KTS CAPITAL MANAGEMENT

“A wise man should have money in his head but not in his heart.”

Jonathan Swift

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” Robert Kiyosaki

KTS Capital Management is an independent multi-client family office & investment advisor based in Zurich.

Established in 2009, KTS is designed to provide high net worth families with professional comprehensive advice for their complex asset structures.

KTS offers a wide range of family office services & invests on the client’s behalf in the most active financial markets. KTS provides assistance in developing a successful family governance system & develops integrated, customized solutions for all financial affairs.

KTS is located in an established & safe jurisdiction. International investors trust Switzerland for its stable political & economical framework.

Understand
KTS believes it is fundamental to understand the family’s values, needs, culture and requirements related to financial capital.

Approach
KTS’ investment approach is a sound risk management system that optimizes diversification.

Diversify

Diversification is key to entrepreneurial families to ensure capital preservation and growth.

Regulation
KTS is a member of the SRO PolyReg and PolyAsset Associations and is required to comply with the strict “PolyReg Code of Ethics and Professional Conduct”.
These rules include an annual independent review of all business activities by an auditor recognized by the Swiss Financial Market Supervisory Authority (FINMA).
KTS is FI registered under FATCA (Foreign Account Tax Compliance Act, USA).

Independence
KTS is 100% owned by its founders and is entirely independent from financial providers and banks.

No Conflicts of Interest
Objectivity & independence guarantee solutions which avoid conflicts of interest.

Integrity
KTS believes in building honest & productive long-lasting relations with its Clients.

Tailor-Made & Integrated Solutions
KTS provides personalized, customized & integrated solutions which include asset management, legal & tax consulting, investment controlling.

Cost Transparency & Security
KTS’ fee structures are simple, transparent & fair.

Sponsorships
KTS acts as a Sponsor for Special Olympics Switzerland 2014, Sponsorship Network International & for the public viewing in Meilen, Zurich (FIFA World Cup 2014).

Extensive Understanding of Clients’ Requirements
Frequent reviews & analysis of clients’ overall financial situation.

Systematic Solutions to Financial Planning
A broad range of sophisticated strategies & services.

Long-term Strategic Asset Allocation
Based on state of the art wealth management planning & implementation.

Network
KTS’ clients benefit from an established network with first class banks, lawyers, accountants, auditors & tax advisors.

“You don’t need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ.” Warren Buffet

KTS engages in long-term strategic investment planning which extends across generations.

The key objective is to preserve clients’ wealth. KTS relies on established partnerships with a wide range of investment managers and financial institutions, this allows access to solutions which evaluate current and future opportunities as a basis for long term strategic asset allocation.

For high net worth clients, KTS Capital Management AG and its subsidiary KTS Financial Services AG offer a complete range of family office services.

KTS pursues a long-term and solid investment strategy, assists with the selection of bankers and investment managers, monitors financial strategies and performance, provides consolidated reporting of financial positions.

Personal Services Accounting Services Property Management KTS Products Advisory Mandates Dicretionary Mandates

Personal Services

  • Financing / leasing / registration of private planes, yachts & boats
  • Private sale of luxury real estate & works of art
  • Relocation services
  • Secretarial & concierge services
  • Private placements
  • Consulting & educating younger generations about personal wealth management
  • Ensuring that the family’s philanthropic wishes are fulfilled

Accounting Services

KTS connects with leading Swiss accountants to offer first class accounting services. Consolidation of portfolios held at various banks, monitoring of mandates and performance as well as arranging tax returns. KTS consolidated reports offers clients a greater transparency on their holdings and allows them to make significant progress in selecting the best managers available.
KTS also offers tax advisory and reporting to its clients.

Property Management

  • Liaise with real estate agents and property managers (either for investment purposes or personal use)
  • Property management services (rent collection, insurance, maintenance, etc.)
  • Other assets such as fine art collections, aircraft and yachts
  • Arranging financing / leasing / registration / insurance of private planes, yachts & boats
  • Arranging purchase / registration / insurance of fine arts

Investment Advisory Mandates

The client instructs KTS to advise with respect to investment strategies. All investment decisions remain with the Client in every instance. The clients’ assets are kept in safe custody at their chosen bank. In the case of an Investment Advisory Mandate, investment instructions are defined and the nature of the investments is determined together with time parameters.

Discretionary Asset Management Mandates

The client mandates KTS to manage assets according to agreed investment instructions. The clients’ assets are kept in safe custody at their chosen bank. A Discretionary Asset Management Mandate is restricted so that KTS cannot move assets on its own authority.

“Rule No. 1: never lose money; rule No. 2: don’t forget rule No. 1.” Warren Buffet

Are you a Qualified Investor?
This website has been created by KTS Capital Management AG, Zurich, Switzerland (hereinafter “KTS”), for information purposes only. KTS selects the data and information contained in the website with utmost care from sources it believes to be reliable and carries out periodical updates. However, KTS may not be held responsible in connection with the accuracy, reliability and completeness of the published information. Furthermore, such information may be changed without notice.

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KTS Tailor-Made

“An investment in knowledge always pays the best interest.” Benjamin Franklin

KTS is an independent asset manager which values entrepreneurship and satisfies the highest professional standards.

KTS Team has a solid background & long-standing experience in Private Banking & Asset Management originated within some of the major international financial institutions, and a prominent track-record of servicing high profile clients.

The success of KTS relies on professional, motivated & talented individuals who have the passion and commitment to make the difference.

 





Filippo Pedotti
Managing Director

Filippo founded KTS in 2009 in partnership with two investors and is the Managing Director of the company.

