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Switzerland Hedge Fund Services 2013
Switzerland Hedge Fund Services 2013

Thu, 18/04/2013 - 12:00

On 1 March 2013 Swiss fund managers awoke to a new era of regulation under the watchful gaze of FINMA, the Swiss regulator. The regulatory changes reflect recent European regulations under the AIFMD and bring Swiss funds a new imprimatur that will enhance their attractiveness to external investors

The 'Switzerland Hedge Fund Services 2013' special report comprises 13 separate articles listed below, these can be read individually or as a sequence.

Markus Fuchs, senior counsel with the Swiss Funds Association

Reshaping the Swiss fund and asset management industry

Mon, 22/04/2013 - 11:15

By Markus Fuchs – Switzerland’s fund and asset management industry is on the brink of major changes not only resulting from the revised Collective Investment Schemes Act, which sets out regulatory requirements for both traditional and alternative funds, but also from changes partly outside the regulatory framework. »

Christopher Cruden, Insch Capital

Swiss regulation will not adversely impact fund managers’ activities

Thu, 18/04/2013 - 12:05

By James Williams – “Hell, there are no rules here – we’re trying to accomplish something.” Thomas A Edison. On 1 March 2013, Swiss fund managers awoke to a new dawn. Overnight, they had gone from operating in a market free of the shackles of regulation to one where the Swiss government gave its imprimatur to the revised CISA (Collective Investment Schemes Act). This, along with the Collective Investment Schemes Ordinance (CISO), means that all Swiss-based asset managers overseeing fund investments now fall under the watchful gaze of FINMA, the Swiss regulator. »

Andre Valente, UBS Fund Services

Onshore hedge fund servicing in Switzerland

Thu, 18/04/2013 - 12:09

Interview with André Valente – The opportunity to leverage onshore administration services for hedge fund managers is gathering momentum in Switzerland. And UBS Fund Services in Switzerland plans to be at the forefront, according to André Valente (pictured) who heads up the business. »

Paul Nicholson, Harcourt Investment Consulting

How to profit from the interest rate environment

Thu, 18/04/2013 - 12:14

Interview with Paul Nicholson – Vontobel Fund – Absolute Return Bond is designed to help clients overcome the challenges of uncertainty in today’s historically low interest environment. The fund’s flexible strategy is composed of four sub-strategies: one in cash management, to produce yield, and three “alpha” producing strategies covering currencies, rates and credit. The objective is to produce a straddle pay-off that allows the fund to generate consistent returns in stable market conditions, but to then generate outperformance in rising and falling markets.  »

Pius Fritschi, LGT Capita Partners

Insurance-linked strategies can be a compelling diversifier

Thu, 18/04/2013 - 12:18

Interview with Pius Fritschi – Last year, LGT Capital Partners saw its hedge funds business grow 20 per cent. This, says Pius Fritschi (pictured), Head of Hedge Fund Business Development at LGT Capital Partners, shows that demand for hedge fund strategies remains strong. But increasingly, institutional investors are searching for new sources of risk-adjusted returns when it comes to investing in hedge funds. »

Daneil Häfele, Acolin Fund Services

New Swiss regulations on marketing of alternatives

Thu, 18/04/2013 - 12:23

Interview with Daniel Häfele, Acolin Fund Services – Whereas previously regulation was targeted at public marketing of financial products to retail clients, the laws now cover the distribution of all collective investments (CIS) in Switzerland, including AIFs such as hedge funds, private equity funds, as well as UCITS and other retail products. »

Micahel Appenzeller, Etops

Three common myths in operational outsourcing

Thu, 18/04/2013 - 12:27

Interview with Michael Appenzeller – While some managers are moving quickly to adapt their operating business model by outsourcing middle- and back-office functions to become more cost-efficient, common misconceptions remain. Michael Appenzeller, Co-founder of Etops, a Pfaffikon, Geneva and Bratislava-based company specialising in operational solutions for single managers and those managing multi-manager portfolios, is keen to dispel a few myths. »

James Williams, Hedgeweek

Swiss investors favour diversification and new sources of returns

Thu, 18/04/2013 - 12:31

By James Williams – “We had our best inflows as a company last year and I think we’ll continue to see inflows into alternative investments in 2013,” confirms Pius Fritschi, Head of Hedge Fund Business Development at LGT Capital Partners. »

Hannes Glaus, Bratschi Wiederkehr & Buob

The Swiss Collective Investment Schemes Act

Thu, 18/04/2013 - 12:36

By Hannes Glaus, Bratschi Wiederkehr & Buob – On 1 March 2013 the revision of the Swiss Collective Investment Schemes Act (“CISA”) as well as the amended Collective Investment Schemes Ordinance (“CISO”) came into effect. Two areas of the legislation are particularly noteworthy: the distribution of non-Swiss investment funds and the regulation of Swiss asset managers of (foreign) alternative investment funds. »

Alexandre Col, Banque Privée Edmond de Rothschild SA

Year of solid performance needed to alter sentiment

Thu, 18/04/2013 - 12:40

Interview with Alexandre Col – Even though total AuM in the hedge fund industry has reached USD2.25trillion, the source of new assets being allocated is particularly concentrated. Most new inflows stem from the US and Asia, where institutional investors are slowly ramping up their exposure to alternatives. »

Alexandre Rampa, Syz Asset Management SA

Event-driven strategies to produce higher returns

Thu, 18/04/2013 - 12:47

Interview with Alexandre Rampa, Syz Asset management SA – February 14th 2013 ushered in the USD23billion purchase of HJ Heinz by Warren Buffett and 3G Capital. Perhaps unsurprisingly, Syz Asset Management has a positive stance on event-driven managers this year as signs point to improved corporate activity. »

Gianmarco Mondani, GAM

Running the winners and cutting the losers

Thu, 18/04/2013 - 12:51

Interview with Gianmarco Mondani – The current market environment makes it difficult for many investors to reach their objectives. Many assets are too volatile, while others do not yield enough. Low growth and interference by politicians and central banks make it likely that the world’s economic problems are here to stay for quite some time.  »

Nicolas Rousselet, Head of Hedge Funds, Unigestion

Unigestion embraces spirit of collaboration

Thu, 18/04/2013 - 12:54

Interview with Nicolas Rousselet – An asset manager’s role has shifted from manager to partner in the last two years. Close collaboration is now the order of the day and Nicolas Rousselet (pictured), Head of Hedge Funds at Unigestion, is quick to emphasise the leading role that the firm plays in catering to the diverse needs of today’s increasingly sophisticated institutional investor. »


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