Independent fund management with no asset management of its own and approved by the Swiss Financial Market Supervisory Authority (FINMA). We specialise in the creation, management and administration of private label funds for private and institutional investors. We offer asset management companies, banks, insurance companies, pension funds and family offices perfectly tailored fund solutions that comply with Swiss law. We offer our clients a single point of entry and precise solutions tailored to their needs (open architecture platform). We are open-minded in our choice of investment areas and do not opt for standard solutions.
Our vision To become the first private label fund management company in Switzerland.
Our mission: Support our clients with our expertise in collective investment schemes.
Since the creation of Solutions & Funds SA (S&F) in 2008, we have been recognised for our high standards, independence, strategy and long-term vision. In this Code of Conduct, we set out the values to which we are committed and the way in which we wish to develop with our partners.
The Code of Conduct is binding in its entirety on every member of the Board of Directors and all S&F employees. Our Code of Conduct summarises the principles and practices that define how we conduct S&F's business and are detailed in our internal guidelines and policies. The principles apply to both internal and external counterparties.
Our customers, shareholders, partners, authorities and the general public place their trust in us. We are committed to acting ethically, responsibly and with integrity.
Our reputation is our most valuable asset. We realise that it is the key to our long-term success and that we must therefore protect it with the utmost determination.
A concrete example from S&F: S&F makes a commitment with a concrete offer if and only if it is convinced that it can offer the best solution for a potential customer.
A concrete example from S&F: S&F employees are represented in industry association expert groups (COPTIS / Asset Management Association Switzerland AMAS).
A concrete example from S&F: S&F customers have a single point of entry at management level; Since 2018, S&F has been sponsoring logs in the Canton of Geneva (Fondation Arche des abeilles).
A concrete example of S&F: S&F offers employees flexible working hours, the possibility of working in the home office as well as at the company's two sites; S&F products are launched with 5 different custodian banks, S&F is open in its choice of investment areas.
A concrete example of S&F: S&F teams are made up of people at all levels of the hierarchy, with a balance in terms of gender and age.
A concrete example from S&F: Since 2021 S&F has been a signatory of the Principles for Responsible Investment (UNPRI).
This Code of Conduct has been approved by S&F's Board of Directors and Excecutive Committee. All S&F employees, our governing bodies, our contractors and all representatives acting on behalf of S&F are required to comply with the rules of conduct set out in this code.
Ignorance of the Code of Conduct or of the regulations and policies that set out the rules of conduct in detail shall not be considered as grounds for non-compliance with these principles.
The S&F Code of Conduct is regularly reviewed to ensure that it complies with S&F principles and standards, as well as legislative and regulatory changes.
In the event of breaches of the Code of Conduct, appropriate measures will be taken.
