdam
• Dubai
• Luxembourg
* VECO INVEST offices
• Malta
• London
• Lugano * (head office)
• Zurich
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Global Presence – Global Solution
TRUST SERVICES
PORTFOLIO
INVESTMENT
FAMILY OFFICE
INTERNATIONAL
TRADE
Trust
Tax planning
Asset protection
Asset Management
Multi-Family office
Int’l Trade
Lugano
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Zurich
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Luxembourg
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Amsterdam
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London
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Malta
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Dubai
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Main offices
Sao Paulo
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Panama
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Hong Kong
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Our Mission
To offer you a wide range of personalised services and tailored
solutions to meet all your needs –
to preserve Assets in bad times and…
to grow your Assets in good times.
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Customised Approach for Different Risk Profiles
We provide customised portfolios based on client’s individual risk profile
Return
HIGH
Execution
Only
MED
Mandates
with
Constraints
Discretionary
Mandate
LOW
Risk
Discretion
0%
100%
Flexible mandate
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Our Disciplined Investment Process
Annually
Strategic Asset
Allocation
Quarterly
Global context and
Investment strategy
Fund Selection
Monthly
Tactical Asset
Allocation
Market Timing / Rebalancing
/ Risk Management
Weekly
Choice of investment
products
Macro context and
expected return
Investment models
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Innovative Investment but traditional analysis
Transparency, liquidity, quality, costs and risk levels are key considerations when
selecting investment vehicles to achieve the best risk/return profiles.
ASSET CLASS
Equities
Commodities
Liquid assets
Bonds
Currencies
Bond funds
Long-only funds
Long-only funds
Structured
Products
Individual issuers
Structured Products
Structured Products
Alternative
Assets
Hedge funds
Non-directional funds
Absolute return funds
Income enhancing
products
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Open Architecture
Through our Open Architecture platform, once the investment idea has been established, we select
the best vehicle on the basis of a best-in-class approach with a truly independent and objective view.
Fund houses:
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Our Simple and Transparent Fee Structure
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Manage the Wealth Managers
Manage Consolidated Assets
Custodian Banks
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Account Opening
Asset Management Mandate
Power of Attorney
Reporting
Client
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VECO helps you to prepare for tomorrow
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Our offices
Hong Kong, China
Lugano, Switzerland
VECO INVEST (Asia)
3204-05 Alexandra House
7-15 Des Voeux Road Central
Hong Kong
Email. [email protected]
VECO INVEST SA
Via L. Lavizzari 4
CH – 6900 Lugano
Switzerland
Tel. +852 31082700
Fax. +852 21521623
Tel. +41 91 911 71 11
Fax.+41 91 923 94 19
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