Fortworth AG

FAMILY WEALTH OFFICE

Swiss Investment Advirsor 

WHO WE ARE

Fortworth AG, a swiss company founded in 2014, is an independent family wealth office with a strong focus on computational finance.

It is a member of  the Self-Regulatory Organization, "Organismo di Autosisciplina dei Fiduciari del Cantone Ticino" (OAD FCT),which is approved and regulated by the Swiss Financial Market Supervisory Authority FINMA.

WHAT WE DO

We exploit the potential of the most advanced technologies and combine it with the best human capital to achieve great efficiencies in terms of:

  • Risk management

  • Performance

  • Transparency

  • Cost reduction

We use statistical and mathematical models, developed over more than 20 years of research and asset management, to investigate financial markets with discipline and focus, to identify statistically robust market inefficiencies and to model ideas and investment strategies that deliver market-leading investment returns to our capital partners.

The adoption of a rigorous quantitative methodology allows us to quickly and deeply understand the complexity of the financial markets, their trend and development, to avoid classical behavioral errors related to instinct and emotionality and to manage more effectively extreme risks in order to achieve capital preservation.​

WHAT WE BELIEVE IN

Ideas are not enough in the pursuit of successful investments.

We believe a strong culture of rigorous analysis and scientific research, supported by an accurate risk management and a robust infrastructure, is the bedrock of a successful investment process. For this we continually refine our investment strategies, process and structure, providing to ourself the framework to innovate and compete successfully.

RISK MANAGEMENT AT THE CENTER

At Fortworth everything starts with data and a disciplined methodology underlies everything we do. Our investment process is based on a continuous activity of design, test, refine, repeat and rigorous risk management.

This approach allows us to deliver sustainable, long-term and repeatable results to our investors.

All Fortworth’s investment strategies focus on major asset classes across the world’s capital markets:

  • Liquidity

  • Bonds

  • Equities

  • Gold and other commodities

  • Alternative investments

  • Currencies

in order to achieve an optimized diversification.

We believe a well-constructed portfolio upfront with a focused risk management will outperform in good markets and protect our client's capital in difficult markets.

Our first objective is the preservation of our clients' capital.

When large moves of the markets occur, one should remember that returns are not symmetrical: it takes a 100% gain to make up for a 50% loss.

LESS COSTS MORE INCOME

 

 

 

In the context of cost reduction activities, a key role is played by optimizing portfolio diversification. There is a tendency to misuse the concept of "diversification" as a risk reduction solution. Diversification can reduce risks but cannot eliminate them, due to the presence of the systemic risk component.

On addition to a certain number of investments in the portfolio, further diversification does not bring benefits in terms of reducing risk, but rather creates an increase in inefficiency due to increased costs (commissions). Portfolios with 20-30 uncorrelated or low correlated investments, selected according to certain logical and quantitative criteria, already have a high diversification effec.

CH0446338524 - AMC Julius Baer on RPS

CH0446338524 is the ISIN of Julius Baer's investment vehicle managed with our quantitative strategy - RPS (Reactive Portfolio Strategy).

 

It is a multi-asset strategy with low volatility, based on a proprietary mathematical model that defines the asset allocation. It is designed for investors who, in a context of fluctuating markets, want a systematic and tactical process that is dynamic enough to "react" to market changes and achieve a positive total return in the medium term. The quantitative RPS strategy is optimized to be minimally correlated with markets and resilient to extreme risks.

The portfolio is well diversified and covers all asset classes (cash, bonds, equities, gold, commodities, real estate and currencies).

 

The risk profile of the strategy is moderate: about 50% of the portfolio tends to be invested in the bond market (sovereign debt, investment grade credit and high yield) and the remaining 50% in other asset classes.

 

Investments can be made directly and through ETFs, ETNs and ETCs. Under particular market conditions, the portfolio's exposure may be reduced in favour of liquidity.

 

The Euro is the base currency of the strategy and the exchange rate risk is hedged at the sole discretion of the quantitative model.

 

The strategy is long only and the leverage is one (100%).         

 

The liquidity of the vehicle is daily and it is priced continuously as an ETF. The real-time price is available via Bloomberg, Reuters, Telekurs and the Julius Baer website (link below).

The recommended minimum investment horizon is 3 years.

For further details, please refer to the prospectus (link below). An interactive dashboard with all the statistics and performance is also available.

