NEW OBLIGATIONS FOR INDEPENDENT ASSET MANAGERS
With the entry into force of the FINSA/FINIA, 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). Once the correct governance is in place, there is may be the need to work closely with an outside CIO, who can regularly document the Investment Policy, according to your specific needs.
By outsourcing this function, you not only ensure rapid compliance with the new requirements but also benefit from the skills of an experienced specialist at a low cost.
OUR SERVICES
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.
JEAN-SYLVAIN
PERRIG
Founder

Jean-Sylvain Perrig has more than 25 years of experience in the management of private and institutional portfolios. Previously CIO of well-known Swiss private banks, he knows perfectly well the pitfalls to be avoided and the tools to put in place to shape a good investment governance and obtain better results.
Passionate about the financial markets, he firmly believes that asset allocation is the foundation of a professional and efficient portfolio management. He is convinced that regulation and the digital revolution are going to radically transform the Wealth Management Industry.
Before founding Premyss, he was the 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 FOR BETTER PERFORMANCE
1
definition OF THE INVESTMENT POLICY
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Objectives & principles
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Governance
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Guidelines
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Investment Universe
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Monitoring
2
IMPLEMENTATION OF THE INVESTMENT POLICY
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Formalization and documentation of the investment policy
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Definition of profiles
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Management dashboards
3
conduct of the investment policy
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Macro and markets analysis
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Meetings preparation
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Leading of the investment comittee
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Decisions formalization
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Model portfolios
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Communication and outputs