Important Legal Information

Important Legal Information (Disclaimer)

The official website for ELIA Investment Advisors AG contains, amongst other things, information and opinions on financial instruments, products and services (hereinafter collectively or individually referred to as “financial products”). Therefore, you may visit the website only after carefully reading and accepting following important legal notices. By declaring your acceptance, you declare that you have understood the legal information and that you expressly agree thereto. ELIA Investment Advisors AG may involve third parties in operating the website. The following content also applies analogously to information received by customers for example in the form of subscribed newsletters.

The information as well as the rules of use can be updated at any time. The changes are binding. By continuing to use the website and our services, we assume that you have taken note of them.

Local statutory restrictions

The website contains information and opinions about financial products (e.g. Investment Funds) that may be subject to different registration obligations in other countries. The website is not intended for natural persons or legal entities for whom the use of or access to the ELIA Investment Advisors AG website would violate the legal and regulatory provisions in effect in their respective jurisdiction by reason of their nationality or the domicile of the person or for any other reason. This applies in particular to persons domiciled in Great Britain, Japan and the USA.

No recommendation or offer

The content published on the website represent neither a recommendation nor an offer to purchase, hold or sell financial instruments or other products mentioned on this website nor to perform any other financial or legal transactions. It is designed exclusively for personal use as well as for informational purposes and, like the Legal Notice presented here, may be amended at any time by ELIA Investment Advisors AG without prior notice. The contents regarding financial products made available on this website do not constitute any recommendation or support for your investment or other decisions and are in no way advisory in nature. Before investing in a financial product, you must inform yourself by carefully reading the available current legal documents as well as all other documents that are required pursuant to local statutory and regulatory provisions, (e.g. prospectus, key investor information document, as well as annual and interim report of a collective capital investment scheme). It is particularly important to study in detail the legal information and risk notices contained therein.

The investment funds are not suitable for all investors. For this reason, we recommend that you contact an independent and qualified financial advisor in order to ascertain whether the investment would correspond to your specific requirements and risk capacity.

No Warranty

ELIA Investment Advisors AG exercises the greatest possible care when compiling the content relating to Financial Products. ELIA Investment Advisors AG and its contracting partners provide no guarantee nor accept any liability to third parties concerning the accuracy, timeliness and integrity of the published content. In particular, ELIA Investment Advisors AG is under no obligation to update or remove outdated content. In addition, ELIA Investment Advisors AG assumes no responsibility and provides no guarantee that the functions of the website containing content on Financial Products will not be interrupted or are free of errors, that errors will be rectified, or that the website or the respective server are free of viruses and/or other harmful components and programs. Furthermore, there might exist links on the ELIA Investment Advisors AG website that lead to third-party websites. These links are entirely beyond the control of ELIA Investment Advisors AG. Therefore, ELIA Investment Advisors AG accepts no responsibility whatsoever for the accuracy, completeness or lawfulness of the content of such websites, or for any possible offers and services contained therein.

The internet is an open network accessible to everyone and is therefore not considered a secure environment. ELIA Investment Advisors AG therefore excludes any liability for the security of data during transmission via the internet.

Risk Notice

As a general rule, the higher the risk (price fluctuations) of an investment, the longer the investment period should be, as should be the potential returns correspondingly higher. The value of the invested capital as well as the resulting earnings (e.g. distributions linked to collective capital investment schemes) are subject to fluctuations or may even fall to zero. Investments in foreign currencies are subject to direct and indirect foreign exchange rate fluctuations. Individual Financial Products are essentially subject to higher risks.

Performance

A positive performance in the past does not guarantee a positive performance in the future. Therefore, ELIA Investment Advisors AG or its contractual partners cannot provide a guarantee for an increase in value (or even the preservation of value) of the invested capital and the investor must be willing and able to accept potentially substantial, or even total, losses. The calculation of performance does not include the costs associated with buying, holding or selling financial products (e.g. commissions and fees for the subscription and redemption of Fund units).

Exclusion of liability

ELIA Investment Advisors AG and its contractual partners reject, to the extent permitted by law, any and all liability (including negligence and liability toward third parties) for any losses arising from direct, indirect or consequential damages of any kind that are related to the use of this website and its contents or with the risks associated with financial markets. Access to and use of the website is not guaranteed.

Resources

The legal documents of the collective capital investments listed in the subsequent sections on financial products will be made available free of charge to investors domiciled in Switzerland on request to ELIA Investment Advisors AG

Proprietary rights

All content of this website is copyright-protected and is owned by ELIA Investment Advisors AG, unless otherwise expressly declared. No part of this website grants any possible license or utilization rights to images, text, trademarks or logos. Downloading or copying from the websites shall not create any legal entitlements to the website software or the content of the website.

Any complete or partial possible reproduction, transmission, use or further publication of content of this website requires the written consent of ELIA Investment Advisors AG as well as the explicit indication of the source.

Applicable law / place of jurisdiction

Access to and use of the ELIA Investment Advisors AG website as well as this important Legal Notice for financial products are governed by Swiss law. The exclusive place of jurisdiction is Zurich, Switzerland.

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.