NEW OBLIGATIONS FOR INDEPENDENT MANAGERS
With the entry into force of the LSFin, asset managers and financial advisers will now have to formalize and document their investment policy, and then properly apply it in the portfolios they manage.
A small private bank, an independent manager or a family office do not always have in their teams someone who can take on the role of Investment Manager (CIO). But recruiting an experienced internal CIO takes time and is rarely economically justified.
By outsourcing this function, you not only ensure a rapid compliance with the new requirements, but also benefit from the skills of an experienced specialist at a low cost.
Whether you are an independent manager, a family office, a private bank or a pension fund, we support you at every stage of your management process, with a complete range of tailored analysis and investment services to meet the needs of professionals.
The basis for efficient management delivering superior results is well-managed governance and internal organization. Premyss helps you establish a documented governance, adapted to the size of your structure and its DNA, in order to express your values while meeting the regulatory requirements. In addition, it will enable you to obtain better quality performances, guarantee appropriate communication internally and externally, promote transparency and thus offer a better service to your customers.
Jean-Sylvain Perrig has more than 25 years of experience in the management of private portfolios. A former CIO of well-known Swiss private banks, he knows perfectly well the pitfalls to be avoided and the tools to put in place to define good investment governance and obtain better results.
Passionate about the financial markets, and taking as models large endowment funds, he firmly believes that asset allocation is the only way to grow a sustainable wealth and achieve its investment objectives . He is also convinced that the digital revolution will profoundly change the wealth management sector.
Before founding Premyss, Jean-Sylvain was Chief Investment Officer at Banque Privée Edmond de Rothschild and Union Bancaire Privée (UBP). Jean-Sylvain Perrig holds a Master's degree in Economics from the University of Lausanne, as well as the Federal Diploma of Financial Analyst. He is President of the Swiss Association of Financial Analysts (SFAA).
GOVERNANCE AND DISCIPLINE INCREASE CREDIBILITY
definition OF THE INVESTMENT POLICY
Objectives & principles
IMPLEMENTATION OF THE INVESTMENT POLICY
Formalization and documentation of the investment policy
Definition of profiles
conduct of the investment policy
Macro and markets analysis
Leading of the investment comittee