Sven Sommer

Provides investment advice

CSAM Schweiz is an active manager which invests in equities and fixed-income across sectors and market-caps.

Credit Suisse is an active, growth-oriented and research-driven manager which aims to create value for shareholders by taking advantage of their global integrated network. The firm seeks to follow a balanced approach to wealth management, which aims to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse invests in a range of asset classes including equities, fixed-income, multiple-asset class products, real estate, hedge funds, private equity, and volatility management that combines a top-down approach for asset allocation with a bottom-up approach for stock selection.

MMWB Schweiz is an active, value-oriented manager which invests globally in debt and equity securities across sectors and market-caps. They construct portfolios based on client's goals, financial circumstances, planning horizon and risk tolerance. The fixed-income portion is selected based on duration and credit analysis. They may also employ the services of third party value funds/managers to look for mispriced situations. The firm's equity selection starts with a search of financial databases, stock guides, newspapers, trade and industry publications and the internet for situations that potentially could fit their investment criteria. They do not use computerized screens to look for investments because they believe that a mechanized filtering process cannot capture the investments best suited for their portfolios. Next, the firm investigates the merits and problems of the company, focusing on industry analysis, the role the company plays in its industry and the specific set of managerial issues faced by the company. Lastly, MMWB Schweiz attaches an intrinsic value to the company in order to measure its margin of safety. They utilize discounted free cash flow as their valuation mechanism and value balance sheet and off-balance sheet items according to observed or estimated market prices. If the result of the valuation process indicates a significant discount, then they add the company's shares to the portfolio.