SILEX Investment Solutions

Provide quality investment solutions
tailored to clients’ specific needs

Investment Solutions is the unit of the SILEX group dedicated to supporting its partners at every stage of their investment decisions. It is built around the needs of Wealth Management and offers a range of solutions adapted to constraints and the environment, combining human expertise and technology

Our expertise

A tailor made, multi facet offer

Find all the SILEX expertise within a broad range of investment vehicles to be ever more reactive and more in line with the expectations of our partners

Managed certificates and proprietary indices

We offer a line of actively managed certificates and proprietary indices that draw on our fundamental research and SPARK technology

Dedicated investment funds and mandates

We can give select wealth managers delegated access to our SPARK platform, so they can use it for their own clients

Structured products

Our experts have strong backgrounds in derivatives, and can use our status as an independent, open-architecture firm to negotiate beneficial terms with counterparties. We can also make targeted investment recommendations tied directly to our SPARK platform

SILEX in figures

SILEX founded
Areas of expertise
initiated products over a year
in assets managed or advised
tailor-made investment solutions
Counterparties

A dedicated team

The team

Paris

Manager Paris desk

Patrick Paillol

Paul

Baignères

Martin

Detroyat

Olivier

Corbeau

Antoine

Fontana

Sébastien

Cariou

Elisa

Navarro

Geneva

Manager Geneva desk

Baptiste Leynaud

Managing partner

Nicolas Amatoury

Raphaëlle

Mahieu

Arnaud

Loechleiter

Benjamin

Hazan

Clémentine

Merle

Jérôme

Paganini

Elisabeth

Gauguet

Juan

Lopez Lago

Joana

Reis Lopes

Andre

Zilio

Hadrien

Mauve

Gregory

Guillas

Eduardo

Marques

Lugano

Raphaëlle Mahieu

Arnaud Loechleiter

Zurich

Manager Zurich desk

Adrian Steinherr

Patrick Bärtschi

José Muñoz Aguirre

Coralie

El Hakim

Ugo

Rodriguez

Adrien

Prieto Vaz

Théo

Gryzka

Cédric

Toutounji

Maxime

Alimi

Barthélémy

Debray

Julien

Leroy

Jérôme

Chataing

Fabien

Payet

Thomas

Orbolato

Contrôle & Finance

Thibault Hepp

Cédric Raoelison

Human Ressources

Clémence Guillet

Marketing - Event

Gwendoline Laroche

Our experts from the Investment Solutions department are all experienced professionals with complementary skills that they put to work for our clients

The one value we all share is a entrepreneurial spirit, in that we are all motivated by agility, innovation, rapid decision-making, independence, and a desire to see tangible results

Our goal is to provide high-quality investment services that are tailored to clients’ needs, but that are also differentiated thanks to our SPARK technology platform

With you at every step of the investment process

MARKET ANALYSIS
Our specialists conduct granular analyses of market opportunities
PRODUCT ENGINEERING
Our experts implement specific strategies through dedicated funds and certificates, managed using our SPARK technology platform
MARKETING & DISTRIBUTION
We can provide marketing materials (including white-labelled), sales documentation, and assessments with respect to client needs
NEEDS ANALYSIS
We start with a thorough understanding of clients’ needs, constraints, risk appetites, and investor profiles, which we use as a basis for making targeted recommendations
INVESTMENT PROPOSAL
We can provide full proposals in response to specific requests. Our open-architecture approach means we are well positioned to seize many opportunities
PRODUCT STRUCTURING
Together we will agree on the method for calculating fees, the benchmarks to be used, the issuer and legal structure, the duration of our services, investment maturities, and other features
ONGOING SUPPORT
We will provide ongoing support to ensure valuations are calculated consistently, to generate reports, and more

Our areas of expertise

Our investment solutions draw on our strengths in fundamental research and quantitative analysis, which are implemented through our investment strategies

Equities

Three areas of expertise – fundamental research, quantitative analysis, and diversification through derivatives

Our SPARK technology platform and its ecosystem of quantamental investment tools, which let us effectively manage our portfolios’ factor-based exposure

Fixed income

Market convictions based on extensive fundamental research; our portfolio managers have the knowledge and experience to identify pockets of value that can be found among various regions, sectors, securities, and duration profiles

Expertise coupled with our SPARK technology platform, allowing us to implement effective portfolio allocations drawing on the results of our constrained optimization algorithms

Cross asset

Expert convictions formed within and between the major liquid asset classes of equities, bonds, corporate credit, currencies, and commodities

Our SPARK platform, which allows for rigorous portfolio optimization and robust risk management in line with specific objectives

Convertible bonds

Convertible bonds are a hybrid asset class. They enable us to profit in part from the upside potential of equity markets, while controlling the level of volatility thanks to the bond component, which acts as a parachute. Convertible bonds management fits perfectly with the SILEX management philosophy.

Equities

Three areas of expertise – fundamental research, quantitative analysis, and diversification through derivatives

Our SPARK technology platform and its ecosystem of quantamental investment tools, which let us effectively manage our portfolios’ factor-based exposure

Fixed income

Market convictions based on extensive fundamental research; our portfolio managers have the knowledge and experience to identify pockets of value that can be found among various regions, sectors, securities, and duration profiles

Expertise coupled with our SPARK technology platform, allowing us to implement effective portfolio allocations drawing on the results of our constrained optimization algorithms

Cross asset

Expert convictions formed within and between the major liquid asset classes of equities, bonds, corporate credit, currencies, and commodities

Our SPARK platform, which allows for rigorous portfolio optimization and robust risk management in line with specific objectives

Convertible bonds

Convertible bonds are a hybrid asset class. They enable us to profit in part from the upside potential of equity markets, while controlling the level of volatility thanks to the bond component, which acts as a parachute. Convertible bonds management fits perfectly with the SILEX management philosophy.

Paris

9 rue Beaujon
75008 Paris
FRANCE
+33 1 83 75 91 94

Geneva

Rue de Villereuse, 22
1207 Geneva
SWITZERLAND
+41 22 310 66 00

Luxembourg

36-38 Grand-Rue
1660 Luxembourg
LUXEMBOURG
+352 278 605 04

Lugano

Via Crocicchio Cortogna 2
6900 Lugano
SWITZERLAND
+41 91 980 00 20

Zurich

Bleicherweg 7
8002 Zurich
SWITZERLAND
+41 44 319 78 89

Monaco

38 boulevard des Moulins
98000 Monaco
MONACO
+377 99 90 24 54

Lugano

Via Crocicchio Cortogna 2
6900 Lugano
SWITZERLAND
+41 91 980 00 20

Zurich

Bleicherweg 7
8002 Zurich
SWITZERLAND
+41 44 319 78 89

Monaco

38 boulevard des Moulins
98000 Monaco
MONACO
+377 99 90 24 54