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
The next moves on rates
Central banks are uncertain about what to do. WHAT HAPPENS It is very probable that in May both the FED and the ECB will raise rates for the last time, by an amount equal to 0.25-0.50%. Based on the US futures curve, it is then expected that in the second...
Equity driven by the Fed
In the short term, Fed liquidity supports equities WHAT HAPPENS From 2008 to 2021, the Fed's balance sheet increased tenfold from $900 to $8.6 trillion (see chart). In the same period, the S&P500 index went from 900 to 4800. So, half of the...
Conflicting goals
Growth and stability are two objectives that are difficult to reconcile WHAT HAPPENS The separation between fiscal policy and monetary policy, entrusted to two distinct decision-makers, makes it even more difficult to reconcile three basic objectives to which we all would like to aspire today:...
TEAM
Carlotta Balzani
Financial advisor
Alfredo Santacroce
Corporate services
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,..
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…
In the 90s he worked as an entrepreneur in the construction sector and in the distribution of consumer products, which include the self-service distribution network called Brigo ok”.
It maintains consolidated relationships with the main Swiss banks both for the management of the corporate treasury and for the financing of commercial and industrial operations.
Dr. Foutinopoulos is the author of a quantitative model for forecasting the prices of financial instruments linked to commodities, forex and large cap equities.
Within Audere Invest he carries out a role of quantitative researcher with the responsibility of producing trading signals for the benefit of the managers.
Quantitative analyst, he holds a Masters in Economics & Finance from the University of Venice and a Degree in Economics and Commerce.
Following this, he gained numerous experiences both of a consultancy nature for the benefit of Italian asset management companies, such as Anima SGR, and of a managerial nature, in relation to an investment fund managed by Nextra Investment Management SGR, of the Banca Intesa group .
Within Audere Invest he carries out the role of statistical analyst with the responsibility of producing trading signals for the benefit of the managers as well as building risk management models.
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:
- Carlotta Balzani
- Financial advisor
- carlotta@audereinvest.ch
English (UK) 
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