Personalised investment services for HNWI and professional investors |
Your investment office
Wide asset coverage: |
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Our Advantages
Control + Comfort
Client control over portfolio:
- Portfolio transparency, periodical and on-request reporting
- Control over trades and positioning
- Customizable risk limits
- Clear view on sources of risks/returns
Performance
All-weather investments:
- Dynamic allocation according to market cycle (liquid, alternative, trading, distressed, real assets, cash)
- Orientation towards a consistent and systematic performance, not a game of chance
Skills
Experienced team:
- Over 85Y of combined experience in different markets and cycles
- Wide coverage of asset classes, including equity, bonds, derivatives, real estate, private deals and alternative strategies
Risks
Strict investment principles:
- Fundamentals-driven investments
- Red flags and strict risk criteria
- Risks diversification and market timing
- Portfolio construction following risk targets, not one size fits all solution
Attitude
Client oriented approach:
- Capital preservation is a priority
- Aligned interests (principals are taking positions in the same instruments)
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Our History
2022
Submitted the application for authorisation to the Swiss Financial Market Supervisory Authority (FINMA)
2020
Became a portfolio manager under Swiss Financial Institutions Act (FinIA)
2015
New strategy: Investment Office, Personalized investment services to HNWI investors
2011
New products: Managed accounts – liquid investments, Advisory – uncorrelated investments
2010
Became a member of the Swiss Association of Asset Managers (SAAM/ASG)
2007
MARS Capital SA founded in Geneva, Switzerland
2004
MARS Capital Group founded