About us

OUR FIRM, OUR SERVICES, OUR PHILOSOPHY

Bour, Aquila & Partners Ltd. specialises in investment management services for wealthy individuals, families, entrepreneurs, family offices and investment companies. We provide our clients with custom-tailored asset management solutions that reflect their actual needs and we offer other finance- and investment-related advice and solutions to our selected international clientele. In selected cases our partners can also assist clients in Merger & Acquisition of companies, retrieval of assets in financial fraud and other legal matters. As a boutique investment manager we are independent in the choice of our research, banking relations, business partners, service providers and, of course, our clients. We believe that this is the only way to provide a demanding clientele with adequate and suitable solutions. Our firm is based in Gland, Switzerland.

Typically, our clients require a close, personal and professional relationship that will last and assist them over a long period of time. Our clients appreciate independent views and decision-making and they often are disappointed with the level of service and involvement they receive from large institutions. Our firm successfully bridges the gap that has emerged between the institutionalisation of global banking and investment business and the individual needs of wealthy clients.

As an independent financial service provider we invest in alliances with outstanding partners to help us providing our services. We work successfully with leading banking institutions in Switzerland and abroad on behalf and for our clients. Our firm has partnership or service agreements with equity and bond specialists and we can provide our clients with professional solutions in finance and M&A through our partners.

OUR INVESTMENT PHILOSOPHY

We apply a conservative and fundamentally driven investment philosophy. However we prefer an absolute return approach as opposed to a relative return approach. We do not believe in the merit of excessive diversification or indexing but rather prefer a diversified but yet focussed approach. Our investments are driven by strict principles. We do not compromise on the quality of our investments, neither in bonds nor in equities.

Our bond portfolios hold only top quality paper. The issuers will be monitored on a daily basis and changes in their rating will immediately be taken into account. Individual bond positions will be regularly monitored with the help of one of our partners to increase the efficiency of each portfolio.

With regard to equity investments, we strictly invest in stocks of companies with a solid balance sheet, existing and excellent products, superior margins, above average cash flow and a competitive edge in their products or franchise.

We favour investments in stocks with a reasonable valuation as opposed to investments with high valuations that are driven by stories and speculative opportunities as the often disappoint. We do not believe in index investing. We concentrate our investments in those sectors that have a promising long-term outlook (mega trends). Such sectors are, amongst others, health care and pharmaceuticals, services, food and water, energy, information technology and strong consumer franchises. We look for long-term appreciation potential and not short-term gains.

 

Many of our clients prefer portfolios which we describe als "balanced portfolios". These portfolios are invested in both, bonds and equities. The precise allocation between these two asset classes largely depends on a client's individual situation and risk perception.

SECURITY OF THE ASSETS

Our firm only works with leading and top quality banks that have an excellent reputation, top financial standing, impeccable administrative capabilities and state of the art reporting. The client's assets are held in his own account with the bank of his choice or a bank that is proposed by our firm. We will assist in opening the account. Our firm has no authority or possibility to withdraw or transfer these assets. This is exclusive right of the client, the account holder.

At any time the client has access to his/her account. The client is always able to withdraw his/her assets. At any time the client can cancel the management agreement with our firm. The assets are not "locked" into any scheme.

FEES

Bour, Aquila & Partners Ltd. receives a management fee, depending on the size and kind of the mandate. We also offer the possibility of a performance-linked fee arrangement.

Services which are provided by our partner firms for additional tasks, that are not part of our portfolio management, will be billed directly from these partner firms and according to a separate agreement.

REPORTING

Our client's accounts will be updated on a daily basis and account statements are available at any time. The statements are calculated and issued by the custody bank.

Our firm will provide quarterly management updates and an investment outlook. We are available to discuss the portfolio, portfolio structure, the investments and the performance at our client's convenience. And we are always available to discuss other financial matters and will arrange professional solutions with our partner firms.

AQUILA GROUP

Bour, Aquila & Partners Ltd. is a member of the Aquila Group. The Aquila Investment Group is an association of about 20 independent asset management companies based in Switzerland. Each of the associated but independent asset management companies benefit from the services and know-how of the centralized Advisory & Support Center of the Group. This Center is composed of 4 teams, which cover the areas Investments, Financial Products, Operations and Information Technology. The combined assets that are managed by the various group members are sizable.

about us print version

Contact

Place	8, rue du Nord CH-1196 Gland
Phone	+41 22 364 04 16
Telefax	+41 22 364 84 16
Internet	www.ba-partners.com