PHILOSOPHY

ALWAYS ON THE SIDE
OF THE CLIENT

Trust is something that takes years to build, seconds to break and forever to repair.

Our ability to service our clients and benefit from such an extensive depth of market counterparties is due to the professionalism and trust we have earned over the past 30 years. In order to maintain and build trust, we ensure that we offer conflict free services that do not compromise our values.

We are proud that so many clients have been with us for 10 years or more, and many others have been with us since we first opened our doors. An important reason for the growth in our client base is due to referrals from our existing clients. Relationships are at the heart of everything we do, but the first and foremost thought in our minds in all our dealings is our reputation, and it is for this reason that what we do not do, is as important as what we do.

WE DO

  • Build a long-term relationship with every client

  • Invest in technology to develop indicators and models based over the years of experience in portfolio analysis undertaken on behalf of major Swiss and International Institutional Investors

  • Optimise and monitor bond selection

  • Provide impartial expertise and assistance on purchases and sales of securities, not compromised by possessing a primary or secondary trading book

  • Provide impartial expertise on bond portfolio management. This includes bond selection, regular portfolio monitoring and analysis, as well as tactical and strategic advice

OUR OWN INDICATORS

Credit Review

In-house scoring model on credit, based on quantitative analysis

Liquidity Rank

In-house liquidity measurement tool

Value Rank

Ascertains if the differential to the swap of a bond is amongst the cheapest or the most expensive of comparable bonds in terms of both rating and life to the workout date

WE DO NOT

  • Act as market makers

  • Broker professional market makers

  • Own positions at any time, even intra-day

  • Sell New Issues back to the street shortly after issuance

  • Underwrite securities

ACCESS TO SERVICES PROVIDED BY TEAMS DEDICATED TO THE SUCCESS OF YOUR BUSINESS

FIXED INCOME

Access 250+ market counterparties and over 500 institutional clients globally

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STRUCTURED PRODUCTS

Enhance your efficient frontier

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EQUITIES & ETFS

Offering access to Equities/ETFS in over 60 markets in over 50 countries

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