Asset Street SA

Real Asset Investments

Stability and profitability combined
Investing in products that reduce portfolio volatility

Asset Street has a proven track record in real asset investments. We specialise in real assets such as real estate, agriculture, precious metals and commodities, providing investment options that are differentiated and uncorrelated to markets. This distinctive approach reduces portfolio volatility and generates an improved risk/return profile.

Our Approach
We understand the importance of diversification in investment. Our tangible-asset investment opportunities span across a variety of fields, from real estate to agriculture and beyond. These strategies are carefully devised and are customised to meet your specific needs, taking into account variables such as risk tolerance and investment horizon.

Why Hard Assets?
We believe in the resilience of hard assets, which offer a measure of stability during turbulent market conditions. They possess intrinsic value that is less influenced by economic fluctuations and thus add a protective layer to your portfolio. Investing in hard assets provides opportunities for diversification, risk management, and potentially cost reduction.

Vous quittez la Suisse ? La gestion de votre patrimoine de retraite est cruciale. Nos experts en investissement sont là pour vous aider ! Nous créerons des stratégies personnalisées pour optimiser vos actifs de retraite, gagner plus d’intérêts et réduire les impôts.

Cliquez ci-dessous pour vous lancer dans votre voyage de liberté financière !

Unclaimed Pension Funds:
-Over 8.5 billion pounds remain unclaimed in pension funds.
-These funds are distributed across more than 1 million accounts.
-The Fondation institution supplétive LPP holds these unclaimed sums.
Reasons for Unclaimed Funds:
-For 650,000 accounts (totaling 2.8 billion pounds), the foundation lacks correct addresses.
-360,000 accounts (with 6 billion pounds) are up-to-date.
Process for Reclaiming Funds:
-After leaving a job, individuals must specify where to transfer their 2nd pillar pension.
-If no action is taken within six months, the funds may go to the institution supplétive.
-The foundation opens a compte de libre passage for the account holder.
Retirees and Forgotten Funds:
-New retirees usually claim their 1st pillar pension.
-The Centrale du 2e pilier helps recover forgotten funds.
-Funds not claimed after 10 years go to the guarantee fund.
-Individuals can claim their funds up to age 100.

Find Your Assets Now!

Fonds de pension non réclamés :
- Plus de 10 milliards de francs suisses restent non réclamés dans les fonds de pension.
- Ces fonds sont répartis sur plus d'1 million de comptes.
- La Fondation institution supplétive LPP détient ces sommes non réclamées.
- Raisons des fonds non réclamés :
- Pour 650 000 comptes (totalisant 3,2 milliards de francs), la fondation ne dispose pas des bonnes adresses.
- 360 000 comptes (avec 6,8 milliards de francs) sont à jour.
- Processus de récupération des fonds :
- Après avoir quitté un emploi, les individus doivent spécifier où transférer leur pension du 2e pilier.
- Si aucune action n'est entreprise dans les six mois, les fonds peuvent aller à l'institution supplétive.
- La fondation ouvre un compte de libre passage pour le titulaire du compte.
- Retraités et fonds oubliés :
- Les nouveaux retraités réclament généralement leur pension du 1er pilier.
- La Centrale du 2e pilier aide à récupérer les fonds oubliés.
- Les fonds non réclamés après 10 ans vont au fonds de garantie.
- Les individus peuvent réclamer leurs fonds jusqu'à l'âge de 100 ans.

Retrouvez vos avoirs
👇👇👇👇

Are you relocating from UK? Managing your pension assets is crucial. Our investment experts are here to assist! We’ll create personalized strategies to optimize your pension assets, increase interest earnings, and minimize taxes. Click below to embark on your financial freedom journey! 👇

https://assetstreet.ch/pension-consolidation

Leaving Switzerland? Wondering how to manage your pension assets? Life moves fast, and planning ahead can be tough. Our investment experts are here to help! Let’s create personalized strategies to optimize your pension assets, earn more interest, and reduce taxes.

