The long-term experience accumulated in successfully employing an instrument or a tool enables the full extraction of its potential value. The gathered experience is the basis for coping with challenging situations in the future, making consistent decisions and yielding strong results.
Similarly, the core characteristics of our diverse team are more than 200 years of cumulated relevant experience and the ability to challenge important decisions.
A strong team
Chairman and independent member of the board of directors
Client advisory and portfolio management
Operations, risk management and compliance
Our clients receive nothing but independent recommendations and can therefore trust that we pursue only their best interests. Conflicts of interest are avoided by strictly refraining from any form of remuneration from banks or asset managers or by passing on any such, in full, to our clients.
Our clients have permanent direct and personal access to their portfolio managers. With continual full transparency of their investment portfolios, our clients are equipped to understand the decisions and performance of their assets at all times.
Our clients have the possibility to invest in the same strategies we use for our own wealth.
Consequent cost management
Our clients do not spend more than necessary. Cost optimization and transparency are part of our everyday business. We employ the most efficient investment instrument for every individual investment and negotiate attractive conditions for our clients with custodian banks. As a rule, the cost advantages accrue continuously, thus achieving clearly higher net returns in the long run.
Seamlessly monitored by the FINMA
Lakefield Partners is supervised directly by the Swiss Financial Market Supervisory Authority, FINMA. Basically, this means that Lakefield Partners is an asset management specialist fulfilling the highest requirements towards professional business processes.
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