Portfolio and Asset Management
Managing assets today requires agility, innovation and a constant re-assessment of assumptions and risks. Sartus manages assets under both discretionary and advisory mandates. We work with our clients to define their investment horizon, their risk profile and their targeted investment criteria.
This allows us to provide a bespoke and tailor-made investment service for our clients. Our approach encompasses asset allocation decisions, tactical trading, currency and other hedging overlays, individual investment selection, and constant risk monitoring and control.
We regularly update our clients and work with them to deliver long-term investment performance and support. We also partner with best-in-class portfolio managers and invite them to joint venture with us to access prime opportunities -- specifically areas of investment where there are either high barriers to entry or certain niche products that allow the clients privileged access to unique investments.
This includes specific thematic investment opportunities, for example in areas of the new economy such as mobile payments, robotics, and sustainable energy. It also encompasses accessing closed funds and alternative strategies that are not normally available to individual investors. Our management takes the lead in upholding our stringent compliance and risk oversight requirements.
Contact Us
Sartus Capital (Genève) SA
Rue de la Cité 15-17
1204 Geneva
+41 22 317 7080
© 2021 Sartus Capital (Genève) SA - All rights reserved
The content of this website may not be reproduced, in whole or in part, without the prior written consent of Sartus Capital (Genève) S.A. ("Sartus"). This website is not intended for use by any person or entity in any jurisdiction or country where such use would be contrary to local law or regulation, and it is the responsibility of the users of this website to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. In the United Kingdom, this communication is being made only to, or directed only at, persons who are: (i) investment professionals within the meaning of Article 19 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 ("FP Order"); (ii) high net worth companies and certain other entities falling within Article 49 of the FP Order; or (iii) any other persons to whom such communication may lawfully be made. It must not be acted, or relied, upon by any other persons. Sartus operates in multiple jurisdictions and is subject to a number of regulatory regimes. Not all services discussed on this website are available in all Sartus jurisdictions. In particular, asset management services described on this website are only offered by Sartus Capital (Genève) S.A.