Private Investors

 

Jud & Partner Vermögensverwaltungs AG was founded in 2002. Our services focus on the management of investments for private clients, institutional investors, and professional asset managers. The needs of the client and the achievement of their financial goals are the focus of our activities.

 

 

Investment philosophy

 

 

 

Investment philosophy

Our primary objective is capital preservation after inflation. On this basis, the aim is value growth in real terms. We have a medium to long-term investment horizon, and we base our decisions on well-researched fundamental data. Our main investment style involves identification of investment themes that are highly likely to keep performing well in the future. Securities are selected mainly on a bottom-up basis, although macroeconomic and geopolitical developments in the respective sectors and economies are also taken into account. Adequate diversification is another important factor. We achieve this at security level and through distribution of the invested capital across various investment regions, asset classes and investment styles. We counter general short-term volatility with active management and tactical investments. Thus, we aim to optimise our performance targets and achieve them with minimum fluctuation.

Legal-regulation

 

 

 

Legal-regulation

Jud & Partner Vermögensverwaltungs AG has been a member of the self-regulatory organisation ‘Financial Services Standards Association (VQF)’ since 2002. Regular further training and audits ensure legal compliance with the Swiss Anti-Money Laundering Act (AMLA) and due diligence requirements.

In accordance with the Swiss Financial Institutions Act (FINIG), which came into force on 1 January 2020, we have submitted the application for a FINMA licence and joined a supervisory organisation. Until we receive FINMA authorisation, we will continue to be supervised by the VQF.

FinSA Client Information

 

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Our services

 

 

Jud & Partner Vermögensverwaltungs AG offers a comprehensive service portfolio. The services are tailored to the individual needs and expectations of our clients and tailored to their investment horizon and risk profile.

 

Traditional asset management

When issuing an asset management mandate, you delegate the investment decisions to us. We define your financial goals in advance in a personal meeting. Taking into account your needs and expectations as well as your individual investment horizon and risk profile. We design an investment strategy tailored to you. After your approval, we manage your funds in accordance with the agreed guidelines at the bank of your choice or at one of our renowned partner banks and considering the current market situation. We pursue an active management approach and aim for broad diversification of the portfolio. The investment process is systematised and any risks are continuously monitored.

Investment advice

With an investment advisory mandate, you make your own investment decisions, but you benefit from our many years of experience and professional support in the selection planning process. We offer you a needs-based exchange of opinions on current market developments and provide you with comprehensive support in the selection process for possible investments. The scope, intensity and structure of the consultation are based on your individual requirements.

Thematic mandates

One of our core competencies lies in mapping and managing promising themed investments in a portfolio (see our investment focus). Themed investments can best be covered by cross-industry diversification so that the entire value chain of the underlying trend is taken into account as far as possible. Persistent trends usually develop increasing economic momentum over time and are therefore particularly suitable for growth-oriented investors who are pursuing long-term investment goals. Examples of these are demographic change or the trend towards a sustainable economic system.

External investment solutions

In order to benefit from our promising investment themes, you do not necessarily have to change your own bank advisor or bank relationship. With the help of a bank, we structure customized thematic investment products for HNWI that can be purchased as individual securities in the existing portfolio. These securities, equipped with their own security numbers, can be listed on the SIX Swiss Exchange and traded daily if desired, and their functionality is similar to that of an ETF (passive management) or a fund (active management).

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