We are entrepreneurial and can react much faster to rapidly changing environments, conditions and realities without any bureaucratic impediments.
We are not reporting to anybody but our clients, we do not have “management performance reviews”, and therefore our clients, and not our eventual bosses up the organization ladder, are the center of our interest and attention – our interests are fully aligned. The more our clients earn, the more we earn.
The investment industry has realized that asset managers do not get better when they get bigger. This is especially true for active managers; bigger often does not mean best. Boutique firms such as ours are a better bet.
Investment firms often become victims of their own success. Once the assets under management grow, making successful investment decisions becomes much harder.
At a larger firm it becomes very difficult for somebody with a great idea to get through to a decision-maker – we create ideas ourselves.
We are not a bank or custodian thus your money will always stay with the bank or financial institution that you already work with, like or prefer to choose with us, to differentiate.
EXPERIENCE AND CUSTOMER ORIENTATION
Our clients are our Priority Number 1 – focused meetings are a tool which enables us to understand better our clients’ needs and highlight them, and we prefer to have always a direct relationship with all our clients to share the investment philosophy and give it a personal touch.
We are fully independent of any financial institution, fund, or any other entity or organization, and thanks to this we can do unbiased selection of investment products and solutions, and we can access whatever instrument or platform we like.
©2018 SERGAN Management Sàrl, 59 Rue du Rhône, 1204 Geneva, Switzerland