Our Services

Discretionary Management

This activity is the “bread and butter” of Qaerus activities. Private clients’ mandates are primarily discretionary. Clients confer Qaerus a limited power of attorney and could choose between two different Swiss banking institutions. At the inception of the project, Qaerus engaged into a “beauty contest” among eleven banks in order to choose the two depositary institutions. The final decision was based on three different criteria:

==> the fee structure proposed

==> the online-system offered

==> the credit quality of the institution.

Every client is treated differently according to his/her investment risk, profile and currency of reference. By catering to a few clients, we are able to deliver this personalized service.

Tax and Legal Advice

Absolute portfolio performance is relevant but should go hand-on-hand with tax optimisation according to each client jurisdiction. As an example, in Switzerland, low coupon bonds with a price discount are favoured over higher coupon debt with limited capital gain. Structured products are also tax efficient since the coupon part associated to the option is not taxable. We complement our on-the-job knowledge acquired over time with the expertise of savvy tax and legal experts we outsource from different organisations.

Single-family office

Having started as a single-family office (SFO), we acquired the expertise in setting-up SFO structures and are willing to guide and help to create new SFOs if the opportunity arises.