About us

A Swiss financial boutique dedicated to independent asset management

Frame Asset Management SA is a company incorporated under Swiss law and based in Lugano. It operates in asset management and investment advice on a model built on independence, process and transparency.

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Lugano, Switzerland

Rooted in the Swiss financial centre.

Operating principles

Four principles that guide our decisions

Select a principle to read more about the way we work.

01 — Independence

Open architecture

The selection of instruments, intermediaries and solutions starts from the client’s objectives. Without imposed product ranges, each choice can be assessed with independent judgement and full accountability.

Selection free from imposed product ranges and guided by the client’s interest.
02 — Process

A documented method

Asset allocation, risk control and periodic review follow a clear method. The process makes decisions verifiable and limits the weight of emotion in demanding market conditions.

Objectives, risk and instruments are linked in a traceable way.
03 — Transparency

Intelligible information

The client relationship calls for readable reporting, regular updates and an explanation of the choices made. Transparency is an integral part of the management service.

Clients should be able to read the decisions taken and follow how they develop.
04 — Expertise

Experience applied to the markets

The team brings together portfolio management, advisory, instrument selection and operational control. Experience is translated into method, not into isolated decisions.

Experience and specialisation are embedded in the investment process.
Operating model

Control points of our model

01
Strengths

Independence

Open architecture allows instruments and counterparties to be selected according to the mandate, with no product-range constraints.

  • No imposed product ranges in the selection of instruments
  • Ongoing research on instruments, markets and counterparties
  • Decisions consistent with objectives, constraints and risk profile
02
Strengths

Experience

Experience gained across different market cycles supports more orderly and more consistent decisions over time.

  • Experience in different market environments
  • Discipline in allocation and in risk review
  • Continuity in portfolio management and in the client relationship
03
Strengths

Team

Complementary skills make it possible to combine management, advisory, operations and control within a single service model.

  • Complementary skills across management, advisory and back office
  • Knowledge of markets and financial instruments
  • An integrated view of the client’s wealth and its constraints
04
The model

Process

A documented process links analysis, portfolio construction, monitoring and periodic review.

  • Guidelines defined when the mandate begins
  • Decisions that are justified and verifiable over time
  • Periodic review of the portfolio and of its risks
05
The model

Customisation

Every mandate is set up on the basis of the objectives, constraints, time horizon and risk profile agreed with the client.

  • Mandates consistent with risk profile and time horizon
  • Attention to liquidity, tax matters, concentrations and operational constraints
  • Consistent reporting over time
06
The model

Control

Monitoring of exposures, liquidity and concentrations against the limits of the mandate.

  • Monitoring of exposures, liquidity and concentrations
  • Periodic checks against the limits of the mandate
  • Periodic reporting and traceability of decisions
Frame AM

Asset management that is independent, documented and transparent

We explore objectives, constraints and time horizon in order to define a mandate consistent with the client's profile.

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