 
 
 
 
 
 

OUR SERVICES

WEALTH

CHECK UP

Asset Allocation

INVESTMENT

SOLUTIONS

Investment Vehicle & Advisory Mandate

RISK

MANAGEMENT

Portfolio & Financial Markets Risks

WEALTH

CONSOLIDATION

Consolidation & Reporting

By ensuring an independent assessment, we verify whether current investments are aligned with the personal situation, objectives and risk profile. We offer transparency on costs and returns. Depending on the investment solutions you choose, you can benefit from regular monitoring of them.

Multi-Asset AMC Julius Baer: CH0446338524

To Invest in our quantitative multi-asset strategy.

For those who want to increase their wealth, but are too busy to monitor investments and prefer to invest in the investment vehicle that implements our multi-asset quantitative strategy.

Advisory Mandate:

For those who follow the financial markets and want to make their investment decisions with the support of our advice.

With our statistical and mathematical models, we offer a personalized and systematic approach that allows us to increase wealth and protect it from risks. Our investments are carefully analyzed in terms of liquidity, maturity, diversification, expected return, costs and risks. Depending on objectives and needs, our algorithms develop short, medium and long-term asset allocation and define an appropriate balance between risk and return.

We offer consolidated reports on overall wealth.

Thanks to our detailed reporting, we are able to deliver an overview of total assets and an assessment of their evolution in terms of returns, costs and risks.

 

PEOPLE

GIUSEPPE DI MARCO

FOUNDER & MANAGING DIRECTOR

BIO
Giuseppe has gained a long experience in the financial industry, within leading banks and asset management companies.

He began his career in Asset Management, where he worked for several years as a portfolio manager and quantitative analyst, developing mathematical and statistical models for risk management.

Then he consolidated his experience in international and swiss Wealth Management, following institutional and private clients over more than ten years, eight of which at UBS.

In 2014, Giuseppe founded Fortworth, a family wealth office with a strong focus on computational finance, to offer an independent advisory, management and coordination centre for wealth interests.

Giuseppe has a Degree in Economics from University of Trento (Italy) and a Master of Corporate Finance and Financial Markets.

He is Certified Wealth Management Advisor and licensed as a Financial Intermediary (Asset Manager) in Switzerland. He is member of  the Self-Regulatory Organization, "Organismo di Autosisciplina dei Fiduciari del Cantone Ticino" (OAD FCT), which is approved and regulated by the Swiss Financial Market Supervisory Authority FINMA.

He speaks Italian and English.

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BRUNO FLORENZANO

MANAGING DIRECTOR

BIO
Bruno is a Manager with great experience in Wealth Management and has developed a very important network.

He has been also a Managing Director of Illumina Capital Management since 2006, the year of the Company foundation.

Before he was an Executive Director at Goldman Sachs in its Wealth Management Division, for several years, covering the Latin American Markets from its Swiss Bank. 

 

Earlier in his career he was a Product Manager at the General Electric Company in its Electrical Distribution and Control Division in the US. 

 

Bruno has an MBA from Harvard Business School in Boston and a Master of International Affairs from Columbia University in New York City. Earlier on he obtained a Bachelor Degree in Political Sciences from Hunter College of the City University of New  York.

He is licensed as a Financial Intermediary (Asset Manager) in Switzerland and is member of  the Self-Regulatory Organization, "Associazione Svizzera dei Gestori Patrimoniali (ASG-VSV)", which is approved and regulated by the Swiss Financial Market Supervisory Authority FINMA.

Bruno speaks English, Italian and Portuguese.

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ARMANDO DEGLI ANTONI

ASSOCIATE PROFESSIONAL

BIO
Armando has gained thirty years of experience in the insurance, pension and financial sectors, as team leader and Deputy General Agent within two leading swiss insurance companies.

 

Today he is also a consultant for a major independent international insurance service company.

He has been working with Fortworth, as associate professional, since its foundation.

He is insurance intermediary no. 12974, registered with the Swiss Financial Market Supervisory Authority, FINMA.

Armando speaks Italian and German.

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CONTACT

Address

Samstagernstrasse 41

CH-8832 Wollerau

 

Email

info@fortworth.ch

 

Telephone

+41 44 5851 444

 

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©2018 Fortworth AG. All rights reserved. Disclaimer.