Services

We have the capacity and know-how to serve even the most demanding client needs

Investment
Services

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Investment Management

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Relationship Model

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The ELIA
Value

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Pricing Schemes

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Investment Services

Our set of resources and expertise allow us to offer almost every possible investment mandate focusing on liquid assets, spanning from the broadest and most generic to the most specialized or niche ones. The degree of broadness of every mandate determines which implementation scheme will be deployed in order to meet the unique set of guidelines of each one of our clients in the best possible way.

Discretionary Managed Accounts

Investors can appoint our company through a limited Power of Attorney to design and manage on a discretionary basis a tailor-made investment portfolio, which is held at the custodian bank(s) of their own choice. Full control of ownership over all assets and transparency on the activity of investment manager is retained in such a set up while providing a maximally individualized investment experience.

ELIA Investment Products

Clients can choose to either invest directly in ELIA Investment Advisors’ proprietary strategies or sponsor their own white-labeled actively managed certificate, which ELIA can advise or manage on a discretionary basis. These Actively Managed Certificates (AMCs) are issued and administered by highly rated financial institutions and offer significant benefits to those investors who opt for such a solution.

Financial Advisor Services

For larger clients with intention to set up their own private label fund, we can assist in determining a suitable fund structure and offer support as a dedicated investment advisor. Here we can also rely on and make available a broad network of best-in-class service providers in areas of legal and tax structuring, administration as well as custody and execution.

Investment Management

The company has meticulously developed dedicated investment strategies to manage customised portfolios focusing on a specific asset class (such as equity or fixed income only). At the same time, it can also design and manage tailor-made multi- asset class portfolios to serve even the most demanding client needs who would like to tap investment opportunities across all asset classes, markets and geographies.

Our team has long-standing experience and expertise in the management of single or multi-asset class portfolios, often supplemented by derivatives overlay strategies, which allow us to manage the risk of the portfolio efficiently and deliver superior risk-adjusted returns. However, we can equally well perform in- depth analysis and invest globally in almost any type of market, geographic location, and major currency, in the context of a multi-asset class portfolio.

Portfolio Types

Equity Only

Bond Only

Multi-Asset Class

Multi-Asset Class

Fixed income | Equities
ETFs | FX | Commodities
Derivatives | Hedge Funds
Alternative Assets | Precious Metals

Niche Strategies

Specific volatility targets
Opportunistic macro trading
Specialized themes
Geographic focus

Portfolio Management

Creation of bespoke
investment solutions, performance
measurement and reporting in any
of the following major currencies,
USD, EUR, CHF, and GBP.

Relationship Model

We can work with any client profile to offer independent, unbiased and fully dedicated investment coverage

ELIA Investment Advisors brings a differentiated approach to the domain of wealth management. On one hand an amalgamation of a totally dedicated team of experts can play the role of the family-office to a select part of wealthy clientele. On the other hand, an institutionalised investment approach and platform allows us to be appointed as the investment manager of choice for specialised mandates by a wide spectrum of investors.

Our relationship model can service

Bank Reliant Investors

Individual investors or small-scale family offices with no in-house portfolio management capabilities, assigning investment mandates to banks and keeping only consolidated portfolio reporting and oversight.

Full-scale Family Offices

Fully-fledged family office set ups with in-house portfolio management teams, using banks only as brokers and custodians. Analysis and selection of external managers to run specialised mandates, fitting however into the overall strategy defined by the family office

ELIA can work with any client profile to offer independent, unbiased and fully dedicated investment coverage:

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Aligned Interest & Pricing

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Higher Personalization

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Extensive Custodian Network

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Truly Holistic Approach

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Wider Investment Options

The ELIA Value

Discover the ELIA Value

Bank Reliant Investors

Traditional Model

UHNW investors with limited family office support traditionally rely on banks to cover their investment needs. This brings elevated investment management costs and deprives these investors of the flexibility of tailor-made services.

The ELIA value

Implements active and bespoke investment approach versus the static and mass mandates served by banks

Brings transparency and offers better overall pricing that is fully aligned with client’s interests

Approaches clients holistically regarding asset allocation, risk management and their particular wealth management needs

Achieves institutionalisation of investment coverage and execution

Full-scale Family Offices

Traditional Model

Even full-scale family offices experience limitations in their long-established
relationships with investment banks. Investors incur high transaction and management costs without granting the choice to link the price of services to portfolio performance.

