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."