WHO WE ARE
Fortworth AG, a swiss company founded in 2014, is an independent family wealth office built around a team of highly experienced professionals, with a strong focus on computational finance.
We are Investment Strategists and Risk Management Specialists. We advise in the field of Wealth Management.
Fortworth's Advisors are registered in the client advisor register operated by BX Swiss AG, a Swiss stock exchange regulated under the Financial Market Infrastructure Act and supervised by the Swiss Financial Market Supervisory Authority FINMA.
Fortworth AG is Member of the Swiss Association of Wealth Managers (SAM | VSV | ASG) and also affiliated with the Verein Ombudsstelle Finanzdienstleister (OFD), recognised by the Federal Department of Finance (FDF).
We proudly operates in Switzerland, a country scoring AAA S&P credit rating.
Economically speaking, Switzerland is Europe‘s most liberal country, as well as being the most competitive and innovative nation in the world. There is a high level of political stability. Switzerland has an effective legal system, a powerful currency with a low rate of inflation, comprehensive protection of intellectual property and liberal employment laws – qualities which are especially important when it comes to pursuing business activity.
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:
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.
We profile ourselves as a reference partner with solid know-how for qualified investors, family offices, fiduciaries, law and notary firms, tax consultants, accountants, foundations and funds.
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:
Gold and other commodities
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.
TAKE A LOOK AT ONE OF OUR STRATEGIES
ALL IN ONE SOLUTION
CH0446338524 is the ISIN of Julius Baer's investment vehicle managed with our quantitative strategy - RPS (Reactive Portfolio Strategy).
It is a global 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.
THE 4 PHASES OF OUR ADVISORY
UNDERSTANDING AND ANALYSIS
We carefully evaluate the personal and financial situation to understand its needs and objectives and draw up the risk profile. In relation to the macroeconomic context and the financial markets performance, we analyze the assets to detect opportunities and any critical issues in terms of risks, performance and costs.
Based on the needs, the agreed objectives and the critical issues identified, we propose the ideal asset configuration in compliance with the individual profile. In this phase we illustrate risks and opportunities, as well as the ways that contribute to the possible reduction of commission charges.
During the implementation of the capital structure and the agreed strategy, clients maintain full decision-making and operational autonomy, benefiting from our constant support.
At agreed regular intervals, we reassess the personal and financial situation and update the risk profile. We verify the achievement of the objectives and propose the necessary corrections according to the deviations of the risk, performance and cost parameters.
WEALTH CHECK UP
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 check up of them.
WEALTH CONSOLIDATION & REPORTING
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.
We offer comprehensive advice on all aspects concerning the management of your entire assets.
Our customers, in full autonomy, choose and maintain their reference custodian banks. With our supervision, we support our clients in the process of coordinating their interests, assist them in investments and in the delicate process of structuring and managing portfolios, reducing the commission charges imposed by the financial industry.
We offer an "All In One Solution": everything that is necessary to keep the evolution of assets under control and to invest successfully:
Wealth Check up
Wealth Consolidation & Reporting
ASSET ALLOCATION &
INVESTMENT SOLUTIONS ADVICE
We specialize in global multi-asset strategies. Our specialist knowledge in computational finance allows us to offer efficient strategic asset allocation solutions for specific risk profiles.
Our management process of risk and performance is based on proprietary statistical and mathematical models for a precise and controlled investment steering. 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.
ACTIVELY MANAGED CERTIFICATES
We are also advisors for investment vehicles that implement our strategies or client-tailored strategies (for Professional or Qualified Investors).
ITALIAN FISCAL CONSOLIDATION SUPPORT
In addition to offering consolidated reports on overall wealth, we provide year-end tax consolidation for assets deposited with multiple swiss banks. We pre-fill the "Modello UNICO" for the italian tax declaration.
BANKING & FINANCIAL LITIGATION SUPPORT
We provide analysis and evaluation of the asset management of banks and other asset managers, of financial products and risk profiles, to support out-of-court negotiations and banking and financial litigation.
BUSINESS WEEKEND (CH)
Premium service: in a setting of total relaxation, we offer insights into economics, finance and the management of your assets. Our clients have our availability in moments that do not compromise their professional activity.
GIUSEPPE DI MARCO
FOUNDER & CEO
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 Advisor in Switzerland. He is registered in the client advisor register operated by BX Swiss AG, a Swiss stock exchange regulated under the Financial Market Infrastructure Act and supervised by the Swiss Financial Market Supervisory Authority FINMA..
He speaks Italian and English.
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.