Filippo started his career at UBS Wealth Management, where he embraced a training program for young graduates (JKP). After that, he became a Wealth Manager and two years later transitioned into a position in the UBS subsidiary GAM (Global Asset Management) as Private Client Manager for GAM Portfolio Manager Clients. Later, he re-joined UBS Wealth Management as a Senior Wealth Manager. During this time, he held positions as Senior Client Advisor, Management positions and again as Senior for UBS Key Client Division (UHNWI).

Filippo holds a BA Degree in Political Science (International Relations) from Richmond University London and a MA Degree in International Business from Webster University in Irvine, California. He also obtained the Private Banking Diploma within the UBS Education System.

Filippo speaks 6 languages (Italian, English, French, German, Swiss German and Spanish).

Gabriele Manferdini
Director Investment Strategy

Gabriele joined KTS in 2011 as Director of Investment Strategy.

Gabriele began his career as Portfolio Manager, Asset Manager and Trader of the bank’s positions at Hyposwiss Privatbank in Zurich. Gabriele has proven track-records as Asset Manager (Fund Kommerz 22, Symbol Bloomberg KOMME22 AV) and as Trader (Prop Trading of St. Galler Kantonalbank). He invested globally in different kind of investment vehicles with an absolute performance approach. During his career he assimilated quantitative and fundamental analytic skills as well as good technical and global macro economic knowledge. Gabriele deepened his knowledge in structured products, risk management and personalized macro and DCF models.

Gabriele completed the high economic school in Zurich, and holds the Certified International Investment Analyst (CIIA) and the Certified International Wealth Manager (CIWM) designations.

Gabriele speaks 4 languages (Italian, English, French and German).

Serena Baggio
Executive Assistant

Serena has been part of the KTS team since 2009. She is the Executive Assistant to the Managing Director, Filippo Pedotti and provides administration, invoicing and human resources services.

Serena completed her apprenticeship at Zuercher Kantonalbank and worked for another 4 years in various departments of the bank.

In 2001, she started working for Ansbacher (Schweiz) AG where she was responsible for finance, company administration and trust sector. Two years later, Carey AG, Swiss Branch was founded and she took over the foundation‘s administration. For more than three years she covered the Administration and Trust section of the company.

Serena is a social, flexible and open-minded person; she speaks 6 languages (Italian, Swiss German, German, English, French and Spanish). She works on a 50% basis, she is a housewife and the mother of 2 children.

Michelle Addison
Trust Officer

Michelle joined KTS in 2012 in the newly created role as Trust Officer.

As Trust Officer, Michelle spends her time tackling the ever-changing world of cross border compliance, KYC/DDC issues, ensuring that KTS’ clients and companies with interests that are spread across differing countries are compliant with the laws and tax rules of different jurisdictions. Michelle also manages the formation and administration of trusts, companies and foundations.

Originally from Canada, Michelle began her career in 1990 as a paralegal, with a short stop over on the Isle of Man in 2006 working at Appleby (formerly Dickinson Cruickshank). She has been living in Switzerland since 2007 where she made a smooth transition into the financial industry at Schroder Trust AG and has since obtained the STEP Diploma in International Management (TEP). Michelle is also an active Board Member of the Erich Burckhardt Foundation.

Visanu Souk
Senior Advisor

Visanu joined KTS in 2016 as Senior Advisor.

Visanu has over 25 years of experience in the financial sector (as a trader, portfolio manager, and client relationship manager) for leading banks. He started his career as a sales & equity trader, and later broaden his trading responsibility in other asset classes such as fixed income, options & futures, currencies and interest rate swap. After many successful years at the trading desk, Visanu joined Mizuho (Switzerland) Ltd. to become a profound portfolio manager where he also acted as a member of the investment committee. He has a track record to outperform the managed accounts. During his last assignment for the multi-family office "Quilvest (Switzerland) Ltd" for 8 years as a client relationship manager, Visanu served ultra high-net-worth individuals (UHNWI). He successfully helped to structure and manage the complexity of their wealth in different jurisdictions. Private equity and hedge funds were a crucial part of their asset allocation.

Visanu holds a degree in school of commercial of Zurich. He is open-minded with a solution driven personality and speaks German, English, French, Thai and Laotian.

Massimo Martinelli
Investment Strategist

Massimo Joined KTS in 2016 as Investment Strategist.

Massimo use to work for several investement Banks and Brokers in Switzerland. He dealt primarily with equities and derivates. During his career he assimilated quantitative analytic skills as well as technical knowledge. Massimo speaks 5 languages (Italian, English, French, German and Spanish).

Davide Lazzarotto
Chief Office Manager

Davide has over 15 years of experience in the Private Banking Sector. Davide completed his apprenticeship with Swiss Federal Maturity at Suva Insurance. In 2000, he started working in Cash Service and later in middle office operations at Banca Unione di Credito, Lugano. In November 2005, Davide fulfilled various roles at BIM Suisse, Lugano including, Assistant Relationship Manager, Portfolio Manager, Credit and Trading Desk. In April 2011 he joined LGT BANK AG in Vaduz, Liechtenstein as Relationship Manager for the Intermediary Desk. In this role Davide was vice-director and he gained a great deal of experience in finding various investment solutions for clients. Davide is social, flexible and enjoys arts & music.

He speaks 4 languages (Italian, German, English and French).











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KTS FINANCIAL SERVICES

KTS Capital Management AG
Utoquai 39
PO Box 1510
CH-8032 Zurich

T +41 44 253 7190
F +41 44 253 7191
info@ktscapital.ch

 

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