Linking science to prosperity

DuraWealth is a technology centric research firm and licensed asset manager with Swiss heritage. We provide systematic equity investment solutions with companies offering transformative technologies. These products reflect the structural growth, induced by Industry 4.0, and contribute to a sustainable future.

The goal of these products is to enhance the risk / reward metrics of global portfolios.

Our Edge

Swissnex + FL_v1

Wealth Management

  • Asset Allocation Frameworks & Portfolio Management, click on (PDF) below
  • Factor-based Investing & Risk Management
  • Asset Controlling & Compliance
life science_386367766 life science_380x245

Responsible Investing

  • © DW Global Resource Efficiency (DAFZJB)
  • © DW Global Disruptive Innovation (DADHJB)

For Investment Solutions and Exchange-Traded Products,

shutterstock_725164621-1024x768

Impact Assessment

  • Assessment of IP-Portfolios
  • Assessing societal Impact of Technologies
  • Investing with a positive Impact (see PDF below),

Vision & Mission

.

Investing in a transforming world and in a low yield environment demands new skills and products. Traditional asset classes are expected to display low single-digit annual returns in the next years, as featured in leading expert research studies.

Digitization, automation, genomics, artificial intelligence and new related transformative and eco-efficient technologies related to the Industry 4.0 are increasing life quality and cover unmet needs. These sectors grow 3-5 times faster than the global economy and provide attractive investment options.

DuraWealth manages systematic multi-sectoral equity investment products containing listed companies that offer these transformative and eco-efficient technologies.

Philosophy

Philosophy embraces investing with systematic approaches

Systematic investing philosophy relies on a distinct set of essential principles, namely:

Long-term and ambitious goals
Being visionary, ambitious, realistic and genuine with investment approaches;

Global and panoramic views
Assessing the key drivers of structural change and unlock the most attractive investment approaches;

Acting responsibly
Thinking broadly, while acting systematically, dynamically and responsibly.

shutterstock_514969543_1366x911

Linking Science and Investing

In Europe 90% and in the US 85% of active global equity funds do not beat reference indices over 5 years and more (Source: SPIVA® Scorecard 2020). DuraWealth‘s actively managed index strategies outperform global reference indices over these time horizons.

DuraWealth provides asset owners, qualified investors and family offices with superior systematic global equity investment solutions.

View Details
Blockchain

Our DNA

DuraWealth is a provider of unique systematic equity investment solutions that provide greater diversification and superior return / risk metrics in the markets defied by low interest rates and the 4th industrial revolution.

DuraWealth employs proven quantitative and qualitative investment processes including assessment of IP-Portfolios at company level.

View Details

Flagship Products

Systematic and Responsible Investing in Equities

dreamstime__34470299-chip-1366x1085

© DW Global Disruptive Innovation Portfolio

The «DW Global Disruptive Innovation Portfolio» is an UCITS-IV compliant global equity index portfolio, with aimed returns of over 5%-10% p.a. above the MSCI World Equity AC Index annual return over economic cycles.
View Details
shutterstock_44636632_1366x911

© DW Global Resource Efficiency Portfolio

The «DW Global Resource Efficiency Portfolio» is an UCITS-IV compliant global equity index portfolio, with aimed returns of over 5%-10% p.a. above the MSCI World Equity AC Index annual return over economic cycles.
View Details

DuraWealth: Who We Are

DuraWealth is a licensed asset manager, supervised by the Liechtenstein’s Financial Market Authority (FMA), with:

  • headquarters in Schaan (FL),
  • four Partners, each with over two decades of banking and IT experience from well-reputed Banks, asset management and IT firms,
  • capacities to manage global equity index-based investment products with superior risk / reward metrics aimed for global portfolios,
  • sound scientific skills for assessing the IP-Portfolios at listed companies,
  • its highest goal to achieve impactful and long-term investment success for clients.

More information – Our approaches
0
Specialists
0
+
Projects Delivered
0
+
Industry Awards & Patents & Track Records

Reasons to partner with us

01.

We excel at

Providing systematic strategies with positive Impact:

– Managing superior equity index solutions meeting societal needs
– Assessing societal impacts of disruptive technologies
– Applying state-of the-art risk management techniques
– Taking care of the client’s growing investment needs.

02.

Pioneering Investing

Wealth Creation with systematic investing:

– We provide superior systematic global equity and alternative investing over a decade
– Linking our profound scientific skills with systematic investing gives us a competitive edge (see the section «Systematic Investing»).

03.

Manager with Vision

DuraWealth manages innovative equity investment solutions:

DuraWealth believes in long-term strategies that address social, technology, demographics and climate shifts and in the human ingenuity to address them
DuraWealth innovates with its systematic equity investing.

04.

Client focused

DuraWealth ‘s mission is to deliver a superior long-term performance with a strong accent on risk management:

DuraWealth uses index-based and quantitative approaches and apply them to all asset classes
DuraWealth focuses on long-term strategies, with no emotional decisions.

Conferences & Media

Request Information

There is no greater wealth than wisdom, ... no greater heritage than culture and no greater support than consultation.

We will be happy to send you more information about our organisation or strategies!

Send!

Team

Miroslav Durana

Portfolio Management & Index Group

Pierre Montézin

Chief Risk Officer (CRO) & Compliance

Jean de Skowronski

Client Relations & Portfolio Management

Wayne Cawood

Chief Tech Officer (CTO) & Index Group & Audit

Pascal Despont

Advisor

Giancarlo Caldognetto

Advisor

Dr Walid el Abed

Advisor