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Passion
 

Tailored Solutions for You

rest in reason
move in passion

At Diamas we do not try to fit a square peg into a round hole. 

 

When we embark on a relationship with a client, we engage in thorough and comprehensive procedures to define their financial objectives. Although these goals may appear straightforward initially, a deeper exploration reveals the influence of numerous stakeholders and factors. Each client is distinct, and as a result, their investment aspirations and objectives are equally unique.

Our approach is based on three core offerings, which reflect our commitment to tailor a solution that aligns with each client's needs and preferences.

In partnership with our associates, our discretionary managed accounts offer a wide range of mandates, encompassing all asset classes, including alternative strategies and private equity. The client establishes the overarching strategic goals, entrusting the day-to-day decision-making to Diamas.

For clients who prefer a more hands-on approach to their investments, our advisory managed accounts provide the flexibility for more direct involvement in specific investment decisions.

To ensure the security and autonomy of our clients, their assets are always held in their name and custodied with a bank of their choosing. We maintain an open architecture, allowing our clients the option to select a local or global tier-1 custodian bank.

Beyond traditional liquid investments, Diamas also offers securitized Private Equity and Real Estate investments to enhance portfolio diversification and the potential for risk-adjusted returns.

 

The only constant is change and so we are cognizant that our clients' investment objectives may evolve over time. As a result, we actively encourage ongoing dialogue with our clients to assess and revalidate any previously established objectives."

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connecting the dots

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DISCRETIONARY SOLUTION

Investing in a diversified, long-term oriented investment solution, while benefiting from a dynamic asset allocation.

INVESTOR’S OBJECTIVES

  • Diversification

  • Long-term horizon

  • Dynamic asset allocation

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ADVISORY SOLUTION

Benefiting from tailored investment solutions with a high-quality servicing, and direct access to a dedicated portfolio manager.

INVESTOR’S OBJECTIVES

  • Ongoing feedback and order taking

  • High-quality servicing

  • Direct access to portfolio manager

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PRIVATE EQUITY / REAL ESTATE

Benefit from unique access to PE and RE opportunities as part of a portfolio or stand alone investments..

INVESTOR’S OBJECTIVES

  • Ameliorate risk/return of portfolio

  • Increase portfolio diversification

  • Higher long term returns

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greater control

Your portfolio is customized with an asset allocation that aligns with your long-term goals, risk tolerance, time horizon and other considerations

Private equity (PE) continues to be a preferred source of opportunity, the asset class has become key for driving returns in an otherwise low-yield world

focused approach

providing stability

Real Estate (RE) remains the stabilizing income generating asset placed on the opposite side of the scale to Private Equity (PE) in our barbell approach

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METHODICALLY BUILDING YOU WEALTH

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INVESTMENT EXPERTISE

An investment commitee comprised of specialists from diverse backgrounds and expertise 

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STRATEGY SELECTION

Clear demonstration of reasoning behind strategy selection: passive /

active / direct

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ASSET CONSOLIDATION

Outsourced tool allowing you to consolidate all your accounts and illiquid assets

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REAL ESTATE

Privileged access to unique  Real Estate opportunities direct or through funds

PRIVATE EQUITY

Privileged access to growth stage VC and PE opportunities direct or funds

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PERFORMANCE REVIEW

Clear demonstration in selection of strategy passive/active/direct

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Affiliated to and Regulated by SO-FITSO-FIT is a self-regulatory organization approved by the Swiss Federal Financial Markets Supervisory Authority (FINMA) for the supervision of financial intermediaries referred to in article 2 al.3 of the Swiss federal law on the fight against money laundering and the financing of terrorism (MLA).

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