VECO INVEST

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1 VECO INVEST Swiss Asset Management Switzerland Hong Kong

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VECO INVEST. Swiss Asset Management Switzerland Hong Kong. VECO INVEST – Company Profile . VECO INVEST is an independent Swiss asset management firm founded in 1988 and is a member of VECO Group SA (est. 1973). We provide asset management and investment services . - PowerPoint PPT Presentation

Transcript of VECO INVEST

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VECO INVEST

Swiss Asset Management Switzerland Hong Kong

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• VECO INVEST is an independent Swiss asset management firm founded in 1988 and is a member of VECO Group SA (est. 1973). We provide asset management and investment services.

• We are prudent in our investment process and choice of investment instruments but innovative in our investment philosophy and portfolio construction.

• As a family owned private company, we are in a position to offer long term commitment and dedication to our clients. Our Group is one of the most respected group in Lugano, Switzerland.

• Our investment professionals have extensive experience in portfolio management. Our firm pursue a philosophy of independence and discretion. As we do not belong to any banking group, this enables us to provide objective advice and flexible investment strategies.

• Our clients include high net worth individuals, family offices, trust and foundations. We can also provide consulting services to family offices on their asset allocation and long term investment strategies.

• Long and well established working relationships with over 20 banking institutions worldwide. We are the first External Asset Manager (EAM) from Lugano to establish a full operation in Hong Kong/China.

• Our Group is regulated by FINMA* of Switzerland. VECO INVEST (Asia) Limited has been granted Type 9 licence (dealing in asset management) by the Hong Kong Securities & Futures Commissioner.

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VECO INVEST – Company Profile

* Swiss Financial Market Supervisory Authority

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VECO GROUP

Through our global presence with 10 offices worldwide, we will meet all your needs with a personalised approach in international tax planning, asset protection, asset management and succession planning.

Veco Trust

Veco Invest

Veco Trade

Corporate servicesInternational tax planningAsset protection Trust services

Asset & Investment Management

360 degrees family wealth management

International Trade

Veco Multi-Family

Office

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Our Personalised “360 Degrees” Services

Highly personalised and tailored 360 degrees solutions

International Tax Planning

Succession Planning

Asset Protection

Investment (Asset

Management)

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Asia• Hong Kong *

VECO GROUP: branches and subsidiaries

Latin America• São Paulo• Panama

Middle East• Dubai

* VECO INVEST offices

Over 100 professional staff worldwide in 10 offices.

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Europe• Amsterdam• Luxembourg• Malta• London• Lugano * (head office)• Zurich

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Global Presence – Global Solution

TRUST SERVICES

PORTFOLIO INVESTMENT

FAMILY OFFICE

INTERNATIONAL TRADE

Main officesTrust

Tax planning Asset protection

Asset Management Multi-Family office Int’l Trade

Lugano Zurich Luxembourg Amsterdam London Malta Dubai Sao Paulo Panama Hong Kong

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To offer you a wide range of personalised services and

tailored solutions to meet all your needs –

to preserve Assets in bad times and…

to grow your Assets in good times.

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Our Mission

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Customised Approach for Different Risk Profiles

HIGH

LOW

MED

Risk

Return

Execution Only

Discretionary Mandate

0% 100%

Mandates with

Constraints

Discretion

We provide customised portfolios based on client’s individual risk profile

Flexible mandate

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Our Disciplined Investment Process

Investment models

Fund Selection Monthly

Weekly

Tactical Asset Allocation

Choice of investment products

Global context and Investment

strategy

Quarterly

Macro context and expected return

Annually Strategic Asset Allocation

Market Timing / Rebalancing / Risk

Management

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Innovative Investment but traditional analysis

Transparency, liquidity, quality, costs and risk levels are key considerations when selecting investment vehicles to achieve the best

risk/return profiles.

ASSET CLASS

Liquid assets Bonds Equities Commodities Alternative Assets

Bond funds

Individual issuers

Long-only funds

Structured Products

Hedge fundsNon-directional

fundsAbsolute return

fundsIncome enhancing

products

Long-only funds

Structured Products

Currencies

Structured Products

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Open Architecture

Through our Open Architecture platform, once the investment idea has been established, we select the best vehicle on the basis of a best-in-class approach with a truly independent and objective view.

Fund houses:

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Our Simple and Transparent Fee Structure

Asset Management Mandate

Power of Attorney Reporting

Account Opening

Manage the Wealth Managers Manage Consolidated Assets

Custodian Banks

Client

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Our offices

Hong Kong, China

VECO INVEST (Asia)3204-05 Alexandra House7-15 Des Voeux Road CentralHong KongEmail. [email protected]

Tel. +852 31082700Fax. +852 21521623

Lugano, Switzerland

VECO INVEST SAVia L. Lavizzari 4CH – 6900 LuganoSwitzerland

Tel. +41 91 911 71 11

Fax. +41 91 923 94 19