Erich Pfister

Falcon-PB is an active, growth-oriented investor and manages portfolios invested in Swiss equity and fixed-income as well as globally. They primarily invest in European and North American giant- and large-cap equity. However, there is no market cap restriction and no particular sector focus. Falcon-PB is a long-term and risk-averse investor. Asset allocation is the key element of their investment process. Once assets have been allocated they follow a bottom-up, sector-oriented process for domestic investments while they favor a top-down approach when investing internationally. The firm emphasizes fundamental research although they also use quantitative tools. They quantitatively screen for cash flow and asset valuations over a period of time and seek to identify large-scale societal, demographic, and economic cycles likely to impact near-term valuations. Fund managers meet with the management teams of potential investees as part of the research process.

CSPB is an active manager which performs in-house research. The firm's Investment Committee defines the investment strategy. In addition, based on the economic and financial analyses carried out by Credit Suisse Investment Research, the Investment Committee decides on the weighting of investment assets in the individual investment vehicles including money markets, bonds, equities, alternative investments, commodities and cash. The firm's Investment Committee also decides on short and medium-term trading options in a three to six-month horizon. The investment policy is monitored continuously at the Investment Committee's weekly meetings.

Credit Suisse-UK is a conservative growth-oriented investment manager that focuses on capital preservation over the long term. The firm tailors their investment approach to their clients' profile and leverages the global capabilities of the Credit Suisse group. Their investment philosophy consists of bespoke portfolio management based on long-term investment themes and trends in the global equity and bond markets worldwide. Credit Suisse-UK’s core portfolios are invested globally in third-party investment products through an open architecture platform, and in funds managed within the group. Their investments are diversified across asset classes, investment strategies, regions and currencies.

Provides investment advice

Provides Investment Advice

Provides investment advice