Adler & Co. Privatbank AG (extinct)

Adler & Co. Privatbank AG (extinct)

Adler & Co. Privatbank AG (extinct)

Overview
Headquarters

Claridenstrasse 22,Zurich 8002

Type of Company

Private

Industries

Investment Services & Portfolio Management
Retail & Commercial Banking

Company Description

ACP is an active portfolio manager and invests client deposits in the equity and financial markets in Switzerland and abroad. The firm invests primarily in convertible bonds, an asset class for which they have acquired specialist expertise. They also use derivative financial instruments for client transactions and to hedge their own positions in lending transactions.As a convertible bonds specialist, ACP favors a value orientation for European convertibles and a GARP orientation for Asian convertibles. Their investment approach combines top-down and bottom-up processes based on fundamental research. The firm's investment process begins with the quantitative screening of global markets and the pre-selection of potential opportunities. They then assess individual securities with close attention to company fundamentals, credit quality and the currency in which they are traded; benchmarks and sectors are of low importance in this process. ACP then builds portfolios and monitors them continuously.The firm aims to achieve absolute positive returns and relies on sector and country allocation as well as fundamental stockpicking to outperform global convertibles indexes and to achieve comparable returns to global equity indexes, all the while controlling price volatility and taking lower risk.

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Recent Transactions
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Luzerner Kantonalbank AG, Adler & Co. Privatbank AG purchase Swissfirst AG /Basel Private Banking Unit from Swissfirst AG

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