Discovering Investment
Opportunities

WE ARE DISCOVERERS IN CONSTANT SEARCH FOR WORLDWIDE INVESTMENT OPPORTUNITIES.

Our 30 years of experience in global investment opportunities makes us a credible partner and reliable adviser for clients who want personal advice on their investments, brilliant investment ideas, exclusivity and a partner in Switzerland.

WHAT MAKES US DIFFERENT

We respond quickly and flexibly to customer needs. Our willingness to travel and our network of relationships throughout the world gives us access to many markets and business cultures and enables us to identify interesting investment opportunities worldwide quickly. We implement these in investment decisions in consultation with you. And we also invest our money in the same opportunities that we recommend to our customers.

We do not document our professionalism through the stiff atmosphere of banks, but through our investment capabilities. That is why we strive for a long-term relationship with you, based on partnership and friendship, supported by objectivity and professionalism.

OUR TRACK RECORD

  • 2010 until 2020

    In the years from 2010 to 2020, we took advantage of the generalised decline in interest rates to capitalise on corporate and high yield bonds, given the new monetary policy adopted by the various central banks worldwide.

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  • 2006

    Together with our clients, we have founded some vehicles with specific investment objectives, including a successful real estate company focussing on Russia, which is listed on the Luxembourg stock exchange and is probably one of the few success stories for foreign investors in Russia.

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  • 2003

    In 2003, we established the first European SICAV fund based on Russian equities and benefited from the severe undervaluation of companies listed there. Subsequently, further SICAVs have been established, with a focus on corporate bonds and value equities.

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  • 1999 until 2003

    Between 1999 and 2003, together with our clients, we invested in Russian, Ukrainian and Argentinian bonds at distressed prices and were able to profit greatly from repayment or restructuring.

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Services

Services

INCREASING WEALTH

To us, increasing wealth means applying a strict value approach to investing assets and aligning your investments optimally from the point of view of returns and risks. As far as returns are concerned, we ourselves as investors know that outperforming a benchmark is not satisfying if you still loose assets. That is why we strive for absolute positive returns.

We believe that the serious risk is not market volatility – this is tolerable. On the other hand, we try to avoid the permanent threat to capital. Value investing requires discipline. We are prepared to wait as long as necessary until the value of our investment is achieved.

INVESTMENT PHILOSOPHY

When the wind turns it is usually a clear sign of a significant change. Recognising in good time when things are turning on the financial markets not only makes it possible to avoid emotionally charged decisions with mostly negative effects, but also to benefit from opportunities early on.

We try to identify global trends at an early stage and anticipate market developments rather than passively enduring them. Within these trends we identify investment topics which we analyse using a quantitative value approach. Our motto is act, not react. We structure our clients’ portfolios according to this approach.

DYNAMIC ASSET MANAGEMENT

Our core competence lies in the area of asset management in stocks, fixed-income securities and liquidity. We systematically evaluate the investment environment and the possible investment instruments for opportunities and risks.
The aim of the dynamic asset management is to benefit from the periodic good weather conditions on the financial markets and to find shelter from the storms on time. So far, we have managed to survive such storms, which is confirmed by our performance and the long term trust of our customers.

FAR SIGHTED

We think further than just to the end of the year. That is why our systems prove themselves for short-term opportunities as well as for long-term developments.

FOR OUR CLIENTS

We manage the assets of entrepreneurs, wealthy families and individuals as well as foundations and family offices. Our clients' investment objectives range from asset preservation and income generation to capital gains and are pursued in the context of both relative and absolute returns.
Investment goals are reflected in the portfolios of our clients: We deliver tailor-made investment goals through personalised solutions.

INDEPENDENT

We do not pursue any interests other than those of our customers. We do not expect you to take any risks that we do not take ourselves. Because we invest our own assets in exactly the same way as those of our customers.

DIRECT ACCESS

We maintain an open and direct communication culture. We always keep our customers up to date. They have direct and personal access to the portfolio managers. Upon request, our clients also have online access to their portfolio and are able to understand the decisions and performance of their assets at any time.

OUR ADDED VALUE

Asset allocation and security selection are our main competences. We aim to be among the best in the market in these areas.
These two investment decisions determine to a large extent the overall performance of the portfolios. Asset allocation decisions include not only the allocation of the portfolio capital to the top level by asset class, but also the selection of fixed income segments as well as equity regions and sectors.
For our macro strategies, we use a structured and highly disciplined investment process. To select instruments, we have quantitative financial models that have been developed internally over a period of more than two decades.

DYNAMIC ASSET MANAGEMENT

Our core competence lies in the area of asset management in stocks, fixed-income securities and liquidity. We systematically evaluate the investment environment and the possible investment instruments for opportunities and risks.
The aim of the dynamic asset management is to benefit from the periodic good weather conditions on the financial markets and to find shelter from the storms on time. So far, we have managed to survive such storms, which is confirmed by our performance and the long term trust of our customers.

FAR SIGHTED

We think further than just to the end of the year. That is why our systems prove themselves for short-term opportunities as well as for long-term developments.

FOR OUR CLIENTS

We manage the assets of entrepreneurs, wealthy families and individuals as well as foundations and family offices. Our clients' investment objectives range from asset preservation and income generation to capital gains and are pursued in the context of both relative and absolute returns.
Investment goals are reflected in the portfolios of our clients: We deliver tailor-made investment goals through personalised solutions.

INDEPENDENT

We do not pursue any interests other than those of our customers. We do not expect you to take any risks that we do not take ourselves. Because we invest our own assets in exactly the same way as those of our customers.

DIRECT ACCESS

We maintain an open and direct communication culture. We always keep our customers up to date. They have direct and personal access to the portfolio managers. Upon request, our clients also have online access to their portfolio and are able to understand the decisions and performance of their assets at any time.