The ELIA value

ELIA can be appointed as an additional manager to address a specific/niche need within the overall capital allocation

Clients may utilise our banking access and resources, as well as our regulated status to create tailor-made investment vehicles tapping specific investment themes

Our company constitutes one single point of reference to connect our clients with multiple financial institutions across different geographies

Provides access to several different banking, trading, and custody platforms to address the full spectrum of family offices’ needs in the best possible way.

Pricing Schemes

There are two basic pricing schemes for our clients to choose from, depending on their initial preference for a model based solely on a fixed percentage management fee or for a more advanced and client-oriented model based on achieved final performance. The first pricing scheme is the standard and more conventional model used by the vast majority of investment managers in the market, while the second achieves perfect alignment between clients and investment managers’ interests. We are proud that we can offer this option to our clients, aligning our mutual interest for success, and we do encourage them to select it.

STANDARD PRICING MODEL
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Charges only a specific fixed management fee as a percentage of Assets under Management (AuM)

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The management fee is charged quarterly

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The Client keeps the full upside of portfolio returns. No incentive fee paid to the manager.

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Simple and straightforward in use. The most widely adopted model in the market.

PERFORMANCE DRIVEN PRICING MODEL
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This model includes a low retainer fee (can be as low as 0.2% p.a.)* with a minimum charge of 10k CHF per annum. On top of the retainer fee, the client chooses a specific success fee component from a selection of five different pricing plans

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Each one of these five plans links the success fee to a different agreed-upon benchmark

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We charge the selected success fee only when we achieve outperformance over the agreed-upon benchmark

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The success fee is charged only when the portfolio value reaches new all-time high levels in terms of performance (high water-mark)

* Typically available for portfolio sizes in excess of 10m USD

PERFORMANCE-DRIVEN PRICING PLANS

Pricing Plan Absolute Absolute+ Fixed Target Benchmarked Benchmarked+
Type of target Positive return (typically above cash return) Positive return (typically above cash return) plus a defined margin A fixed annual gain in absolute terms, or as percentage of total AuM Any major money market, equity or bond index, or any blend of those Any major money market, equity or bond index, or any blend of those, plus a defined margin
Type of performance fee A fixed percentage above the target set A fixed percentage above the target set A fixed percentage above the target set A fixed percentage above the target set A fixed percentage above the target set
Indicative levels of performance fee* 10% 20% 1% of AuM 20% 30%
Example of performance fee For a target equal to 12m cash return, the performance fee is set to 10% of the net outperformance above this target For a target equal to 12m cash return + 2%, the performance fee is set to 20% of the net out-erformance above this target For an indicative target of 4% per annum, the performance fee is set to 1% of AuM, in case of any net out-performance above this target For a target equal to S&P500, the performance fee is set to 20% of net out-performance above this target For a target equal to S&P500 + 2%, the performance fee is set to 30% of the net out-performance above this target

Pricing Plan
Absolute

Type of target

Positive return (typically above cash return)

Type of performance fee

A fixed percentage above the target set

Indicative levels of performance fee*

10%

Example of performance fee

For a target equal to 12m cash return, the performance fee is set to 10% of the net outperformance above this target

Pricing Plan
Absolute+

Type of target

Positive return (typically above cash return) plus a defined margin

Type of performance fee

A fixed percentage above the target set

Indicative levels of performance fee*

20%

Example of performance fee

For a target equal to 12m cash return + 2%, the performance fee is set to 20% of the net out-erformance above this target

Pricing Plan
Fixed Target

Type of target

A fixed annual gain in absolute terms, or as percentage of total AuM

Type of performance fee

A fixed percentage above the target set

Indicative levels of performance fee*

1% of AuM

Example of performance fee

For an indicative target of 4% per annum, the performance fee is set to 1% of AuM, in case of any net out-performance above this target

Pricing Plan
Benchmarked

Type of target

Any major money market, equity or bond index, or any blend of those

Type of performance fee

A fixed percentage above the target set

Indicative levels of performance fee*

20%

Example of performance fee

For a target equal to S&P500, the performance fee is set to 20% of net out-performance above this target

