INVESTMENTS
SFH offers you a booking with top-tier partner banks
at optimized conditions.
Through its discretionary or advisory mandates, SFH provides investors with a broad range of investment expertise across asset classes on both listed and private markets.
Our investment approach is centered on long-term wealth planning with a strong emphasis on risk management and capital preservation.
Discretionary Portfolio Management
9 strategies in the form of transparent managed accounts to fit investor needs
Instruments: ETFs, active managers, equities, bonds, derivatives and structured products mainly
Liquidity: Mainly Daily
Reporting: Monthly
Core/Multi-Asset
Our core Multi-Asset strategies rely on both proprietary quantitative models and active management. They aim to offer optimized risk-adjusted return with a strong emphasis on risk management.
The strategies are designed to fit investors with various investment objectives and risk appetite. They range from our growth strategy aiming to offer higher returns, to our conservative profile primarily focused on risk control.
Income Strategies
Our income strategies aim to offer income distribution with a strong focus on risk management. These strategies are mainly allocated -but not restricted- to fixed income securities.
The High Income Mandate is best suited for investors seeking income distribution, with a long-term investment horizon and a moderate to high appetite for risk.
The Conservative Income Mandate is best suited for investors seeking capital preservation while still benefitting from income distribution.
Thematic Strategies
Our thematic strategies target market trends and investment themes that we believe will lead tomorrow’s economy.
Advisory
SFH offers tailored portfolio construction and asset allocation to cater to our investors’ specific needs and investment objectives.
We provide access and investment advice on both private and public markets and across asset classes.