Investment strategy

Open Architecture

Exto Financials SA will launch an investment offering that provides clients with open architecture access to some of the world's leading institutional asset managers, many of which were once available only to institutional investors.

In-Depth Research

Their emphasis on research stems from a belief that careful gathering of information and perspectives leads to informed decision making and helps achieve the objective of solid, consistent returns over time.

Risk Management

The aim is to consistently deliver favorable returns compared to the market. Clients look to Exto Financials SA to manage risk effectively and to generate performance consistent with risk tolerance.

Relationship management

• Relationship Management: Overall responsibility for the management of the relationship.
• Investment Advisory: Support the relationship by providing comprehensive portfolio management advice as well as coverage of all asset classes, both traditional and alternative. The investment Advisor is the main contact for the client on all investment matters.
• Risk Management & Research: Support the relationship by providing analysis and advice on investment strategy, portfolio construction and design of customised solutions.
• Capital Markets Advisor: Offer comprehensive security trading services. This includes best execution as well as proactive advice.
• Specialists: When appropriate, provide clients with direct access to our teams of specialists in order to ensure best and most appropriate coverage of their needs: internal and external fund managers, derivatives specialists, foreign exchange and commodity dealers, etc.