New Provider on the Platform

Portfolio composition

Decalia considers itself above all as an investment technician. The company therefore applies to private wealth management the techniques that have proven successful in the most demanding field: institutional asset management. Long-term performance can only be the result of a rigorous methodology and a disciplined and consistent investment process, based on sound macroeconomic scenarios and fundamental analysis. A “bottom-up” approach, which takes into account both fundamental micro-economic company analysis and a relevant investment fund selection, is then applied in order to build model portfolios for each risk profile and reference currency.

Company description

Founded in 2014, DECALIA SA is a fast-growing investment management company, managing and advising private and institutional client assets with CHF 5.8 Bn AUMs and 70 headcounts in Geneva, Zurich and Milan. Member of the Swiss Association of Asset Managers (SAAM) and regulated by FINMA.

USP

Wealth Management team with a strong private banking background & experience. Our DNA comes from institutional asset management built over the past 30 years. DECALIA SA is solution-oriented & focuses on generating risk-adjusted performance for its clients. It naturally pays particular attention to service quality as ‘behind a portfolio, there is always a person with a unique history.‘ Our investment philosophy is based on several principles: rigorous risk management, capital preservation, active management & enlisting the best talents. Commitment, innovation, and teamwork are the core values that define who we are, what we do and what we stand for. Private clients benefit from the same sophisticated processes used in asset management with open architecture, our investment funds, including UCITS-compliant strategies. Access to in house Private Market and wealth planning services.