👇 Click Below & Embark on Your Financial Freedom Journey! 👇
https://assetstreet.ch/pension-consolidation

Pension Consolidation If you’ve accumulated various pension plans over time, managing them separately can lead to missed investment opportunities and unnecessary risk exposure. Taking proactive steps now can significantly impact your retirement happiness, potentially resulting in a higher income or even an earlier reti...

Allocate to North Western farmlands - contact us for advice

Do you know that you can wipe out or minimize your tax payments until you retire?

1. Tax Deductibility of 1e Plan“Purchase Years”:
*When you contribute to your pension plan, you accumulate “purchase years.” These represent the number of years you’ve been part of the pension system since you were 25 years old.
*The tax deduction for 1e Plan purchase years is based on your marginal tax rate. Essentially, the higher your income, the more significant the tax benefit.
*By strategically using these purchase years, you can reduce your taxable income, which ultimately means paying less in taxes.
2. Fully Participating in Investment Program Returns:
*Unlike traditional insurance-based pension plans, the 1e Plan “Bel Etage” prioritizes savings over insurance.
*You have 100% attribution of the performance of the placement program. This means that any gains or losses directly impact your pension savings. An annualized will double your pension savings in 10 years.
*By actively participating in investment decisions, you can potentially achieve better returns than with a classic LPP pension fund approach where performance is capped at 2%.
3. Flexibility and Control:
*Asset Street’s solution allows you to choose your investment strategy based on your personal preferences and risk tolerance.
*Whether you’re risk-averse or seeking higher returns, you have the flexibility to tailor your investment approach.
*This individualized control ensures that your pension assets align with your financial goals.
4. Early Retirement Financing:
*The 1e Plan “Bel Etage” caters to managerial staff, senior executives, and self-employed individuals.
*If you’re planning for early retirement, this plan provides an attractive option and assets can also be used to acquire a property.
*By optimizing your pension savings and taking advantage of tax benefits, you can work towards retiring earlier than the standard retirement age and use the savings as a lump sum payout at retirement.

Products:

Unclaimed Vested Benefits (Libre passage)

Did you know that many people forget about their vested benefits? This is especially common when foreign workers permanently leave Switzerland. Here’s what you need to know:

What Are Vested Benefits?: When someone insured under an occupational benefit plan (2nd pillar) leaves their pension fund before an insured event occurs (e.g., changing employers or unemployment), they receive a statement showing the amount owed. This is their vested benefit or departure benefit.
Purpose: Vested benefits are earmarked for retirement funding. They’re not freely available for other purposes. If immediate transfer to a new employer’s pension fund isn’t possible, they’re deposited with a bank or vested-benefits institution.
Asset Street Can Assist You
We specialize in recovering and investing Vested Benefits. Our services include:

Account Solution: Enjoy attractive interest rates.
Investment Flexibility: Choose your investment solution.
Diverse Fund Options: Select from 50 OPP2-compliant investment funds.
Individualized Management: We monitor OPP2 compliance with a Multi Fund allocation or ETFs.
Securities Transfer: Easily move securities into the plan.
Whether you’re self-employed, an emigrant, or seeking work, Asset Street is here to help you maximize your pension assets.

Products:

1e Plan “Bel Etage”

At Asset Street, we’re excited to announce our strategic partnership with a leading pension consulting firm. Our mission is to provide tailored pension solutions specifically designed for the wealth management industry. As part of this collaboration, Asset Street brings its extensive investment and wealth planning expertise to the table.

Why Choose 1e Plan “Bel Etage”?
Customized Solutions: We understand that every client’s needs are unique. Our complementary plan allows policyholders in the extra-mandatory occupational pension plan to actively participate in shaping their pension investment program in Switzerland. This flexibility empowers you to make informed decisions aligned with your financial goals.
Tax Advantages: By strategically leveraging Pension “purchase years,” you can benefit from tax advantages while fully participating in the performance of your chosen investment program.
Individualized Approach: Our modern pension fund solution ensures that your pension plan savings are invested according to your personal investment horizon and risk capacity. You’re in control, optimizing returns sustainably.
Attractive Features:
Priority given to savings over insurance
100% attribution of Pension placement program performance
Dedicated Advisor to monitor your relationship
Capital payment options at regulatory retirement age or for home acquisition

Manager Selection

🔶Strategy

🔷Focus on leaders in alternative thematic sectors with low correlation to the general market:

🔹Private Real Estate focused on healthcare

🔹Bridge and Mezzanine Loans backed by Real Estate collateral

🔹SME Private Debt: senior bespoke financing

🔹Trade Finance backed by physical commodities

🔹SME Private Equity direct-investments

🔹Hedge Funds: Trading-orientated, liquid, multi-strategy portfolio.

