Alternative Investment Awards 2017

22 Wealth & Finance International - Alternative Investment Awards 2017 Bertrand Sturdza Company: Banque Pâris Bertrand Sturdza Contact: Alexandre Poisson Email: [email protected] Address: Rue De Candolle 19, 1211 Geneva, Switzerland Tel: +41 (0) 22 316 02 00 Web Address: / AI170009 Banque Pâris Founded in Geneva in 2009, Banque Pâris Bertrand Sturdza (PBS) is a growing Swiss Private Bank. We profile this innovative bank to find out more. After eight years in business, PBS is now a well-recognized boutique for its quality of services and superior tailor made investment solutions for wealthy Private Investors and Institutions. The Bank counts important family offices, renowned entrepreneurs, numerous financial institutions, prestigious foundations and non-governmental organizations (NGOs) amongst its client base. Since inception, the Bank has been successful and has experienced an average annual growth of 40%. By end of 2016, the Bank’s assets under management (AUM) reached 4.5 billion and, more recently, the Bank expanded and successfully implemented a new office in Luxembourg to extend its offer in providing quality banking services to Europe-based clients. To offer the highest standards of service, PBS employs highly skilled investment specialists, with a strong multi-asset background. The team has developed a unique research-driven expertise, combining a cross-asset and top/down approach with a strong quantitative angle. The transversal and integrated investment proposition enables the Bank to cover very specific client needs, with a strong focus on capital preservation. The funds ran by PBS are all based on independent research and a core belief that only strategies that are disciplined, dynamic and diver- sified can fulfill investors’ expectations in terms of risk and reward. A good example of this philosophy is the SMART Portfolio fund, which is a flagship solution. This is a dynamic multi-asset class strategy that offers a high level of diversification via an exposure to more than 20 sub-asset classes, a multi-management solution with a global reach, and an active asset allocation. Process is the most critical aspect of running money, according to the bank. Therefore, PBS’ investment philosophy is that a robust and con- sistent process must be able to withstand all market cycles. Overall, the Bank’s investment process and approach enable to manage active strategies that meet investors’ objectives, both in terms of risk and performance. With dedicated and complementary investment teams that cover a wide investment spectrum in both public and private markets, PBS is the right partner to advise investors on tailored invest- ment strategies. Moving forward, PBS Funding Partners and Directors believe that the economic and financial environment will remain challenging for the foreseeable future. Finding the right partner will be as crucial as finding the right solution. Best Active Investment Manager - Switzerland