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Mountains

ABOUT US

What We Do

We provide an extensive range of Relationship Management support services to our clients based around our two main product offerings in Asset Management and Personal Trading in financial markets. This begins with our Daily PVM "Bits" Macro blog, account opening support, assistance with product execution, where required, under a limited power of attorney, help with the transfer of cash and securities positions, and the provision of a tax return for your assets held via Pure Value Metrics at our Banking partner platforms in your name.

Who We Are

Alison Lazerwitz

Non Executive Director

Legal & strategy advisor

ProCloud AG

Information Technology Provider

Cloud Services and Cyber Security

Richard-Mark Dodds

CIO & Chairman

Detailed knowledge of fund management portfolio construction, accounting and treasury operations management.

Wilma Groth / SwissComply

Compliance Officer/Senior Manager

Specialising in Finma Compliance

Stephan Collet

Chief Executive Officer

Expert in global macro and derivative products

Laura Muzzalupo / SwissComply

Compliance Officer/Director

Specialising in Finma Compliance

What we believe In

Corporate Responsibility

As a forward-looking Asset Manager, we understand that the world's resources are finite and so we look for opportunities to invest in companies, which use these efficiently.

Values

Whether it be from our Management and Performance fees on our managed accounts or the execution pricing on our Self Trading platform to a core principle within our investment process; value for our clients is fundamental to our identity.

Transparency

You're in control; with our partners you have full access to either trade directly or view your account in 'real-time' at anytime.

If your account is managed you will able to view our pending orders; so you can see what we are looking to buy, and at what price.

Sustainability

An ever present reality is global population expansion and the effects that it will have on the environment in which we live.

Therefore, it is essential that the companies behind the stocks in which we invest also share our ethical values to provide positive change to global infrastructure.

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