Asset Management
Asset Management Built on Independent Research and Capital Preservation
Assets exist to be protected first and grown second. Our portfolio managers work from that order of priority, translating each client’s objectives, time horizon, and tolerance for risk into a strategy we can defend in writing. The model is open architecture: our own research and portfolio management sit alongside a selected group of external managers, and the only thing that decides which we use is what the mandate requires.
We manage client assets under the same discipline we apply to our own — with care, conviction, and no obligation to anyone else’s product.
What's Included
Discretionary Mandates
Delegate portfolio management entirely to us, within an agreed strategy, with full visibility over every position we take on your behalf.
Advisory Mandates
Keep decision-making authority while drawing on our research, asset allocation views, and direct access to our investment specialists.
Strategic Asset Allocation
A core allocation built for the long term, shaped by macroeconomic analysis across regions, sectors, and asset classes.
Tactical Positioning
Flexible overlays used to capture specific opportunities or hedge exposure when conditions call for it, without disturbing the core.
In-House Research
Monthly equity and fixed income publications, thematic notes, and recommended lists covering Swiss, European, and US markets.
Risk Monitoring & Reporting
Continuous oversight using modelling and risk-assessment tools, with clear periodic reporting on positioning, performance, and exposure.
Service Benefits
Portfolios Designed to Perform Across Cycles, Not Just Favourable Ones
Long-term returns come from allocation discipline far more than from individual trades. We build core portfolios for steady performance and contained volatility, then supplement them tactically where the research supports it. The aim is a portfolio that behaves predictably in difficult markets — because that is what determines where a client ends up after twenty years, not what happens in any single one.
Benefits
- Returns pursued independently of market direction
- Genuine diversification across asset classes and regions
- Volatility managed as a primary objective, not a by-product
- Cash flow generation where the mandate requires it
- No proprietary products competing with client interests
- Direct access to the managers running your portfolio
How We Work
A Structured Approach to Professional Bookkeeping
Step 01
Understanding the Mandate
We establish objectives, constraints, liquidity needs, and risk tolerance in detail before any capital is committed.
Step 02
Strategy & Allocation
A strategic allocation is defined from top-down macroeconomic analysis, then translated into a documented investment strategy for your approval.
Step 03
Selection & Implementation
Instruments and managers are selected on research alone — internal or external, whichever the mandate is better served by — and the portfolio is built accordingly.
Step 04
Monitoring & Review
Positions are monitored continuously and reviewed with you on a regular cycle, with tactical adjustments made as conditions and objectives change.
WHY CAPITAL HERITAGE
An Asset Manager With No Products to Sell You
Independent Research
A dedicated in-house team covering global macro, equities, fixed income, and alternatives — because research is the part of performance you can actually control.
Open Architecture
We select from the whole market. Nothing enters a portfolio because we manufactured it.
Specialist Coverage
Dedicated professionals across Swiss, European, and US equities, fixed income, alternatives, and fund selection.
Direct Access
You speak with the people managing the money, not a layer between you and them.
FAQs
Under a discretionary mandate, you agree the strategy and we execute within it without seeking approval for individual transactions. Under an advisory mandate, we provide research and recommendations, and every decision remains yours. Clients sometimes hold both, across different portfolios.
It means we have no in-house funds we are expected to place. Every instrument in your portfolio, whether managed by us or by an external manager, is there because it was selected on merit for your mandate.
Asset management mandates typically start at [CHF X]. Where a portfolio falls below that, we will say so and suggest a more appropriate structure rather than take the mandate.
You receive regular consolidated reporting covering performance, positioning, and exposure, alongside scheduled reviews with your portfolio manager. Reporting frequency is set when the mandate is agreed.
Fees are agreed in advance and disclosed in full, including any costs embedded in underlying instruments. We do not accept retrocessions that are not rebated to the client.
Assets are held in custody with Capital Heritage under your name. You retain ownership at all times; the mandate governs management, not title.
Discuss a Mandate With Our Team
Whether you are appointing a manager for the first time or reviewing an existing arrangement, the first conversation is with the people who would run the portfolio.