Teamwork is our greatest passion

About us

Audere Invest SA is a financial advisory firm based in Lugano that addresses private, institutional and corporate clients to provide assistance in investment decisions and in the structuring of corporate and family business.

Our advisors are registered in the register of Swiss financial advisors RegFix.

ASSET MANAGEMENT

In the field of asset management, Audere Invest is primarily an advisor to banks and asset managers to whom it provides a wide range of investment strategies. These strategies are applied both within investment funds, through actively managed certificates (AMCs) and through structured products.

Example

Audere Invest is currently the advisor of a number of actively managed certificates (AMCs) listed on the Vienna Stock Exchange and the Milan Stock Exchange, which implement investment strategies based on the gold index, major stock indices and oil with the aim of producing 'market neutral' results, i.e. decoupled from the general market trend.

FAMILY BUSINESS CONSULTING

Thanks to a network of well-established relationships with banks, asset management companies, trust companies, tax advisors and lawyers, Audere intervenes in several critical aspects of the family business, including asset protection, the creation of new corporate vehicles, corporate restructuring, business internationalisation, the establishment of trusts and foundations as well as corporate treasury optimisation.

INVESTMENT CLUB

The activity of investment evaluation and contact with institutional players allows us to select investment opportunities in which we act primarily as investors with the aim of sharing these investments with our partners and clients. This activity is carried out through investment clubs for financial, commercial and industrial transactions of which we are promoters.

INDIVIDUALS AND FAMILY BUSINESSES

COMPANIES

  • Treasury management
  • Bond issue
  • Securitization of assets
  • Private equity and investment clubs
  • Access to European funding

BANKS AND MANAGEMENT COMPANIES

  • Wealth management consultancy
  • Design of dedicated investment strategies
  • Structured product design
  • Establishment of funds and investment vehicles
  • Issuance of actively managed certificates

The Quantitative Analysis team

The fulcrum of the research and development activity is represented by an internal quantitative team which constitutes a laboratory for continuous research and experimentation on the subject of financial markets and products.

Research and development

Audere considers investment in research and development as the distinctive strategic factor that allows the company to present itself to the market with unique and well-differentiated products compared to the market average.

Template

Our research team has developed a quantitative model that uses macro-economic variables to predict the price performance of shares, precious metals, currencies and rates.

SUBJECTS

Technology is expensive

Technology is expensive

Space for gold, oil and short-term bonds. WHAT HAPPENS Rate curves continue to be inverted, with long-term rates lower than short-term rates as they signal the arrival of a recession. So far, the data has been ignored by the markets,…

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Eurozone bonds on the rise

Eurozone bonds on the rise

Uncertainties about the economy increase the demand for BTPs WHAT HAPPENS The best protection from inflation today is provided by Euro area government bonds, and in particular by 3-5 year BTPs, which yield around 3.6% net to 5-point inflation forecasts...

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More and more fixed income

More and more fixed income

Yields on government bonds remain high and convenient WHAT HAPPENS In the last 10 days the Euro has gained around 5% against the Dollar, reaching over 1.12. In a phase of slowdown of the main economies, led by China, a currency that is too strong constitutes...

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TEAM

Carlotta Balzani

Carlotta Balzani

Financial advisor

Carlotta Balzani è consulente finanziario ed esperta in progetti di finanziamento e fondi europei. …

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Alfredo Santacroce

Alfredo Santacroce

Corporate services

Director of Audere Invest, he has gained a long experience in corporate services which include administrative, tax and corporate aspects…

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Matteo Pellizzari

Matteo Pellizzari

Analista quantitativo

Quantitative analyst, he holds a Masters in Economics & Finance from the University of Venice and a Degree in Economics and Commerce. After that,..

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Ioannis Fotinopoulos

Ioannis Fotinopoulos

Quantitative models

University researcher in the UK, he holds a Ph.D in Quantitative Finance and a second Ph.D in Signal Processing Communications at Imperial College London…

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CONTACT US

Via Guglielmo Marconi 4
6900 Lugano (Switzerland)
T: +41 91 921 42 63
compliance@audereinvest.ch
CHE 459.541.559
www.audereinvest.ch

Contact:

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