Offering

 

Sallfort Offering: Individual solutions following your needs, seperatley or in combination.

Sallfort offering illustation

 

Holistic Wealth Management

Asset Allocation

Individual segmentation:

  • Asset Management
  • Investment Advisory
  • Further assets (real estate, private equity, material assets, art, etc.)

holistic wealth management example illustrating a possible personal wealth situation

 

Profile Cycle

chart offering profile cycle

Performance

 

Strategy and Tactics

 

chart performance strategic investment committee

chart performance tactical investment committee TIC

 

Research

BAK Economics + own secondary research + techn. research

Performance Research Beispiele

 

Asset Management

Management of the Mandates

Agreement on investment strategy

  • Individual mandates and choosing / definition of the risk category
  • Various reference currencies
  • Consideration of specific client needs

Implementation of the investment strategy

  • Actives Management
  • Tactical over- or underweight of individual asset classes
  • Timing and selection

Controlling

  • Constant monitoring of composition and risk profile
  • Performance attribution
  • Benchmarking

Direct investments

Direct investments are placed in fixed income titles and in stocks in the following markets: Switzerland, Europe and USA.

Fund selection

Special topics or regions; Open Architecture Approach.

Alternative Investments

Broad diversification, Fund of Hedge Funds, precious metals.

Derivatives

Derivatives are primarily used for hedging.

 

Stock Selection

Investments are made following these 4 criteria:

Basic investment (ca. 1/3)

Stocks in countries/regions (Switzerland, Europe, USA, Emerging Markets). Preferably investments are made in ETFs or index funds. Classical investment funds can be considered.

Dividend-paying stocks (ca. 1/4)

Selection of the dividend gems in the Swiss, European and US markets.

System based selection (ca. 1/4)

Proprietary approach; profitability, leverage and liquidity, operative efficiancy, ratings.

Special positions / trading (ca. 1/6)

Taking advantage of special trading situations; investments are usually made directly but can also be embedded in funds.

 

pie chart asset management stock selection Special positions trading system based selection basic investments dividend-paying stocks

 

For information in person please contact:

Thomas Pfefferle
Telephone:+41 61 225 52 71
E-mail: tpfefferle@sallfort.com

 

Value Investment

Sallfort Quality Investing

“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” – Warren Buffet

Value investors invest in a stock if they assume it is currently undervalued and the so-called intrinsic value is higher than the current price. This approach offers significant profit opportunities, as soon as the market recognizes the true economic value of a company and rewards the stock with a rising price.

Sallfort Privatbank has developed a quality approach on three stock universes (CH, Europe, USA) and has a long-term experience in the management of value investing as investment consultant and asset manager.

  • Investment concept according to a clearly structured approach
  • Discipline in the implementation
  • Risk management

In the portfolio design, we also want to achieve the following specific objectives:

  • Positive returns regardless of market development
  • Diversification
  • Low volatility
  • Generating cash flow for the investor
  • Quality stocks before growth stocks

 

Stock Selection

chart value investment stock selection

3 stock universes (CH, Europe, USA)

  • SPI Swiss Performance Index
  • STOXX Europe 600 Index
  • S&P 500 bzw. NASDAQ Composite

System based quantitative pre-selection

  • several valuation figures
  • scoring method
  • specially developed algorithm
  • selection of the most suitable stocks

Subjective fundamental assessment and technical analysis

  • forecast of sales and earnings development
  • consideration of special factors
  • technical chart analysis

 

Additional Layers

chart value investment additional layers

Funds

Sallfort Investment Manager Funds: Europe/Switzerland/USA

The management objective of the three funds is to exceed the respective reference index, the Stoxx 600 DR, the SPI or the S&P 500 Net Total Return, over the recommended investment period of 5 years after deduction of fees. Investment philosophy is based on a value approach. Value investors invest in a stock if they assume that they are currently undervalued and the so-called intrinsic value is higher than the current price. This approach offers significant profit opportunities as soon as the market recognizes the true economic value of a company and rewards the stock with a rising price.

This value approach is based on a quantitative analysis of securities by using filters and a scoring model. A major requirement is a high degree of management discipline, especially in the management of risks. The Funds have a constant exposure of at least 60% in equities of the respective benchmark index.

The factsheets of the funds can be made available for download under certain conditions.

Find the factsheets here.

For further information please contact:

Dominik Joos
Telephone: +41 61 225 96 57
E-mail: djoos@sallfort.com

or:

Hubert Seiter
Telephone: +41 61 225 52 72
E-mail: hseiter@sallfort.com

Pension Planning

With Sallfort Privatbank AG you can invest your vested termination benefits according to your needs. We will manage your pension capital in accordance with the regulations contained in Swiss pension law (Berufliche Vorsorge-Verordnung (BVV2)) within the framework of our special investment strategies.

Our strengths lie in planning, structuring and managing your assets. We are convinced that success is not achieved by single, isolated measures, but through comprehensive advice and analysis of all elements of pension and asset management.

We are an experienced partner for pension funds, as an asset manager of homogeneous or mixed asset-class investments in accordance with BVV2 and for collective foundations on behalf of which we make investment decisions.

For information in person please contact:

Martin Ermini
Telephone: +41 61 225 52 27
E-mail: mermini@sallfort.com

Safe Deposit Boxes

Do you wish your valuables to be kept safe?

We can offer our clients safe deposit boxes of various sizes in our vault.

For information in person please contact:

Bernd Ritschard
Telephone: +41 61 225 52
E-mail: britschard@sallfort.com

Disclaimer

The legal information, in particular the terms of use for the website of Sallfort Privatbank apply. You will find these here.

In addition, the following restrictions apply:

The factsheets of the funds of Sallfort Privatbank AG (hereinafter referred to as “factsheets”) are aimed exclusively at legal entities and individuals domiciled or resident in countries in which public distribution, offering and sale of the funds are duly authorized in accordance with applicable local legislation. The factsheets are not designated for persons who are subject to a jurisdiction that prohibits the publication or access to the same factsheets due to the tax domicile of the person concerned, their nationality or for other reasons. Persons subject to such local restrictions are prohibited from accessing the factsheets.

Please select the country of your domicile / residence: