What makes us one of the best Investment firms?
Capitalsave Investment Partners is tremendously proud of the trust clients place in us and it is an honor we work diligently to uphold everyday. We are committed to developing long-lasting relationships with each client and providing a comfortable, successful investment experience.
UNDERSTANDING YOUR NEEDS
By fully understanding each client’s unique investment objectives and issues (such as investment length or income tax requirements) we provide the most suitable asset management and wealth planning opportunities. Capitalsave Partners offers exclusive investment vehicles that meet the specific conditions and goals of each client.
TRANSPARENCY
When clients have questions, we pride ourselves on delivering clear – and timely – answers. Each client can monitor the status of his or her account any time and from any secure internet connection. Advisors are just as accessible: they are always available to discuss specific concerns as they arise.
SUSTAINABLE INVESTMENT RETURNS
Most of our clients prefer to increase their wealth through conservative, low-volatility investments. To meet their needs, we develop appropriate strategies, utilising carefully selected investments. Capitalsave Investment Partners follows a value-oriented investment approach with a strong focus on constant and predictable cash flow as well as an exclusion of investments that lead to loss of purchasing power.
THE POWER OF DIVERSITY
Bringing it all together Bringing it all together The Capitalsave Investment Partners System builds portfolios that house multiple, disparate views. This diversity creates the potential for portfolios to fare well in a variety of market conditions.
Learn about our investment strategy and process. Thinking differently to stay ahead Anticipating shifts in the economic cycle is crucial to investment strategy and asset allocation. Our investment process. We closely monitor economic and policy developments in all the major developed and emerging economies in order to assess prospects for economic growth, inflation, interest rates, exchange rates, trade and capital flows, and sector balance sheets. We examine the major themes driving the global economy and asset classes, including equities, bonds, commodities and currencies assets and how they fit into our overall global asset allocation strategy.
We develop macro views across long, medium and short-term time horizons. Anticipating shifts in the economic cycle is crucial to our investment strategy and asset allocation.
We look at behavioral biases, marginal investor movements and technical indicators in the market and identify inconsistencies between market consensus and our own views, based on proprietary research. We then test our hypothesis using forecasting models and the expertise of our senior portfolio managers. We have daily, weekly and monthly reviews of economic factors and look at how they are affecting movement in the markets.
We construct our asset allocation recommendations through a combination of strategic, thematic and tactical views based on our understanding of macro economic factors and, of course, the needs of our clients.
We select the type and the actual investment which exploits the investment idea most efficiently. Our security selection includes mutual and hedge funds, bonds, equities, structured products and other alternative investments.
Portfolio managers implement research and security selection recommendations which best meet the needs of their client mandates. As multi-asset specialists we are able to find suitable investments that might be overlooked if we were restricted to one asset class or style. The firm has a strong sell discipline based upon market movement and valuation so the due diligence and evaluation process is on-going.
As active managers, although we cannot know the future, we can make informed estimates about every portfolio. The many dimensions of risk we monitor carefully, from liquidity to all metrics of variance, factor exposure and security contribution, allow us to share a deep understanding across teams. Along with industry tools, we continually innovate and improve our in-house risk models to ensure our portfolios are optimally positioned.
Our strategic positioning
Our purpose statement “Empowering entrepreneurial minds to create value – today and for the future.” captures our strengths as a bank and distills what we stand for. It serves as a North Star, that guides us through the next strategic cycle and beyond. Deriving from EFG’s entrepreneurial DNA, our Purpose is founded on our well-established corporate values and builds on our mission, vision and brand positioning.
World-class advice and hands on guidance that helps you achieve your financial goals, delivered by a uniquely empowered network of experts. For high net worth individuals starts with an in-depth understanding of you as a person; the goals, aims and passions that drive you. Your life, family, and business interests - all interlinked. It leads to our recommendations to you. An approach as individual as you are, that draws from the best products and services on the market, complemented by the expertise and solutions of our own asset management business. All delivered by professional advisors and technical specialists of the highest caliber, free to act in their clients' best interests. Who strive to eradicate life's inconveniences; who simplify complexity. Who help convert aspirations and goals into reality.
Whether you have clients who require a full wealth management service, or you want a partner you can trust to manage particular elements, we can help .From understanding the concerns and requirements of you and your clients, to identifying how we can best support you, we start by conducting a detailed discovery to ensure we’re all on the same page. We then draw objectively on the best products and services in the market, complemented by the wide range of managed strategies and specialist funds EFG Asset Management can provide. And we provide a single, continuous point of contact so you can introduce clients with confidence. A professional of the highest caliber, who works hard to represent the interests of clients, at a private bank committed to providing outstanding service.
We understand that families want to protect and grow their assets, and pass them on to future generations. We offer a full range of banking and wealth management services, to high wealth families who want to protect private assets against unreasonable claims and attacks, or from family issues such as divorce or remarriage, maximize tax benefits and ensure that assets are professionally and impartially managed for long term success. We help families to ensure continuity and privacy, and offer a close relationship for the long term with a professional dedicated to crafting solutions that help deliver prosperous future for your family for generations to come.
Investment Solutions
Investment services to suit your objectives
Investment services to suit your objectives. Whatever your risk tolerance, time horizon or asset class preferences we can help you develop an investment strategy that works for you. And once we've charted the course for success, we can offer you a level of control that suits your needs.
So whether you want to transfer the responsibility to one of our specialist investment professionals or you'd prefer investment advice while retaining control of your own portfolio, we have an investment service for you. With our discretionary mandates, strategies that correspond to your investment objectives and risk profile are implemented in a disciplined investment process.
Our advisory mandates are managed in a way that gives you access to our specialists and their recommendations when it comes to taking your own investment decisions.
Advisory Solutions
Finding the right combination of investments for you.
Finding the right combination of investments for you. Our experts will be at your side – providing recommendations on the right moves to make.
Especially in periods of increased market volatility and uncertainty, market trends are difficult to predict. The professional approach and customized specialist advice on the management and diversification of your assets applied by EFG, can help you to take the right decision. Depending on your needs, you can also have access to our investment specialists who can develop a customized solution.
Our specialists constantly offer new investment opportunities as well as opinions on your own investment strategies. Using a process of monitoring and selection, you can reach decisions based on precise information and well-timed proposals.
We carefully analyze your risk profile and investment objectives to help you manage risks and benefit from the opportunities that arise, in line with your defined risk/return profile.
A Swiss private banking experience built around you
We are passionate about delivering expert advice to our clients, managing their assets, financial and family affairs, and creating solutions that enable them to reach their financial ambitions in highly competitive markets. We want to earn your trust day by day. This is our inspiration.
We are a leading Swiss private banking group with global reach, shaping one of the most attractive growth markets in financial services. At Capitalsave Investment Partners, we have created a new banking experience and an entrepreneurial business model centered around our clients and the independent and customized advice our Client Relationship Officers (CRO) offer them.
We are convinced that the foundations for the successful management of a client relationship in wealth management are the sophistication and competitiveness of a leading global financial institution combined with the expertise, experience and empathy of our CROs. They have the tools and the experience needed to provide quality advice to each individual client and create customized solutions.
Technology is an important enabler for us but we also believe that the human touch and talent make all the difference. Meeting the expectations of our clients is the measure of our success. We advise them in the spirit of entrepreneurship that has shaped our culture. Our ability to deliver the best solution and the best quality is rooted in our strong capital position, our sound risk management and our robust compliance framework.