THE ASSET MANAGER FOR MONEY MANAGERS
A MODERN OFFERING TO HELP YOU SERVE YOUR CLIENTS
BONART FINANCIAL PERFORMANCE
BONART is a Swiss Asset Management firm regulated by FINMA.
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We operate in a B2B manner, serving Asset Managers, Banks, Financial Intermediaries and Professional Investors.
Even the most prominent players do not have the scale and expertise to compete in today’s markets. We enable our clients to focus on what they're good at, while eliminating unnecessary complexity and cost.
Whether looking to create a new custom portfolio, adding alternative strategies, or simply looking to bring to market a new idea, we work with each client individually and use a wide range of internal tools and technology capabilities.
BONART'S UNIQUE OFFERING:
Access to investment portfolios with the leading managers
Structuring
Proprietary Investment Strategies
A VIEW TO THE PAST,
A VISION FOR THE FUTURE
We look at finance and investments differently than others.
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First founded by Dr. Boaz Barack in 1983, BONART initially provided financial risk management strategies and the first-ever structured methods to hedge the business risks and transactions of its substantial clients. In 1990 the company was bought by the Edmond de Rothschild Group.
In 2010, Dr. Barack re-established BONART as a Swiss company. It advised UBS AG on financial matters, served as a hub for investments of the Barack Family Office, and acted in directorship and holding positions in several European financial institutions.
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The combination of our access and interactions with both traditional institutions and startups has shaped BONART's philosophy and vision for the future of finance.
OUR VALUE PROPOSITION
Freedom to design the ideal allocation
You are fee to mix and combine the underlying of each product, thus creating the exact allocation you desire without the typical limitations of ticket size.
Scale, the ability to do so will separate the best from the rest..
Forward-Looking
Our services are driven not only by cost and time- savings but also by addressing the impact of accelerated digitalisation and expanding compliance needs. These decisions will help you focus on your strategic priorities and growth.
Extensive Reach
If you have a unique strategy, we can provide distribution access to an international customer base of professional investors. Our structures can be suitable for private placements and for listing on European exchanges.
WHAT BONART DELIVERS
Access to investment portfolios with the leading managers
BONART offers clients unique access to exclusive managers, allowing you to choose an existing structure with funds (more than fifty portfolio models) or build portfolios suitable for your needs.
In addition to access, we offer the additional option of right-sizing the exposure to the exact needs of each investor.
Our clients are also free to create their own white-label strategies, including private credit, equity, real estate, venture capital and infrastructure investments from the leading managers including:
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Structuring
Our structures enable you you to unlock the potential of your investment strategies.
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We offer Swiss-compliant structures (mainly Actively Managed Certificates, AMC) and Luxembourg compartments.
Our structures provide a seamless way for clients to transform their investment strategy into security with an ISIN. Underlying strategies can include any combination of traditional securities, real estate, loan portfolios, collectables, and digital assets, offering flexibility and diversification for your portfolio.
We provide life-cycle management of the structures and appoint you as an Advisor to the Manager (Bonart). Financial benefits for you include management, performance, and distribution fees.
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Proprietary Investment Strategies
Our goal is to preserve and grow the actual value of our capital. It involves several related tasks: outpacing inflation, achieving prudent growth, and avoiding significant losses, while focusing on the long term.
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We determine the most appropriate focus and tactics to achieve our objectives based on a continuous analysis of the capital markets. We actively manage our portfolios intending to outperform public indicators, whatever the markets' conditions, and with a controlled level of risk.
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BONART's Heritage
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First founded by Dr. Boaz Barack in 1983, BONART initially provided financial risk management strategies and the first-ever structured methods to hedge substantial business risks and transactions. In 1990 the company was bought by the Edmond de Rothschild Group.
In 2010, Dr. Barack re-established BONART as a Swiss company. It advised UBS AG on financial matters, served as a hub for investments of the Barack Family Office, and acted in directorship and holding positions in several European financial institutions.
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The combination of our access and interactions with traditional institutions and startups has shaped BONART's philosophy and vision for the future of finance.