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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. Our firm pursue a philosophy 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 first 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.
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VECO INVEST – Company Profile
* Swiss Financial Market Supervisory Authority
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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.
Veco Trust
Veco Invest
Veco Trade
Corporate servicesInternational tax planningAsset protection Trust services
Asset & Investment Management
360 degrees family wealth management
International Trade
Veco Multi-Family
Office
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Our Personalised “360 Degrees” Services
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• São Paulo• Panama
Middle East• Dubai
* VECO INVEST offices
Over 100 professional staff worldwide in 10 offices.
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Europe• Amsterdam• Luxembourg• Malta• London• Lugano * (head office)• Zurich
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Global Presence – Global Solution
TRUST SERVICES
PORTFOLIO INVESTMENT
FAMILY OFFICE
INTERNATIONAL TRADE
Main officesTrust
Tax planning Asset protection
Asset Management Multi-Family office Int’l Trade
Lugano
Zurich
Luxembourg
Amsterdam
London
Malta
Dubai
Sao Paulo
Panama
Hong Kong
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.
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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
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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
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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 fundsNon-directional
fundsAbsolute return
fundsIncome enhancing
products
Long-only funds
Structured Products
Currencies
Structured Products
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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:
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Our Simple and Transparent Fee Structure
Asset Management Mandate
Power of Attorney Reporting
Account Opening
Manage the Wealth Managers Manage Consolidated Assets
Custodian Banks
Client
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VECO helps you to prepare for tomorrow
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Our offices
Hong Kong, China
VECO INVEST (Asia)3204-05 Alexandra House7-15 Des Voeux Road CentralHong KongEmail. [email protected]
Tel. +852 31082700Fax. +852 21521623
Lugano, Switzerland
VECO INVEST SAVia L. Lavizzari 4CH – 6900 LuganoSwitzerland
Tel. +41 91 911 71 11
Fax. +41 91 923 94 19