Roger Dürig

Provides private banking and investment management services

FBZ is an active, conservative investment manager focused on capital preservation, with a medium- to long-term investment horizon. The bank invests globally in equity, debt and money-market instruments, as well as in alternative investments. The bank's overall investment approach is defined and regularly updated by an investment committee, then adapted for each client. Their investment strategy relies on diversification, strong currencies, liquid markets and high-quality securities. The investment process is top-down and quantitative. The firm identifies macro-economic trends affecting currencies and global markets, considers market developments and world economic forecasts, then allocates assets to maximize performances under these specific circumstances. Investment intelligence is outsourced from security analysts and brokers based in major financial centers. The firm's systematic investment process consists in ranking individual markets and securities according to their attractiveness. FBZ invests their single market fixed-income funds (Swiss, US and Euro) in high-grade bonds. The firm invests in international, European, and emerging market equity, across all market caps but favoring large-cap companies. They seek to invest in large companies with sound earnings and a solid financial structure.