You are using an outdated browser. Please upgrade your browser to improve your experience.
For over 50 years, we have guided our clients through the complexities of the financial world.
As your family’s needs evolve over the time, we find the most appropriate solution to help you structure, protect and increase your assets.
Because our investment horizon is not day to day, but generation to generation.
It’s not what you do. It’s the way you do it.
As pure investment managers, we have no conflicting activities so our advice is always impartial. Your interests always come first.
You are our partner. We provide you with comprehensive information and explain our investment views, so you can have a clear understanding of our processes. And, as we invest alongside our clients, we practise what we preach
Spending time with you is essential, because a deep and mutual understanding is the only way to provide the solution that really fits your needs.
We wish we were perfect. We know we are not, but we relentlessly look for ways to improve our processes and our services, both through innovation and by thinking out of the box.
With a discretionary mandate, you delegate the daily investment decisions to a team of seasoned professionals.
After a thorough assessment of your needs and preferences, we will regularly advise you on investment ideas and portfolio restructuring suggestions.
Finding the right way in uncharted territory can be tricky.
But our clear principles allow us to stay on course.
By looking further ahead, we capture major trends instead of following the chimera of market timing.
By running after benchmarks, you never arrive ahead. But active managers, led by strong convictions, can add value through alpha generation.
No single firm can be the best in every field, but a few talented fund managers consistently outperform their peers. So, for 50 years, we have developed a unique expertise in identifying and monitoring the best external managers. With over 600 manager visits every year, we have built a unique manager network.
The best way to win is to avoid losses. Capital preservation is therefore our top priority and our goal is not to beat an artificial index but rather to deliver positive returns in various market conditions.
Damiano Paternó Castello joined Notz Stucki in 2009 to become a Partner and Director. He now heads the wealth management business line.
Prior to joining the firm, he was an executive director at Morgan Stanley for over a decade. Before that, he was a portfolio manager for high-net worth clients at JP Morgan and HSBC Guyerzeller Bank.
He holds a Political Sciences degree from the Lausanne University.
Frédéric de Poix joined Notz Stucki in 2013 and oversees the development of private clients, in addition to managing portfolios.
After starting his career in 1985 as a coffee trader at Sucres et Denrées and as a regional manager at Finagrain, a subsidiary of the Continental Grain Company, he worked in private wealth management at Morgan Stanley and Hyposwiss for 15 years.
Frédéric is a graduate of the Bachelor of Business Administration program of EPSCI/ESSEC GROUP (France).