传承宝典 主题投资:根据长期趋势配置财富
传承宝典 | 主题投资:根据长期趋势配置财富 导读主题投资(Thematic investing)采用前瞻性的方式管理财富。它是指根据表现出长期结构性增长特性,且不太可能受到短期波动影响的一些趋势,来进行资本配置。这些超级大趋势会进一步派生出更为细致的投资主题,我们寻找这类主题进行投资,并将其放到我们的全球主题投资组合(GTIP)中。 本文内容由雷梭勒家族办公室根据Stonehage Fleming投资管理合伙人尼古拉斯·曼吉诺斯(Nicholas Mandrinos)的文章编译整理,版权归原作者所有。 高净值家族和财富缔造者们倾向于采取这种长期策略进行投资。我们的理想客户画像是,他(她)能够根据主题思考问题,希望其资本配置符合超级大趋势,耐心且对风险的容忍度更高。从其自身性质而言,主题投资专注于把握未来趋势并获利。因此,它受到投资者群体中占比越来越大的千禧世代的欢迎。 过去几年来,主题投资的受欢迎程度明显提升。据安盛投资管理亚洲有限公司(AXA IM)报告中所阐述的Broadridge的一项研究显示,截至2020年末,全球主题基金的资产管理规模达到了5200亿欧元。自2018年以来,全球资产便以每年37%的速率增长,至2020年,主题基金市场规模增长了77%。投资者们正在越来越多地采用主题投资策略,以取代或补充更为传统的依据基准的投资方式,从而能够打破行业和地理范围的限制。 我们发现了六个超级大趋势,让我们能够聚焦于最具吸引力的几大投资主题。根据这些超级大趋势,我们找到了几个增速最快的利润池,这些利润池得益于经济与社会发展的多方面支持,且涵盖领域广泛,包含多个投资主题。这几个超级大趋势分别是:社会进步、自动化、数字时代、绿色经济、医疗保健创新,以及不断演变进化的消费习惯。 主题过滤-信号灯系统构成了我们研究过程的关键。它让我们能够根据一套常见的标准来评估投资主题。这些常见的标准包括市场条件、估值以及增长潜力。该信号灯系统的一个重要作用是,它能帮我们避免因主题的采纳快于或慢于预期而过于乐观或悲观。 安全性选择和资本配置是我们研究过程中必不可少的组成部分。我们与专攻各自主题或行业领域的资深基金经理合作,进行全面深入的研究。为挑选合适的基金经理,我们会像对待所有的投资那样,以同样严格而细致的方式对这些基金经理做尽职调查。投资组合中的每一个头寸都有其作用,我们想让投资主题和超级大趋势成为驱动基金业绩的关键因素。 Original English Text By: Nicholas MandrinosThematic investing: allocating capital to long-term trends Thematic investing is about employing a forward-looking approach to managing money. It means allocating capital to trends that exhibit long-term structural growth and are unlikely to be constrained by short-term shocks. These megatrends give rise to the more granular investment themes that we are looking to invest in as part of the Global Thematic Investment Portfolio (GTIP). This long-term approach to investment is attractive to families and wealth creators. Our ideal client is one who thinks thematically, wants to align their capital to megatrends, has patience and a higher risk tolerance. By its nature, thematic investing is focused on capitalising on future trends. As such, it resonates well with millennials who are an increasing percentage of the investor universe. Thematic investing has been experiencing a significant rise in popularity over the last few years. Research from Broadridge discussed in a report by AXA IM shows that thematic funds globally reached AUM of EUR 520bn by the end of 2020. Assets have grown at an annual rate of 37% since 2018 and in 2020 the thematic market grew by 77%. Increasingly investors are turning to thematic investing to substitute or augment the more traditional benchmark aware methods, breaking free from the narrow constraints of sectors and geographies. We have identified six megatrends that enable us to focus on the most attractive investment themes. They help us find the fastest growing profit pools where there is support from multiple pillars of economic and societal development and in areas broad enough to contain multiple investable themes. These megatrends are Societal Advancement, Automation, Digital Age, Green Economy, Healthcare Innovation and Evolving Consumer. A crucial part of our process is our thematic filter - traffic light system. It enables us to assess investment themes based on a common set of criteria such as market conditions, valuations and growth potential. An important attribute of the traffic light system is that it helps us avoid pitfalls such as succumbing to excess hype or despair when adoption is faster or slower than expected. Security selection and capital allocation are a vital part of our process. We thoroughly research and partner with skilled, expert fund managers who are specialists within their themes or sectors. The due diligence process for selecting these managers follows the same detailed and rigorous approach we take with all our investments. Each position in the portfolio has a role, we want the investment themes and megatrends to be the key drivers of performance. 本文转载自雷梭勒家族办公室,如有侵权,敬请告知删除。 Sooswiss为您提供 瑞士方向私人管家式的定制服务: 1)家族传承 2)财富管理 3)瑞士投资 4)居留计划 5)税务优化 6)家族治理 更多资讯请登录网站 www.sooswiss.com
