Jean-Luc Lederrey

Provides brokerage services

BCGE-IM is a conservative manager which focuses on capital preservation and risk control. They tailor their investment approach to their clients' profile, and are both active and passive asset managers, specializing in controlled-risk portfolios. The firm invests in Switzerland and abroad. Their research combines fundamental research with quantitative analysis. Strategic allocation decisions are taken at the group level by a strategic committee. Investment decisions fit within a framework predefined by the investment committee. BCGE-IM manages equity and bond portfolios as well as equity and fixed-income index funds. They also manage multi-manager strategies.

BCGE Private Banking is a pragmatic, risk-averse investment manager which offers "BCG Best of" management mandates, aiming to capture the performance and productivity of the real economy through discretionary management mandates offering a variety of profiles. The firm follows an investment approach based on eight theses and works with international fund managers to independently and neutrally select share funds, on the basis of a grid of criteria including quality, consistency and performance. They set target asset allocation objectives for each profile based on their quarterly strategy and make tactical decisions to the actual portfolio based on short-term market variations.