Profile


Finecapital AG was founded 2010 in Bern as an Independent Asset Manager. The company is wholly owned by the partners and is legally and financially completely independent. Our core competencies are Private Wealth Advisory – and Management as well as all kinds of Wealth Services. We work with carefully selected custodians and external service provides. Finecapital AG is member of the Swiss Association of Asset Managers (SAAM). The SAAM is the leading national industry association of Independent Asset Managers in Switzerland. The membership of the SAAM represents a seal of quality for best in class advisory and services in the area of managing your assets.

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Core competencies

Our edge in comparison to other independent asset managers is that we have three complementary business lines as core competencies (Real Estate Switzerland, physical precious metals trading and storage and classical wealth management). All businesses are lead by partners who have a long track record and many years of experience in the respective field. This unique combination of different though complementing businesses with comprehensive expertise clearly distinguishes us from others.

Philosophy

Time is precious. Out of that reason we use it very generously.

Your needs and goals are of utmost importance to us. Therefore we will take our time to get to know these comprehensively. Hence we will together develop a customized and individual investment strategy for you. The result of this intense collaboration is based upon mutual trust.

Principles

Independent and transparent

As Wealth Manager and -Advisor we are completely independent from banks, lawyers and trustees. That’s how we avoid conflicts of interests at all times. We regard ourselves at ambassadors of your interests and will solely advocate for your needs. This includes that we inform you comprehensively and in a transparent manner about our fees and services.

Personally and competent

Wealth Management is a very personal business. Out of that reason we take our time to develop with you your personal risk profile and customized asset allocation. Our partners have a combined 100 years of experience in all areas of Wealth Management and are also capable to deal with and implement complex client needs.

Board of Directors

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Peter J. Schmid, attorney at law, LL.M. president of the board

Peter Schmid is specialized in the areas of Capital Markets & Finance, Corporate law, M&A, Pharma & Healthcare law and Sports law. He has advised several mandates in large restructurings and publicly listed as well as private corporations. Peter is a recognized representative according to art. 43 of the Listing Rules and is accordingly authorized to lodge applications for listed corporations with SIX Exchange Regulation.

peter.schmid@schmidlaw.ch
+41 31 318 10 40

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Domenic Parli, Member of the Board

Domenic Parli is a founding partner of Finecapital AG with more than 25 years of experience in the financial sectors working at various banks and private banks. Before he started as an entrepreneur he worked as a trader at the stock exchange in Zurich for a private bank, before he became after the introduction of the electronic stock exchange a relationship- and portfolio manager for the private banks Ernst & Cie and von Graffenried AG in Bern as vice president. Before the incorporation of Finecapital AG in the year 2010 he was founding partner and member of the board of Helvetic Trust AG. During that time he founded Finemetal AG and shortly after Finemetal Asia Ltd. in Hong Kong, where he built up and continues to expand as president of the board the physical gold trading business with their own physical products. He launched in the last 15 years a number of funds and investment vehicles around wealth creation, asset allocation as well as in the area of indirect real estate as well as products with regards to physical precious metals and their independent and bank neutral storage in their own high security vaults in the Gotthard.

parli@finecapital.ch
+41 31 308 08 88

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Daniel Roth, Member of the Board

Daniel Roth is a partner at Finecapital AG since 2012. From 1999 – 2012 he was a relationship manager in the rank of vice president with Bordier & Cie in Bern. During those years he was responsible for establishing and expanding the business in Bern. Before that he was at Credit Suisse Private Banking for three years in the same function. From 1992 – 1996 he was a portfolio manager and investment advisor for Bank von Ernst & Cie in Bern. Before that he was working for UBS AG in Bern in several functions as an investment advisor for seven years. Daniel has more than 30 years of experience in the financial industry with banks, private banks and as an entrepreneur in a number of executive positions.

roth@finecapital.ch
+41 31 308 08 86

Services

We pay the highest attention to personal service as well as committing ourselves extensively to your client needs. Every client has his own risk profile and asset allocation.

Our core competencies are:

Wealth Management

  • Discretionary Mandate
  • Advisory Mandate
  • Strategic and Tactical Asset Allocation
  • Investment fund selection
  • Single stock selection

Family Office Services

  • Asset Structuring
  • Wealth consolidation
  • Tax-efficient wealth planning
  • Reporting / Portfolio analysis
  • Organisation and management of the family secretariat
  • Domiciliation and relocation
  • Succession planning
  • Support in dealing with authorities

For services beyond our core competencies we will call in carefully selected external specialists.

Investment philosophy

Especially when it comes to dealing with financial assets, humans act not at all rationally. This emotionality combined with the increasing flood of information in today’s digital age leads to suboptimal decisions and below average performance. A systematic investment process can address these challenges and can make use of the systematic mistakes of other market participants respectively. We believe in recurring patterns on financial markets and combine specifically fundamental and market psychological insights.


To be successful when it comes to investing two decisions are of utmost importance:

  • Asset Allocation resp. the portfolio allocation of risky assets
  • Sector-Allocation resp. single equity security selection

Asset Allocation

A dynamic asset allocation to specifically dampen weakness periods of equity markets is the key for successful investing. Our systematic process analyzes on a regular basis the fundamental- and market psychological environment on financial markets and adjusts the equity allocation accordingly.

Sector-Allocation

Single equities often show strong divergence when it comes to return patterns. It helps a lot to analyze on a regular basis the relevant drivers of equity performance to distinguish the winners from the losers. Next to company specific factors like valuation and growth the sector affiliation is an important element. Equities within the same sector show in many cases strong parallel movements. By determining the attractiveness of the sectors over time there is a lot of value to be added.

Implementation

Our investment approach allows us to easily implement our service offering on modular basis and in different structures. For the implementation of our investment process the following offerings and instruments are possible:

Actively managed Finecapital mandates:
  • Systematic dynamic asset allocation
  • Systematic dynamic sector selection (global and MSCI)
  • Systematic single equity selection
Customized Finecapital mandates:
  • Systematic asset allocation mandates
  • Systematic managed sector mandates
  • Systematic equity mandates
Finecapital advisory mandates:
  • Asset Allocation advisory
  • Selection of sectors and single stocks

Sector-Selection

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Source: Finecapital

Network

We attach great importance to providing our clients with independent and comprehensive advice. Our recommendations are based on transparent and comprehensible decision-making processes, which exclusively meet the needs of our clients. For services beyond our core competencies we will call in carefully selected and independent specialists.

Financial Markets Insights

Contact

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