Asset Management
In asset management, reliability is more than a virtue. It is the foundation. At Lakefield Partners, our structured investment process is based on high-quality data, precise tactical decisions and targeted, periodic adjustments to portfolios. This results in award-winning investment solutions that deliver reliable growth of your assets.
The three core principles of our investment framework
Data-driven
We assess markets rigorously using econometric data and consistently rely on objective facts rather than subjective speculation.
Dynamic
Portfolios are actively adapted to the prevailing market environment instead of rigidly adhering to one strategy chosen at the outset.
Disciplined
Decisions are made in a strictly systematic, rules-based manner in order to eliminate emotional misjudgements in the markets.
Our core principles in practice
The interplay of the three principles – data-driven, dynamic and disciplined – forms the foundation of our successful and crisis-resistant asset management. Combined with our proprietary quantitative investment model, we ensure that every portfolio adjustment is based purely on evidence and is detached from short-term market sentiment.
In practice, this institutional process means a consistent rejection of subjective forecasts. Our quantitative investment model identifies major economic developments at an early stage, enabling us to make best use of market opportunities and proactively manage risks in portfolios. This investment philosophy has been implemented successfully since 2002 and is continuously refined to achieve stable and sustainable value growth for our clients.
Our moral and ethical compass is at the heart of everything we do. While integrity is a basic requirement, our transparency ensures it can be verified.
Our investment solutions
Client Solutions
Comprehensive, bespoke asset management with efficient and cost-effective implementation for discerning investors.
Cornerstone Strategies
Targeted investment strategies with a strong track record across equities, multi-asset, bonds and alternative investments.
Pension Portfolios
Investment solutions for your retirement assets in line with your personal return and risk profile, within the statutory limits.
Continuously monitored and quality-focused
As one of the few independent asset managers, Lakefield Partners is directly supervised by the Swiss Financial Market Supervisory Authority FINMA and therefore meets the highest regulatory standards in Switzerland. This foundation of security is reflected in our unwavering commitment to quality: in an environment full of alternatives, we secure our long-term success not only through first-class investment results, but equally through impeccable client service and the meticulous execution of our solutions.
Independent advice and personal support
Our business model consistently eliminates conflicts of interest: as a purely fee-based asset manager, we are committed solely to our clients’ objectives. We also use this independence to negotiate first-class terms with custodian banks, which optimises the portfolios’ net return over the long term.
At the same time, we focus on close relationships in day-to-day work. Our clients benefit from direct, personal access to the responsible portfolio managers. Thanks to full transparency, they can always understand every investment decision and the performance of their assets.
