Alternative Investment Awards 2017

32 Wealth & Finance International - Alternative Investment Awards 2017 Group Company: Notz Stucki & Cie SA Email: [email protected] Website: AI170030 Notz Stucki Notz Stucki is a specialist in the active asset allocation and selection of talented external managers. We profile the firm to find out more. Notz Stucki group draws on a rich history which revolves around its independence and success. In 1964, Beat Notz creates an asset man- agement company in Geneva and then merges it with Christian Stucki’s. They started its international development in 1977 and today the firm count eight offices worldwide and USD8 billion AUM. The Group was one of the first to see the potential offered by hedge fund managers and became a pioneer investor with the first great talents and consolidates these investments in the first funds of funds in the 70s. Its core business is articulated around three pillars: wealth management, asset management and fund engineering. To ensure that these are achieved at all times, the firm’s philosophy is to create a partnership spirit with clients, allocating assets based on the client’s investment profile, using both top-down and bottom-up approaches and delivering risk-adjusted performance in line with the client’s profile. The risk control is embedded in its manager selection process as the company try to select managers with good risk control. Also, in Notz Stucki’s asset allocation the company try to avoid over- valued assets as the best way to avoid losses. For instance, in today’s environment the firm run very low duration fixed-income portfolios when interest rates are at such low levels. Overall, the finance industry is still suffering from the 2008 Great Recession. Many companies have reduced their number of employees, although they have increased the number of people dedicated to com- pliance as regulation and compliance has become stricter across the board. Challenges ahead are twofold: revenue margins are decreasing overall, and costs are increasing overall due to regulations. To adapt around these challenges moving forward, Notz Stucki are in a constant state of change. Currently the firm are working to adapt its business model to the new MIFID II regulations and to use the new technologies in our business structure. Moreover, Notz Stucki can observe a noticeable interest for our fund engineering solutions and third party Management Company services. This fasts growing business line, enables the firm to reach additional peers Managers and Advisors unlocking the creation of further synergies. Best Alternative Investment Manager 2017 - Switzerland & Award for Excellence in Fund Engineering 2017