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.
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 portfolio management delivering superior results is well-managed governance and a disciplined organization. Premyss in collaboration with inCompliance (www.in-compliance.ch), 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 continue to deliver high-quality performances and guarantee appropriate communication internally and externally. Transparency will strengthen mutual trust with your clients.
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
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
Communication and outputs