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Customized, Efficient and Sustainable Management

ABOUT FUCHS FINANCE

In nearly 20 years, we have developed a unique expertise thanks to a pluricultural team of experts gleaned from leading financial institutions. They take pride in contributing to the maximisation of the profit and sustainability of assets of loyal private and institutional clients

Together, we will develop a personalized management plan, in line with your strategic vision, and offer you advantageous, efficient and sustainable solutions. You shall benefit from varied and dynamic investment opportunities and comprehensive management of your assets, tailored to your wishes and your profile. Our expertise in risk management enables us to preserve and optimise the performance of your assets.

Services

METHODOLOGY

Fuchs Finance meets your needs and priorities

Relationships founded on absolute trust, impartiality and genuine exchanges between investor and advisor

  1. Comprehensive Analysis

    A thorough and rigorous review of your needs and priorities is a prerequisite for any management decision. It is based on your own personal, in-depth financial assessment, which must be completed before your investment profile is defined.

  2. A Choice of Assets

    Fuchs Finance believes sectoral and geographical distribution to be of particular importance when determining the security and performance of a client’s portfolio. In addition, investment orders are executed using intermediaries with service quality, favourable prices and execution speeds that are the best the market has to offer. Flexibility between asset classes (cash, bonds, equities, investment funds, private equity or real estate, etc.) is absolutely crucial to us since our management style is entirely reactive and non-benchmarked.

  3. Measurement of Investment Choices

    Fuchs Finance regularly calculates the performance of client portfolios and compares them against the primary market benchmarks. A consolidated report of your assets may also be generated, regardless of the type of investments you make.

  4. Several Options

    Your portfolio can be customised according to several criteria:

    • Reference Currency
    • Asset Allocation: Six allocation profiles to select from
    • Type of Mandate: (discretionary vs advisory)

Types of Mandates

Discretionary Management Mandate

Delegation of the financial management of your assets to an experienced team of professionals, with the definition of your investment horizon, risk profile, and investment objectives.
Our philosophy: Total flexibility of the allocation of your portfolio to benefit from market performance while preserving your assets.

Advisory Mandate

An exchange of investment ideas with Fuchs Finance experts: you benefit from a personalized financial asset management consulting service adapted to your profile. Our experts would provide you with their recommendations on a diverse set of products and solutions.

Management Process

Our management relies above all on open architecture. To guarantee the selection of the best products, we have implemented simple and transparent processes that offer you a custom portfolio that meets your expectations and objectives. Whether it's stock-based or fund-based, your manager will bring you the best products available in the market through our fund selection and internal security rating processes.

Fund selection

Our methodology combines quantitative and qualitative analyses to achieve a solid and sustainable fund selection. The vehicles selected for you are first assessed according to objective criteria:

Performance
Analysis of performances in various time frames to select the funds whose performance is superior to that of comparable profiles.

Risk
Study of the risk generated by investment processes over various time frames to select the funds offering lower risk.

Adjusted Risk Performance
Comparison of the adjusted performance of different vehicles’ risk to ensure optimal selection in terms of risk vs return.

Robustness of Performance
Take into account the robustness of investment process performance to select the vehicle with the most stable relative performance over time.

Initial systematic reviews are performed with a more qualitative study, which assures us of the strength of our partners and of the funds selected for you. These analyses relate to:

The Management Company
Analysis of the management company’s quality.

Structure of the Fund
Analysis of the fund's structure (history, liability ...)

The Management Team
Management team analysis (turnover, experience, back-up …)

The Management Process
Analysis of the management process, its stability, its reproducibility, purchasing / sales policies...

Risk Management
Analysis of the risk department’s organisation (nature of checks, tools used ...)

Communication
Analysis of management communication (quality of the information transmitted, responsiveness, availability ...)

Credit Rating

To allow you broaden your portfolio’s investment universe and diversify your risks with complete peace of mind, Fuchs have implemented an internal corporate rating methodology.

This is based on a systematic analysis of a broad range of over 3,000 companies in the European, American, Asian, developed and emerging markets and encompasses all sectors of activity. Our analyses are based on four pillars:

Financial Analysis
Comparison of the financial strengths of companies in relation to their competitors. The analysis focuses on three criteria:
- Growth
- Valuation
- Visibility
This analysis results in an internal rating from A (best rating) to E for stocks and bonds.

Consensus Analysis
A market consensus study to compare the result of our internal analysis with the market’s expectations.
-Analysis of market revisions on the results,
-Analysis of the dispersion of the analysts’ consensus,
-Analysis of default rate probabilities,
-Analysis of main agency ratings.

Technical Analysis
Analysis based on a series of three indicators to define investment timing.

ESG Analysis
Analysis based on a series of established environmental, social and governance criteria.

Our filters allow you to map each company’s risks and market sentiment and optimize your portfolio according to your needs.
To perfect our internal analyses, we also use external studies thanks to our partnerships with the best research sources on the market.

Advantages

An international passport

An international passport: do business in the European Union’s 28 member countries, Switzerland, and many other countries across the globe.

Our open architecture

A choice of custodian, as well as many hand-picked intermediaries.

Your choice of investment vehicle

Life insurance, family-owned company, investment fund, individual account.

Our network

Providing access to more than 20,000 funds and SICAVs.

Flexibility

Each management mandate benefits from a fully flexible allocation that can be invested or disinvested up to 100%.

Reporting

Benefit from comprehensive reporting that allows you to follow and closely analyse the management of your portfolio and its results.

Contact

Fuchs & Associés Finance S.A.

47 Boulevard Prince Henri 1724 Luxembourg
+352 26 26 49 1
Itinerary
Jean Fuchs Founding Partner
Timothé Fuchs Partner

Fuchs & Associés Finance (Suisse) S.A.

Rue Jacques-Grosselin 8 CH-1227 Carouge
+41 22 839 89 39
Itinerary
Roger Hartmann Group Strategy Leader

Fuchs & Associés Finance (Belgian Branch)

273, avenue de Tervueren B-1150 Brussels
+32 (2) 761 70 00
Itinerary
Claude Roelandt Managing Director