On October 10th, 2006 Rüegg Asset Management AG was officially recorded in the Commercial Register at the “Zürich-Riesbach” notary office. Our company was founded with the ambitious goal of offering our clients highly personalized services in the area of asset management, based on the investment philosophy, experience and in-depth research of Raymond Rüegg.

The philosophy aims at offering highly sophisticated investment opportunities in terms of quality, security and long-term returns, at the lowest possible risk; to generate added value for investors through elaborate in-depth research and to protect them from losses.

The criteria for the selection of the counterparts will be their quality and the attractiveness of the terms offered; after all, the key performance indicator is the net return after expenses.

Participation by Rüegg Asset Management AG in the appreciation value of the portfolios constitutes a further powerful motivation for above-average performance. There is, however, a so called “high-water mark limit”, i.e. possible past losses must be made up before any profit-sharing can be claimed. This ensures that Rüegg Asset Management AG will not embark in hazardous investments, but instead will do their utmost to protect their client from risks and provide the highest possible sustainable added value to his portfolio.
 
The charges are structured to conform to prevailing levels when a normal historical rate of return is achieved. If the performance is above average, both the client and Rüegg Asset Management AG will benefit. Conversely, the charges would be lower with a below-average rate of return, which obviously can never be the long-term objective of Rüegg Asset Management AG.