🔷Strong annualized absolute returns with low volatility.

🔶Themes

🔷We focus on sectors affected by changes in:

🔹Demographics

🔹Sociology

🔹Health

🔹Consumption trends

🔹Trade

🔹Demand and Supply imbalance.

🔷Market valuations and fundamentals are assessed in all thematic allocations or single-security selection.

Who we are? What We do?

Asset Street SA is a licensed independent asset management company in Switzerland affiliated to SO-FIT and licenced by FINMA. We focus on investing in private markets with low correlations to financial markets, robust returns and low volatility.

We are a team of experienced investment professionals with relevant experience in asset management, fund distribution and trading. Our independence grants us the freedom to both identify and deliver the best investment opportunities for our clients.

Our headquarters are located in Rue du Rhône in Geneva, a main private banking hub in Europe. Switzerland is the world’s biggest centre for managing offshore wealth at $2.6 trillion and its political and economic stability provide a safe harbour for custody and investment of both private and institutional assets. Geneva provides optimal conditions for independent asset managers to perform their fiduciary duties.

Our Success

Our strength is reflected in our track record. Our asset-backed investment strategies have consistently delivered attractive returns for our clients, proving the effectiveness of our approach to portfolio construction, asset selection, and risk management.

Our Expertise

We pride ourselves on our client-centric approach, which is based on global trends yet locally grounded. Balancing risk and reward, we use detailed analysis to pinpoint opportunities that align with your specific investment objectives.

We work on asset structuring, consolidation, and fiscal planning, while providing clear asset reports and risk assessments. Access to our network offers a disciplined approach to asset management and an upgrade in risk management.

Our Advantage

As an independent entity, we have the flexibility to offer unbiased advice while accessing the best investment opportunities, research and products from around the globe. We consolidate asset reporting services, collaborate with a variety of partners, and provide customized investment solutions that cater to your diverse needs.

Our Promise

From regulatory compliance and risk monitoring to ongoing due diligence checks and training, we provide a comprehensive and secure service. We help asset managers deliver their best through our variety of tailored investment solutions and advisories, including risk management, portfolio monitoring, fund manager selection and high-level investment opportunities.

Our Capabilities

Our Swiss-made software includes modules for client data management, portfolio and risk management, compliance, and back-office operations. From monitoring client risk profiles to managing client and portfolio reports, we ensure comprehensive coverage. In addition, we offer effective multi-bank consolidation services through a centralised IT platform and guidance in structuring entities for IFAs.

Our Approach

Our investment analysis and asset management protocols are tailored to meet the unique needs of each client, backed by our long-standing network of financial professionals. We provide a range of offerings including asset management mandates, reconciling fees and commissions and acting as the point of contact for custodian banks.

Our Focus

At Asset Street, we provide a regulatory platform that allows you to invest and work effectively. As a regulated asset management firm, we are committed to the highest standards of wealth management, providing a systematic and rules-based strategy that has proven effective again and again.

Regulated Asset Management

Freedom to invest, independence to work.
An expert asset-management partner to portfolio managers and IFAs

What's our Philosophy?
"Long-term, consistent returns with low correlations to the market"

We offer a unique platform for thematic selection in the quest for long-term non-correlated returns.
Non-correlated to main financial markets: equity, fixed income and hedge fund indices and within the different portfolio allocation positions.

Access to the very best investment opportunities.

Conviction led long-term strategic portfolios backed by hard assets, income producing with downside protection.

Above-average absolute investment returns with low volatility.

Risk aware, capital preservation and steady capital accretion approach.