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Swiss Asset Management Group Targets HNWIs
by Phillip Morton, Investors Offshore.com

18 September 2006

The Winterman Group has launched a Swiss asset management business aimed at high net worth clients and institutions.

Geneva-based Winterman Asset Management SA has been set up to offer discretionary management services to the group’s existing client base and is now targeting high net worth individuals who wish to gain access to hedge funds and specialist trading vehicles.

Regulated in Switzerland, Winterman Asset Management SA has also developed ties in the UK with former Man International Chairman, David Anderson, through his FSA registered firm, Anderson Quantrend.

Commenting on the tie up Anderson stated: “Having developed Anderson Quantrend’s specialist ‘fund of hedge funds’ the Alta fund, we have been looking for a partnership with a suitable group to market the fund and to develop further specialist funds. Winterman Asset Management had the necessary marketing credentials through the Winterman Group to ensure a good fit with AQL.”

Further partnerships have been signed with Insch Capital Management AG, a Swiss based specialist forex investment firm run by Christopher Cruden, formerly Managing Director of Tamiso & Co LLC, New York.

Insch’s investment system is a trend-following, algorithmic trading strategy that is usually only available to institutional clients. Key to the system’s success has been rigorous risk management, trade-on-trade risk equivalency and portfolio diversification within the asset class. In the future, high net worth clients of Winterman Asset Management SA will be able to select their desired level of leverage in the Insch system and gain access with a reduced investment minimum.

With a specialisation in the private equity field, the company is also to launch a fund that incorporates Private Equity, Forex and hedge fund exposure. The fund is expected to be launched later in the year.

Director Sara Stockdale explained: “We have been discussing a Swiss operation for some time. The Swiss system offers some very good tax structuring situations for high net worth clients and also has a solid gold reputation for integrity, efficiency and privacy when dealing with clients, something that we, as a company, value highly.

She added: "Our operation in Geneva will be expanded over the coming 18 months to incorporate further products for high net worth clients which are aimed at mitigating tax while maintaining high performance levels."

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