Unique professional opportunity! 雷梭勒瑞士总部招聘
Unique professional opportunity! 雷梭勒瑞士总部招聘公司简介总部位于瑞士纳沙泰尔并在中国上海设有亚洲办事机构的瑞士雷梭勒家族办公室,是一家充满活力并发展迅速的多家族办公室,主要面向亚太地区超高净值客户。 雷梭勒为客户提供独具特色的全方位服务,既能协助客户移居和定居瑞士,还为客户带来量身定制的金融投资机会。 我们优质的服务源自于专业积极的团队,团队成员拥有相关领域的所有必要技能和商业经验。“超越客户的期望”是我们的瑞士和上海团队的指导原则。 您对服务高要求的客户有热情吗?您有服务客户和管理复杂项目的经验吗?您是否能够在快节奏的环境中做到对细节的高度关注?如果是,请看下文! 我们目前正在寻找居住在纳沙泰尔且符合以下要求的人士(性别不限): 1 大客户经理岗位职责:密切跟进与客户的日常沟通,包括电子邮件、聊天、电话在时间压力下处理客户特殊要求定期开展活动以维护客户关系维护巩固与第三方的关系全面深入了解大客户的需求与要求 任职资格:学士学位,酒店管理、工商管理、经济学专业为佳必须中英双语(口语/书面语)流利,具备法语能力者优先考虑具有多任务处理、优先排序和有效管理时间的能力有管理客户/大客户的经验优秀的组织、沟通能力和计算机技能以解决问题为导向,团队精神较强人际交往能力强,具备良好服务态度 其它要求:拥有瑞士居留权(至少有C类许可证)有与亚洲客户和亚洲文化打交道的经验 2 项目经理 岗位职责:密切跟进与第三方的日常沟通,包括电子邮件和电话在时间压力下管理复杂项目根据明确的目标和指导方针发展第三方伙伴关系(政府部门、业务引荐人等)定期开展并参与活动,巩固业务关系策划、执行市场营销活动密切跟进项目预算与进度全面深入了解大客户的需求与要求 任职资格:学士学位, 酒店管理、工商管理或经济学专业者为佳必须英语(口语/书面语)流利,具备法语能力者优先考虑具有多任务处理、优先排序和有效管理时间的能力有管理复杂项目的经验优秀的组织、沟通和计算机技能具有较强分析能力,对数字敏感以解决问题为导向,团队精神较强人际交往能力强,具备良好服务态度 其它要求:拥有瑞士居留权(至少有C类许可证)有与亚洲客户和亚洲文化打交道的经验 3 行政助理(可兼职,至少一周三天) 岗位职责:协助项目经理和大客户经理的日常工作为各团队提供行政支持维护每周的团队日程表能够根据需要制定新的行政流程,或改进现有流程以提高效率跟进会议议程并记录会议纪要 任职资格:工商背景,有至少两年工作经验者为佳必须英法双语(口语/书面语)流利,懂中文者优先保密意识强,做事谨慎具有多任务处理、优先排序和有效管理时间的能力人际交往能力强,具备良好服务态度优秀的组织、沟通能力和计算机技能 其它要求:有瑞士居留权(至少有C类许可证)有与亚洲客户和亚洲文化打交道经验者优先有驾驶执照者优先 4 前台经理 岗位职责:接待来访者与客户在工作时间负责接待台提供办公室常规行政服务,如复印、扫描或打印文件安排会议室,准备所需材料分拣和转送内外部快递文件 任职资格:工商/酒店管理背景,有至少两年工作经验者为佳必须英法双语(口语/书面语)流利,懂中文者优先保密意识强,做事谨慎具有多任务处理、优先排序和有效管理时间的能力人际交往能力强,具备良好服务态度优秀的组织、沟通能力和计算机技能有与亚洲客户和亚洲文化打交道经验者优先考虑 其它要求:有瑞士居留权(至少有C类许可证) 职位面试持续进行中。请尽快发送电子邮件至swissoffice@lasoleille.com提交您的申请。我们注重团队的多样性及多元文化,不同的观点和经验都将得到重视。 Original English Text La Soleille Family Office (LSFO) in Neuchâtel and Shanghai is a dynamic fast-growing multi-family office focusing on a clientele from the Asia-Pacific region. LSFO offers a unique 360-degree service taking care of all aspects related to moving to and settling down in Switzerland as well as providing tailor-made financial and investment opportunities. All this being made possible thanks to a highly professional and pro-active team representing all necessary skills and business experiences in the relevant fields. “Exceed expectations” of our clients is our guiding principle for our teams in Switzerland as well as in Shanghai! Do you have a passion for a demanding clientele? Do you have experience with serving clients and managing complex projects? Do you have strong attention to details in a fast-paced environment? If so, go on reading!! We are currently looking for an experienced Neuchâtel based Key Account Manager (m/f/d) Your role:Monitor daily communications with clients, including email, chat, phone callsManage special requests under time pressure Initiate regular events to enforce the relationship with the clients Develop strong relationships with third partiesAcquire a thorough understanding of key customer needs and requirements Qualifications:Bachelors degree – ideally hospitality, business administration, economicsFluency in English and Chinese (oral / written) is a must, and/or French highly desired Ability to multitask, prioritize, and manage time efficientlyExperience in managing clients / key accountsExcellent organizational, communication, and computer skills Solution-oriented & strong team playerExcellent interpersonal skills with a service-oriented attitude Requirements:Swiss Residency (minimum C permit)Experience with Asian clients and culture Project Manager (m/f/d) Your role:Monitor daily communications with third parties, including email & phone callsManage complex projects under time pressure Develop third party partnerships (authorities, business introducers etc…) with clear goals and guidelines Initiate and participate in regular events to promote and enhance business relationshipsAssist in planning and execution of marketing activities Closely monitor budgets and progresses of ongoing projects. Acquire a thorough understanding of key customer needs and requirements Qualifications:Bachelors degree – ideally hospitality, business administration or economicsFluency in English (oral / written) is a must, French highly desired Ability to multitask, prioritize, and manage time efficientlyExperience in managing complex projectsExcellent organizational, communication, and computer skills Solid analytical skills and strong aptitude to work with figuresSolution-oriented & strong team playerExcellent interpersonal skills with a service-oriented attitude Requirements:Swiss Residency (minimum C permit)Experience with Asian clients and culture Administrative Assistant 60% – 100% (m/f/d) Your role:Support the project and key account managers in their daily activitiesProvide administrative support to the different teamsMaintain the weekly team schedule Identify the need for new or adjusted administrative procedures to improve efficiency Keep track of the agenda and record meetings Qualifications:Commercial background, ideally with at least two years’ work experience Fluency in English and French (oral / written) is a must, Chinese is a plus Respectful of high levels of confidentiality and discretionAbility to multitask, prioritize, and manage time efficientlyExcellent interpersonal skills with a service-oriented attitudeExcellent organizational, communication, and computer skills Requirements:Swiss Residency (minimum C permit)Experience with Asian clients and culture is a plus Driver’s license is a plus Front Desk Manager (m/f/d) Your role:Receive and welcome guests and customers Operate the reception desk during working hoursProvide general office work such as copying, scanning, or document printingArrange conference rooms including materials required Sort and forward the internal and external courier Qualifications:Commercial/hospitality background, ideally with at least two years’ work experience Fluency in English and French (oral / written) is a must, Chinese is a plus Respectful of high levels of confidentiality and discretionAbility to multitask, prioritize, and manage time efficientlyExcellent interpersonal skills with a service-oriented attitudeExcellent organizational, communication, and computer skillsExperience with Asian clients and culture is a plus Requirements:Swiss Residency (minimum C permit)Interviews for the role will be scheduled continuously, so please submit your application as soon as possible by e-mail to swissoffice@lasoleille.com. It is important for us to have a diverse and multi-cultural team, therefore we value different perspectives and experiences. 本文转载自雷梭勒家族办公室,如有侵权,敬请告知删除。 Sooswiss为您提供 瑞士方向私人管家式的定制服务: 1)家族传承 2)财富管理 3)瑞士投资 4)居留计划 5)税务优化 6)家族治理 更多资讯请登录网站 www.sooswiss.com