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Investing in Vision in a Low Yield World

by linking science with investment process

DuraWealth is a technology centric research firm and licensed asset manager with Swiss heritage. DuraWealth provides systematic equity investment solutions with a differentiated approach to select transformative i.e. disruptive technologies to enhance return / risk metrics in global portfolios.

DuraWealth’s systematic index-based products reflect the secular growth, induced by the Industry 4.0, and contribute to a sustainable future.

Our Edge

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Wealth Management

  • Portfolio Construction & Management
  • Risk Analysis & Management
  • Asset Controlling & Compliance
  • Factor Investing
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Responsible Investing

  • © DW Global Resource Efficiency
  • © DW Global Disruptive Innovation
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Impact Assessment

  • Technology-related Intangible Assets (IP Portfolios) Assessment at Companies
  • Assessing Impact of Technologies
  • Investing with positive impact

Vision & Mission

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Investing in a fast transforming world and in a low yield environment is highly demanding. Traditional asset classes are expected to display lower returns in the coming years, as featured in leading expert research.

Digitization, automation, genomics, artificial intelligence and diffusion of new connected, transformative and eco-efficient technologies related to the Industry 4.0 are increasing life quality and cover new unmet needs. These areas grow 3-5 times faster than the global economy over economic cycles and provides attractive investment options.

DuraWealth manages systematic multi-sectoral equity investment products encompassing listed companies that produce transformative and eco-efficient technologies.

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Linking Science and Investing

In Europe 90% and in the US 80% of active global equity funds do not beat reference indices over 3 years and more (Source: SPIVA® Scorecard 2018). DuraWealth‘s active index strategies beat global reference indices over these time horizons.

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

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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 that allow the assessing of technology-related intangible assets at listed companies.

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Featured Products and Strategies

Systematic and Responsible Investing in Equities

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© DW Global Disruptive Innovation Index Portfolio

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

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

DuraWealth: Who We Are

DuraWealth is a licensed asset management company with headquarters in Schaan (FL), supervised by the Liechtenstein’s Financial Market Authority (FMA), with:

  • 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 return / risk metrics for global portfolios
  • sound scientific skills for assessing the technology-related intangible assets i.e. IP Portfolios at listed companies
  • its highest goal to achieve impactful and long-term investment success for clients

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Industry Awards & Patents & Track Records

Distinguishing Qualities & 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 global needs

02.

Pionneering Investing

Wealth Creation with systematic investing:

– Founders of DuraWealth provide superior systematic global equity and alternative investing since a decade
– Linking our profound scientific skills with systematic investing gives us a competitive edge, as highlighted in the sections «Awards» and «Systematic Investing»

03.

Manager with Vision

DuraWealth manages innovative core strategies to provide differentiated solutions

DuraWealth believes in long-term strategies that reflect disruptive innovations, structural socio-economic changes and in the human ingenuity to address them
DuraWealth innovates with its systematic equity and alternative 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 poverty than ignorance; no greater heritage than culture and no greater support than consultation.

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Qualified 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

Giancarlo Caldognetto

Advisor

Dr Walid el Abed

Advisor