Asset Management:

investments conceived by our long experience in business

We have the expertise to create custom investment lines that meet:

  • level of propensity at the stated risk
  • financial goals
  • goals in terms of the capital transfer
  • investment horizons
  • expected annual returns
  • level of involvement in management: Advisory Accounts or Managed Accounts

Advisory accounts are accounts in which clients will make the final investment decisions themselves.

FiveRocks Capital SA has no power of attorney on the account.

FiveRocks Capital SA’s role on advisory accounts is to give our clients investment advice on a regular basis, to support our clients in the pre-selection of possible investments and to share views with our clients on current market developments.

Clients who have advisory accounts with FiveRocks Capital SA are typically finance professionals with significant market experience who are interested in benefiting from FiveRocks Capital SA’s extensive knowledge of the market and network but wish to keep full control on the investment decision.

Managed accounts are accounts on which FiveRocks Capital SA has full discretion to manage the assets according to a pre-agreed risk profile. Clients with managed accounts delegate the day-to-day investment decisions to FiveRocks Capital SA. The company has a limited power of attorney on the account, with the authority to manage the assets but not wire cash or securities out of the account.

After a thorough analysis of our client’s financial situation that will include an assessment of the risk profile and personal circumstances, FiveRocks Capital will set up an individually structured investment portfolio that will be consistent with our client’s expected return and risk tolerance.

Clients who have managed accounts with FiveRocks Capital SA are typically professional business people who do not wish to get involved in the day-to-day investment decision process and believe in the long-term risk-adjusted returns we have been able to achieve.

Access to the best ideas

The several management strategies we have performed throughout our multi-year path are great resources, which, thanks to our meticulous internal discussions, keep evolving and providing new investment ideas. They are modern and up-to-date.

In order to balance the unexpected market variations, our management service is active, flexible, and prompt.

Active management

Aimed to over-perform the reference benchmark and to balance exposure to the market.

Flexible management

The portfolio is adjusted and rebalanced based on the changing of economic and financial conditions

Prompt management

We constantly analyse unpredictability in order to exploit its excesses, which determine the best opportunity for each security purchase and sale.

Three managements with different footprints to capture your exclusive preferences

1. Serena

Safety is our priority and we invest without taking unnecessary risks, to make you look at the future with serenity.

  • Government Bond
  • Corporate Bond
  • Equity Low Vol
  • Cash

2. Futuro

We want to be consistent with the market rather than having to fight it. We are open to promptly grasp the advantages offered by the sectoral cyclicality.

  • Government Bond
  • Corporate Bond
  • Equity Low Vol
  • Equity Medium Vol

3. Evoluzione

Our expert systems identify the best investment opportunities in the market traces, our analysts study and select them.

  • Equity Low Vol
  • Equity Medium Vol
  • Equity High Vol