Franklin Watson Investments AG is an independent asset and wealth manager based in Switzerland with the following core principles:
- Aligned incentives: “our client partners’ interests are 100% aligned with ours'”
- My family’s wealth is committed to the same strategy and investments.
- Our fee structure is performance-driven with a base salary to cover running costs.
- Independent: we are not obliged to any external financial intermediary and negotiate the lowest possible prices with any custodian bank in your favour.
- Transparent: we accept no hidden third-party incentives (retrocessions)!
- 1% management salary and 25% performance fee above 4-5% net-return with a high-water mark.
- Lower fees for higher assets under management (AuM)
- Value investing: our investment strategy is based on the principles of value investing seeking to identify undervalued securities. We conduct independent research with the aim to generate long-term capital growth for our client partners.
- Values:
- Long-term value generation for society: we are focused on the value added of businesses
- Honesty, confidentiality and accountability
- Integrity: responsibility toward my partners, society, and the environment
- Ethics: we don’t invest in the defence sector – there are are many more pleasant investment opportunities and we sleep a lot better at night knowing that our investments don’t cause harm to society
- Business owner mindset: we consider ourselves owners of a piece of a real business and not as traders in securities – we don’t engage in speculation
Welcome to Franklin Watson Investments 