Philosophy
OakHill Asset Management SA focuses its management strategy on diligence and loyalty within a regulated and highly professional framework, with the main objectives of preserving capital by seeking an positive absolute return best suited to each risk profile. Our management profiles are not fixed, unlike those of banking institutions, and therefore allow us to be more liquid if market conditions were to deteriorate drastically.
We have developed our own proprietary tool, MTV “Market Timing View”, allowing us to identify market opportunities at all times through a methodology and a systematic approach which is transparent and understandable by all the actors in the financial markets. From this approach flows our selection of stocks, management of equity funds and structuring of tailor-made products.
Our dynamics and availability are also put at the service of a clientele wishing to be advised and followed when taking a position. We accompany you from the opening of a position until the closing by offering you real-time reporting at the frequency you have chosen.
OakHill Asset Management SA is autonomous from its custodian banks, fund managers and financial analysts. This gives us total freedom in the selection of investment vehicles which we offer to our clients. In addition, it also allows our clients to deposit their assets with the depository bank of their choice.
OakHill Asset Management SA also puts its network and access at the service of its clients, whether for legal advice, setting up companies, estate planning, financing, private equity, pre-ipo.
Our Investment Approach
Our management style stems from our own proprietary tool, MTV “Market Timing View”, which is based on a fundamental approach combined with technical analysis thus enabling us to better manage the timing of purchases/sales as well as the quantification, in terms of risk/return, of any specific position.
Our main objectives are the preservation of capital by seeking a positive absolute return. Our management is tailor-made for each of our clients, taking into consideration their desires and specificities of each of them.
Our management profiles are not fixed, unlike those of banking institutions, and therefore allow us to be more liquid if market conditions were to deteriorate drastically.
Security
OakHill Asset Management SA is a wealth management company subject to the rules of conduct issued by the self-regulated organisation SO-FIT approved by FINMA (the Swiss Financial Market Supervisory Authority), aimed to combat money laundering and the financing of terrorism in the financial sector (LBA) and ensure compliance with the rules of conduct relating to the exercise of the profession of independent asset management.
OakHill Asset Management SA only deals with investment operations and advice. Transfers and withdrawals can only be ordered by the client whose assets are deposited with the custodian bank of his choice.
Financial information tools
Bloomberg