Asset Management Needs A Solid Foundation ...

On the base of a contract for asset management you enable Iakovidis Capital to act as a trustee to your assets in Switzerland. Iakovidis Capital has no access to your account neither to your deposit. It is only authorized to carry out transactions within the scope of your mandate for asset management. Your personal accounts (private and deposit) will be set up at a Swiss major or private bank we will select for you, if you don’t have them yet. Iakovidis Capital can also manage funds in Luxembourg or any other Western Europe country as well as in the USA. You do not need to be banked in Switzerland to become a client of Iakovidis Capital.

Within the scope of the investment strategy and policy agreed with you, Iakovidis Capital supervises your portfolio and makes constantly the decisions needed. A detailed reporting informs you regularly about the development of your assets, at attractive conditions.

Iakovidis Capital supplies you as requested with data and information in connection with your account and deposit: about the transactions, deposit movements, returns and yields carried out for you, as well as comments about the investment policy. If desired they also realize the setting up of companies or institutions. The settlement of succession is also an important component of the all round care of our clients. Together with our partners we offer you advice in legal and fiscal matters as well as financial trusteeship or accountancy.

If you only want performances within the scope of our investment advice independent of any banks, Iakovidis Capital will advise you in all subjects relevant to investment and just account for the actual time spent.

To emphasize and to guarantee its independence, Iakovidis Capital doesn’t procure or sell any financial products (funds, insurances et al.). Through procuring and selling activity we would come into conflict of interest. An objective advice and asset management only bound to the advantage of the client would be impossible. This is one of the great differences between the Iakovidis Capital and all other sellers, banks or custodians, who make an important part of their profits by means of commissions.

A further essential difference is our own independent research in macro economy of the leading industrial nations. This includes the respective bond and share markets, but also the short- and long-term developments of the rates of exchange. We endeavour to concentrate on the inner value of an investment, independent of current euphoria or depression. We reject speculative commitment full of medium to high risks of losses. Our fundamental objective consists of an extensive preservation and increase of purchasing of the respective assets. Potential crisis scenarios are taken into consideration in all our strategies.