Johannes Schwab

Provides investment advice

Swiss Finance uses an active management investment approach. They have three poles of expertise: corporate finance, asset management real estate and asset management hedge funds. The firm's corporate finance activities focus on mergers & acquisitions, equity and debt fund raising in private and public capital markets, property sales and real estate sale-leasebacks. The firm's asset management real estate team manages investment decisions related to Swiss and worldwide listed and non-listed real estate investments. The asset management hedge funds team uses a combination of top-down asset allocation and bottom-up manager selection to achieve diversified but flexible investment portfolios that achieve higher risk-adjusted returns through physical real estate, real estate related securities, real estate funds and hedge funds. Capital preservation is the primary objective. For their Luxembourg-domiciled securities portfolio, Swiss Finance utilizes a three-stage selection process. First, they focus on a top-down approach, widely spread over different European countries and sectors. Then, the property markets are analyzed, taking into consideration that investments in property shares replace direct investment in property. The last stage is the actual selection through in-house and third-party research. The portfolio is aimed at institutions and high net-worth private clients with medium- and long-term investment objectives. For the firm's Swiss property securities fund, their objective is to obtain the highest possible appreciation of value with relatively low volatility or fluctuation. They construct portfolios by applying a balanced and broadly diversified investment policy across the entire spectrum of Swiss indirect real-estate investments. Swiss Finance does not use any derivative financial instruments, aiming for sustainable return, for medium- to long-term investment.