Our essence is to build partnerships with our clients
We want to get to know the customers, to build the relationship with them over time, to contact them regularly.
Company
Clipperton SA started in an environment where new tax transparency regulations require independent managers to stand out through their skills. Although young, our employees have decades of cumulative experience in the investment markets and finance.
We were born with negative interest rates, a major paradigm shift that forces creativity in the search for returns. We have broadened our investment universe by bringing together a versatile team capable of generating value across all asset classes.
We are an active member of the SAAM- Swiss Association of Asset Managers. The code of conduct in the areas of ethics, professionalism and financial integrity dictated by our regulators insures client protection as well as confidentiality. In addition to that, we undergo regular audits and all transactions are being monitored to comply with stringent financial regulations such as the Anti-Money Laundering Act (AMLA).
Activities
Our role as manager is to decipher the markets for our clients, identify the clearest opportunities and design investment solutions to better manage their financial wealth. We work with our clients in a spirit of partnership. It is about building a relationship of trust over the long term and this requires absolute transparency.
Our range of activities stems from the fact that each client is unique and represents different needs and priorities. Therefore, each solution is customer specific.
Clipperton's wealth management solutions will help you meet all the wealth management challenges you face today and in the future, as your needs change.
Our Values
- Confidentiality
- Independence and transparency
- Integrity
- Understanding and respect
- Performance
Our Priorities
- Listen to your needs
- Understand your investment philosophy
- Assess your risk profile
- Set investment objectives
Our service providers
Business may be about products and services; however, the most critical factor in the establishment of long-term business partnerships is linked to people. Clipperton is all about people and relationships developed over the long term through trust. Trust is built by offering our clients independent, tailored-made solutions, underlined by frequent and concise communication.
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