
Our Office
(Click here).
Our company is an
Independent Asset Management company established since 1996,
and
located on the shores of Lake Geneva and Matterhorn Region, the Olympic Capital
of Lausanne, Switzerland.
Capital Performance Partners SA
offers a personalized service tailored to particular needs objectives
and risk/reward parameters. The service is based on stability, security and
discretion, meeting the specific needs of each client.
Our Asset Management activities are
handled through major banks in Switzerland and overseas.
Mr. Pierre Shama, the Director of our
Company has been associated at the executive level with major Wall Street
Investment Banking Firms for over
twenty years. He is also an active member of
the
VSV-ASG- SAAM, the
Swiss
Association
of Asset
Managers,
the
leading professional association for
around 770 independent asset managers in Switzerland.
What
is Independent Asset Management ?
In general, an Independent Asset Manager manages the assets of his/her client and advises
them in matters of finance and capital.
Independent Asset
Managers are additionally distinguished by the manner in which they look
after the customer's assets according to their own convictions, meaning, free
from third-party influence.
One benefit to the
customer is that the choice of investment products is not limited. Furthermore,
an Independent Asset Manager often has more time for customers and therefore is
able to provide add value thorough advice in a more diverse framework.
Through the management
agreement, the Independent Asset Manager acts on behalf of the client. His
portfolio lies in the account at the deposit bank.
Our Values: Trust,
Stability & Loyalty
Our philosophy is providing to our customers
trust, stability, loyalty and an increase their assets profitability.
Our customers’ satisfaction is what keeps us moving forward. We
look to offer optimal tailored solutions. Respond quickly to needs and adjust
asset management accordingly. All this is possible by our skills, know-how and
by keeping our quality values on a
continuous higher levels :
Our customers historical and loyal relashionship
lasts since many years.