Franklin Watson Investments AG is an independent asset manager based in Zug, 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% net-return with a high-water mark.
- 0.5% management salary and 25% performance fee above 5% net-return for > CHF 20 million with a high-water mark.
- 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.
FIDLEG Kundeninformationen 