Performance Gmbh

Asset Management / Fund Management for private

To private individuals are asset manager available and such as the part of banks and the free market.  The asset manager optimizes and maintains the investments within the meaning of the customer.  In contrast to fund, a portfolio is collocated in accordance with the personal needs.  Herewith also an aspect such as the individual moral concept comes into consideration (e.g. securities of protection businesses excluded).  In order to avoid a large risk, the investments are spread over different aspects and permanently updated.  And hence the Performance is different. 

Wealthy private individuals engage in general an asset manager if the care of the wealth is to time consuming or the owner does not want to appropriate him/her the necessary acquaintance.  To note that there are minimum investment amounts which some administrations have defined as entry criterion. 

Conflicts of interest of the Asset Management / Fund Management

If banks offer, Asset Management / Fund Management the jeopardy of conflicts of interest does exist inevitably.  The bank earns through their own sales and marketing of finance products at the portfolio of the customer, both at the Asset Managements, and at the product.  Independent asset managers relate partially retro cessions which have the same effect.  For the named reasons, the customer wishes full costs transparency and good Performance. 

We do offer exactly that for the customer: 

We decide to your benefit.  Complete costs transparency and Performance are evident for us! 

Are asset managers in Switzerland being subordinate to which rules? 

Banks inspected by the FINMA, stock brokers, fund managers and asset manager of collective investments must keep and are subjected to  the legal permission prerequisites of special conduct codex in addition continually according to the business field.  Such are above all Article 11 of the stock exchange law (BEHG; SR 954.1) as well as Article 20 ff. of the collective investment law (KAG; SR 951.31) and Article 31 ff. of the collective investment ordinance (KKV; SR 951,311).

As well as binding are by the FINMA, the minimum standard regulations, whose compliance becomes reviewed by an acknowledged inspection agency. To these self-regulations count nominally, the guidelines of the banker union for asset management services and its conduct codex for stock brokers as well as the conduct codex of the fund association for the economy fund and for asset manager of collective investments.  (Please refer to www.finma.ch)

Your Performance GmbH