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GLOBAL INVESTMENT ADVISORY

AN ART – NOT A SCIENCE

 

SERVICES
 

COMMITTEE MEMBERSHIP

 

Bringing 30 years of investment experience as an external member to Investment Committees and Advisory Boards

INVESTMENT ADVISORY

 

Advisory/Consulting mandates for Pension Funds, Institutional Investors and High Networth Individuals covering Strategy, Structure, Manager & Fund Selection and ongoing Supervision

FAMILY OFFICES

 

Single Family Office Services as external CIO and Investment Advisor/Consultant and exclusive Single Family Office Solution Offerings/Structures

HEDGE FUND ADVISORY

 

Advisory and Engineering of Hedge Fund Portfolios, Second Opinion and Portfolio Analysis mandates for Hedge Fund portfolios for Pension Funds and High Networth Investors

PROJECT MANAGEMENT

 

Mandates for Manager/Fund Selection, Custodian/Consultant Selection, Second Opinion/Portfolio Analysis and Optimization Studies

PORTFOLIO ENGINEERING

 

Sparring-Partner Mandates with Investors, Engineering of traditional and alternative Assets portfolios, structural and risk/return optimization projects

ABOUT KOTTMANN ADVISORY AG

Kottmann Advisory AG has been founded back in 2001 by Dr. Felix A. Kottmann. He is an Investment Advisory Specialist for Institutional Investors such as Pension Funds, Endowments, Family Offices and High Network Individuals. 

2005, Kottmann Analytics LLC, Dubai, has been founded for non-Swiss based clients. In addition, Kottmann Advisory AG cooperates with MFC Mikulik Financial Services, Vienna, for Austria and Masterpiece Advisors LLC, New York, for the Hedge Fund related services

Kottmann Advisory AG offers unique features:

Full independence​

No business relations with banks = no credit lines

100% of shares with Dr. Felix A. Kottmann

Key focus on best-in-class solutions for all services

No asset managers, no banks, no regulators as clients

Paid by investment clients only​

Prudent Investor's rule is Kottmann's fundamental belief.  «Best-in-class in all we do» - this is the overall credo of Kottmann Advisory AG. Capital preservation is always prioritized – even above return hunting.  

Only Risk can be managed, Return is arbitrary and random. That's why Asset Management is an art, not a science. Successful results are achieved by individuals rather than companies. Popular and trendy investments are not our focus. For mainstream solutions, Investors do not need an Advisor. We go the extra-mile for each client to achieve outstanding results. Practical high level investment management expertise is imperative, knowing the text-book is not sufficient.

Kottmann Advisory works independently and exclusively for its clients - there are no free publications and no media work. The clients deserve a censorship-free and fully transparent approach and not the consultant's preferences and pre-selected solutions.

Long-term results, sharpe ratios and their stability within the peer group are the main focus. The diversification lies within three to six funds per asset class instead of allocating direct mandates to 1 or 2 managers. Hire and Fire is not Kottmann's selection approach as we learned in 30 years to evaluate long-lasting "team-structures" is the only way to succeed

 
 

CONTACT
US

Kottmann Advisory AG

Zollikerstrasse 153

Postfach

CH-8021 Zurich

Email: info@kottmann-advisory.com

Tel:  +41 (0) 79 769 21 80

For any general inquiries, please fill in the following contact form:

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