OUR ADDED VALUE

Asset allocation and security selection are our main competences. We aim to be among the best in the market in these areas.
These two investment decisions determine to a large extent the overall performance of the portfolios. Asset allocation decisions include not only the allocation of the portfolio capital to the top level by asset class, but also the selection of fixed income segments as well as equity regions and sectors.
For our macro strategies, we use a structured and highly disciplined investment process. To select instruments, we have quantitative financial models that have been developed internally over a period of more than two decades.

Company

Company

Team

Nino Addonizio

Nino Addonizio, Doctor of Economics, founded Nordsüd Asset Management AG in 1997 after 15 years of experience with international financial institutions such as Bankhaus Gebrüder Bethmann (Frankfurt), Unicredit (Milan), and Alpenbank (Austria), where he worked as an analyst, in equity sales, as a trader and then as an investment advisor. In 2007 he founded Q7 Fund Management AG, whose original purpose was to manage and support funds and which today, as 27 Advisory AG, focuses on real estate investments.

 

From 2003 to 2017, Mr Addonizio was a member of the Board of Directors of New Millennium Sicav in Luxembourg and, since 2018, he has been a member of the Board of Directors of AZ Swiss & Partners, a fund management company supervised by FINMA. Nordsüd Asset Management AG has been an active member of the Swiss Association of Asset Managers (SAAM) in Zurich for 20 years.

Nino Addonizio

Nino Addonizio, Doctor of Economics, founded Nordsüd Asset Management AG in 1997 after 15 years of experience with international financial institutions such as Bankhaus Gebrüder Bethmann (Frankfurt), Unicredit (Milan), and Alpenbank (Austria), where he worked as an analyst, in equity sales, as a trader and then as an investment advisor. In 2007 he founded Q7 Fund Management AG, whose original purpose was to manage and support funds and which today, as 27 Advisory AG, focuses on real estate investments.

From 2003 to 2017, Mr Addonizio was a member of the Board of Directors of New Millennium Sicav in Luxembourg and, since 2018, he has been a member of the Board of Directors of AZ Swiss & Partners, a fund management company supervised by FINMA. Nordsüd Asset Management AG has been an active member of the Swiss Association of Asset Managers (SAAM) in Zurich for 20 years.

Daniel Stoll

Daniel Stoll has been a member of the Board of Directors of Nordsüd Asset Management AG since it was founded and is a senior partner at Thouvenin Rechtsanwälte, a leading Swiss commercial law firm in Zurich. After graduating from the University of Zurich, he worked in the legal department of a major Swiss bank in Zurich, Basel and New York. He has a wide range of experience advising on banking, financial market, commercial and inheritance law and disputes, as well as in financial-regulatory procedures. In addition to his work for Nordsüd Asset Management AG, he is also a member of the Board of Directors of several other companies in the fields of the financial industry, real estate, retail and technology. Daniel Stoll has published extensively on topics in his areas of expertise.

Daniel Stoll

Daniel Stoll has been a member of the Board of Directors of Nordsüd Asset Management AG since it was founded and is a senior partner at Thouvenin Rechtsanwälte, a leading Swiss commercial law firm in Zurich. After graduating from the University of Zurich, he worked in the legal department of a major Swiss bank in Zurich, Basel and New York. He has a wide range of experience advising on banking, financial market, commercial and inheritance law and disputes, as well as in financial-regulatory procedures. In addition to his work for Nordsüd Asset Management AG, he is also a member of the Board of Directors of several other companies in the fields of the financial industry, real estate, retail and technology. Daniel Stoll has published extensively on topics in his areas of expertise.

Sonja Frascaria

Sonja Frascaria has 12 years of banking experience at financial institutions such as Sanpaolo IMI and Credit Suisse, first as an assistant investment advisor and then as a client advisor in the field of private banking. She joined Nordsüd Asset Management AG in 2000 as Relationship Manager and Governance and Money Laundering Officer; in 2009 she was appointed Deputy Director. Ms Frascaria contributed to the development of 27 Advisory AG with the current focus on real estate investments, for which she has also been registered in the Commercial Register as Deputy Director since 2009.

 

Ms Frascaria is the first point of contact on any matters and, if necessary, she involves various internal or external experts in the processes.

Sonja Frascaria

Sonja Frascaria has 12 years of banking experience at financial institutions such as Sanpaolo IMI and Credit Suisse, first as an assistant investment advisor and then as a client advisor in the field of private banking. She joined Nordsüd Asset Management AG in 2000 as Relationship Manager and Governance and Money Laundering Officer; in 2009 she was appointed Deputy Director. Ms Frascaria contributed to the development of 27 Advisory AG with the current focus on real estate investments, for which she has also been registered in the Commercial Register as Deputy Director since 2009.

Ms Frascaria is the first point of contact on any matters and, if necessary, she involves various internal or external experts in the processes.

Contact

NORDSÜD ASSET MANAGEMENT AG

RENNWEG 27
CH – 8001 Zürich
PHONE: +41 44 250 44 88
EMAIL: info@nsam.ch

 

Please do not hesitate to contact us for information and if you have questions you would like answered.

Contact form

Fill out the form below or call us. We strive to respond to all inquiries within 24 hours on business days.

    Supervision
    Memberships

    NORDSÜD ASSET MANAGEMENT AG

    RENNWEG 27
    CH – 8001 Zürich
    PHONE: +41 44 250 44 88
    EMAIL: info@nsam.ch

     

    Please do not hesitate to contact us for information and if you have questions you would like answered.

    Kontaktformular

    Fill out the form below or call us. We strive to respond to all inquiries within 24 hours on business days.