Pricing Plan
Benchmarked+

Type of target

Any major money market, equity or bond index, or any blend of those, plus a defined margin

Type of performance fee

A fixed percentage above the target set

Indicative levels of performance fee*

30%

Example of performance fee

For a target equal to S&P500 + 2%, the performance fee is set to 30% of the net out-performance above this target

Eveline Bieler

Independent Advisor to the Board

Eveline is an Independent Advisor to the Board on multiple corporate topics. Eveline brings an extensive experience in supporting wealthy families in their banking and wealth management matters. Prior to joining ELIA Investment Advisors, Eveline had worked for 10 year at key client desks of UBS, Bank Morgan Stanley and Goldman Sachs in Zurich, and has also spent two years in Hong Kong as an Analyst for a Boutique Financial Advisory, Private Equity & Risk Management Firm. Eveline holds a specialist certificate in Asset Management from Hong Kong Securities and Investment Institute and has completed a Master’s Degree in Financial Consulting and the Certified Financial Planner (CFP®) programme at Zurich University of Applied Sciences.

James Bejjani

Senior Partner

James has over 17 years of experience in Portfolio Management and Special Situations in the United States, Europe and the GCC. His areas of expertise span across a range of asset classes including Private Equity and Venture Capital. Prior to joining ELIA Investment Advisors James Bejjani served as Director of a large Geneva based multifamily office, and member of its Investment Committee. Earlier, James had spent eight years at M1 Group, a Single Family Office, where he was a Portfolio Manager. In that role he led M1’s Fixed Income investment activities in public (credit and capital structure investing) and private companies in both Developed and Emerging markets. Before that, he worked at Macquarie Funds Group where he had dual responsibility as a Trader and Analyst for a multi-billion dollar Fixed Income portfolio for institutional clients. He was also previously an Associate Director and an Institutional Investor ranked Strategist at UBS Investment Bank in New York. He began his career on Wall Street at Mortgage Industry Advisory Corporation (as a Quantitative Analyst). 

James earned his MS in Financial Mathematics from Warwick Business School in the UK, his BA in Economics and minor in Mathematics from the American University of Beirut and his double LLB degree in Private and Public Law from Saint Joseph University. He also completed an executive program at the Wharton School of the University of Pennsylvania. In addition, James is a member of the NY based Fixed Income Analysts Society.

Anton Schmidt

Managing Partner

Anton has spent over a decade covering UHNW families and individuals. He dedicated his professional career to providing tailor-made and differentiated investment advice across major asset classes and whole range of financial instruments. Most recently as an Executive Director and Private Wealth Advisor in the Private Wealth Management division of Goldman Sachs in Zurich after joining from Morgan Stanley in 2012, where he started as an analyst in 2010. His prior professional experience includes Bloomberg in London and Volkswagen in Wolfsburg.

Anton holds a Business Administration Diploma (MSc) with specialisation in Banking & Finance from Mannheim University, Germany and a Postgraduate Certificate in Finance from London School of Business and Finance, UK.

Christos Kontos CFA, FRM

Founding Partner & CEO

Prior to setting up ELIA Investment Advisors, Christos worked as an Executive Director at the Wealth Management divisions of Goldman Sachs (2014 – 2019) and Morgan Stanley (2007 – 2014), offering an institutional approach to private client investing. Before entering the world of the two large Investment Banks, Christos served as a Senior Associate for Swiss Capital Alternative Investments (currently StepStone Global), a Hedge Fund company based in Zurich, dealing with the design of specialised investment solutions for pension funds and insurance companies. Prior to moving to Switzerland in 2005, he worked in the Fixed Income Derivatives department of Intesa San Paolo IMI in Milan, and Equity Trading at NBG Securities and Alpha Bank in Greece.

Christos is a holder of the Certificate of Business Excellence from Columbia Business School in New York and holds an MBA from SDA Bocconi in Milan, an MSc in Finance from Strathclyde University in Glasgow and a BSc from Athens University of Economics and Business. He is a certified risk manager (FRM) by the Global Association of Risk Professionals (GARP) and holds the Chartered Financial Analyst (CFA) designation.