Daniel Aegerter

BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way.

WMPartners is an active, conservative manager which aims to achieve absolute returns for clients through proper deployment of first-rate external fund managers, the indexation of certain asset components and cost-efficient implementation. The firm makes investment decisions based on analytical groundwork combined with technical chart analysis. They use a proprietary portfolio management system to detect, evaluate and contain currency risk, market risk, securities risk and liquidity risk. WMPartners utilizes equity funds to implement their investment weighting policies, as well as for complementary investment areas (small-cap, specific sectors, countries or regions and investment categories). They select funds based on quantitative and qualitative criteria. Part of their exposure includes passive index products, such as index certificates or exchange-traded funds. The firm's bonds are the stable and conservative part of their portfolio. Their alternative investments include funds of hedge funds, precious metals, gold mine shares, commodity funds, real estate funds, quoted real estate companies and private equity funds