Joël Sidler

Wegelin Asset Management is an active, long-term manager which takes a holistic view of client relationships and aims to protect their clients' privacy at all times. They conduct personal interviews with clients to evaluate their financial situation and their risk capacity. The firm's quantitative approach utilizes Active Indexing® to take advantage of pricing inefficiencies at the market level. Their Investment Committee makes tactical asset allocation decisions based on the APT Model, the Value Model the Momentum Model, the economic and political situation as well as a range of market indicators. Wegelin Asset Management aims to consistently choose attractive shares based on quantitative and qualitative criteria, seeking companies with healthy financial statements, competent and honest management, a good market position and which are able to earn attractive long-term returns.

Functions as a College/University

Provides investment advice

UBS Switzerland offers investment capabilities across all major traditional and alternative asset classes. They develop an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance.

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