Veco Invest Asia Presentation - Veco Group

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Nov 18, 2013 (3 years and 11 months ago)

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1

VECO
INVEST

Swiss Asset
Management

Switzerland




Hong
Kong



VECO

INVEST

is

an

independent

Swiss

asset

management

firm

founded

in

1988

and

is

a

member

of

VECO

Group

SA

(est
.

1973
)
.

We

provide

asset

management

and

investment

services
.





We

are

prudent

in

our

investment

process

and

choice

of

investment

instruments

but

innovative

in

our

investment

philosophy

and

portfolio

construction
.





As

a

family

owned

private

company,

we

are

in

a

position

to

offer

long

term

commitment

and

dedication

to

our

clients
.

Our

Group

is

one

of

the

most

respected

group

in

Lugano
,

Switzerland
.





Our

investment

professionals

have

extensive

experience

in

portfolio

management
.

O u r

f i r m

p u r s u e

a

p h i l o s o p h y

of

independence

and

discretion
.

As

we

do

not

belong

to

any

banking

group,

this

enables

us

to

provide

objective

advice

and

flexible

investment

strategies
.





Our

clients

include

high

net

worth

individuals,

family

offices,

trust

and

foundations
.

We

can

also

provide

consulting

services

to

family

offices

on

their

asset

allocation

and

long

term

investment

strategies
.





Long

and

well

established

working

relationships

with

over

20

banking

institutions

worldwide
.

We

are

the

f
irst

External

Asset

Manager

(EAM)

from

Lugano

to

establish

a

full

operation

in

Hong

Kong/China
.





Our

Group

is

regulated

by

FINMA*

of

Switzerland
.

VECO

INVEST

(Asia)

Limited

has

been

granted

Type

9

licence

(dealing

in

asset

management)

by

the

Hong

Kong

Securities

&

Futures

Commissioner
.

2





VECO INVEST


Company Profile

*
Swiss Financial Market Supervisory
Authority

VECO GROUP

Through our global presence with 10
offices worldwide, we will meet all
your
needs with a personalised
approach
in international tax
planning, asset protection, asset
management and succession
planning.

3

Veco

Trust


Veco

Invest



Veco

Trade


Corporate
services

International tax planning

Asset protection

Trust services

Asset
& Investment
Management

360 degrees family
wealth management

International Trade

Veco

Multi
-
Family

Office

Our
Personalised

“360 Degrees”
Services

4

Highly personalised and tailored
360 degrees
solutions

International Tax
Planning

Succession
Planning

Asset Protection

Investment

(Asset Management
)



Asia



Hong
Kong
*





VECO GROUP:
branches and
subsidiaries

Latin America



S
ã
o Paulo



Panama

Middle East



Dubai

* VECO INVEST offices

Over

100

professional

staff

worldwide

in

10

offices
.


5

Europe



Amsterdam



Luxembourg



Malta



London



Lugano *

(head office)



Zurich




Global Presence


Global Solution

TRUST SERVICES

PORTFOLIO
INVESTMENT

FAMILY OFFICE

INTERNATIONAL
TRADE

Main

offices

Trust

Tax planning

Asset protection

Asset Management

Multi
-
Family office

Int’l Trade

Lugano









Zurich







Luxembourg



Amsterdam



London



Malta



Dubai







Sao Paulo



Panama





Hong Kong









6

To offer you a
wide range of personalised services and
tailored
solutions
to
meet all your needs



to preserve Assets in bad times and…


to grow your Assets in good times.



7




Our Mission



Customised Approach for Different Risk Profiles

HIGH

LOW

MED

Risk

Return

Execution
Only

Discretionary

Mandate

0%

100%

Mandates
with
Constraints

Discretion

We

provide

customised

portfolios

based

on

client’s

individual

risk

profile

Flexible mandate



8

9



Our Disciplined Investment Process

Investment models

Fund Selection

Monthly

Weekly

Tactical Asset
Allocation

Choice of investment
products

Global context and
Investment
strategy

Quarterly

Macro context and

expected return

Annually

Strategic Asset
Allocation

Market Timing / Rebalancing
/ Risk Management

10

Innovative Investment but traditional analysis

Transparency
,
liquidity
,
quality, costs

and
risk levels
are
key considerations
when
selecting investment vehicles to achieve the best risk/return profiles.

ASSET CLASS

Liquid
assets

Bonds

Equities

Commodities

Alternative
Assets

Bond funds


Individual issuers

Long
-
only
funds


Structured Products

Hedge funds

Non
-
directional funds

Absolute
return
funds

Income
enhancing
products

Long
-
only
funds


Structured Products


Currencies


Structured
Products

11




Open Architecture

Through our
Open
Architecture platform,
once the investment idea has been established, we
select
the best
vehicle
on the basis of a best
-
in
-
class
approach with a truly
independent

and objective view.

Fund houses
:

Our Simple and Transparent Fee Structure

12


Asset Management Mandate


Power of Attorney


Reporting


Account Opening


Manage the Wealth Managers


Manage Consolidated
Assets

Custodian Banks

Client

13




VECO helps you to prepare for tomorrow

Our offices



Hong Kong, China


VECO INVEST (Asia)


3204
-
05

Alexandra

House

7
-
15

Des

Voeux

Road

Central

Hong

Kong

Email
.

info@vecoinvest
.
hk


Tel
.


+
852

31082700

Fax
.


+
852

21521623





14



Lugano, Switzerland


VECO

INVEST

SA


Via

L
.

Lavizzari

4

CH



6900

Lugano

Switzerland


Tel.

+41 91 911 71 11


Fax.

+41 91 923 94 19