Swiss International Asset Management Ltd.
Our Partner
Swiss International Asset Management Ltd. (herein after called SIAM), established in 2013, is an experienced and innovative asset management company with accumulated 133 years of business practice in the financial business. It is our responsibility to serve our clients with individually optimized wealth management solutions, tailored to their particular financial needs. As the name implies SIAM’s ambition is to align and represent traditional Swiss financial etiquette, values and service quality embedded in the highly regulated asset management environment of Hong Kong.
SIAM offers a financial wealth management gateway between Asia’s fast growing financial centre Hong Kong and Switzerland. SIAM bridges the two cultures to offer our clients an outstanding and unique international financial wealth approach. Accuracy, quality of service, transparency, assiduity and conscientiousness are just a few of the high expectations the asset management team of SIAM lives up to everyday.
We strive to share with clients our exceptional knowledge of Swiss and international wealth management services on a trusted and well-established Asian financial platform. Tradition is our strength.
Swiss International Asset Management Limited is licensed under the Securities and Futures Ordinance (SFO), Cap. 571 by the Securities and Futures Commission (SFC) for the companies regulated activities under Type 9 – Asset Management and Type 4 - Advising on Securities in Hong Kong for professional investors. The central entity number of the company is BBX176. More information about the Regulator and the Financial Market Environment in Hong Kong SAR is available at www.sfc.hk.
Investment Philosophy
The investment philosophy of SIAM relies on two very simple principles: The responsible handling of assets and the continuous preservation of wealth.
The exceptional experience of our employees, access to the latest information and sophisticated financial tools constitute the basis not only for living up to our clients’ expectations but even for exceeding them. Thereby your requests and needs as well as the high standards we set ourselves always rank first.
The investment strategies vary mainly in their risk profiles and their weightings of the involved asset classes. The asset allocation and the tactical rebalancing are constantly monitored by the companies experienced investment committee. We avoid hasty reactions and insecure choices of single stocks increasing not only our transparency towards the clients but also the success and cost-effectiveness of our portfolios.
Client’s confidence is crucial for us. Therefore, we inform our clients on a regular basis about the latest development of their portfolio and assets.
Discretionary Investment Mandate
The „Discretionary“ mandate defines the relationship between our clients and the SIAM asset management team. By signing the „Investment Management Agreement“ clients give SIAM the right, but also the obligation to implement their specific portfolio strategy. The specially tailored solution takes into account the capital needs, future cash flows and required investment horizon of our clients. SIAM informs the clients regularly about the portfolio development and the financial risks involved and supports them with their financial decisions. In this regard, the SIAM team pays particularly high attention to analyzing and elaborating the clients’ individual financial situation and helps them choose the right investment strategy relying on principles of longevity and safety. We only consider transparent and appropriate investment opportunities when we set up our client’s tailor-made portfolio.
Advisory Mandate
With signing the SIAM Investment Advisory contract, the Professional Investor is keeping the full control over his portfolio while profiting from our tailor made advisory service platform based on sound global market research focused on Switzerland, Europe and Hong Kong.
By holding a Non-Discretionary Investment Advisory Mandate, the client chooses his basic investment strategy and asset allocation according to his individual investment preferences. The experienced Portfolio Management team provides advisory services and recommendation lists according to the internal Investment Committee decisions on different asset classes covering Fixed Income, Equity and Alternative Investments products. At the same time the client gain access to unique investment opportunities in Asia, Switzerland and Europe includ- ing tailor made structured products and thematic funds and hedge funds.
In addition, the client may also subscribe on request to receive particular research reports on financial products and economic market data covering Hong Kong and other Asian markets.
Contact
Contact Us
Room 702, Chinachem Hollywood Centre, 1-13 Hollywood Road, Central, Hong Kong.
+852 2877 6600
