Pascal Boeuf

ZugerKB is an active manager which offers discretionary and non-discretionary services, guiding clients through the investment process and making recommendations on asset classes and individual stocks. The firm’s experts provide comprehensive and individual advice on personal finance planning based on client assets, their retirement situation and tax aspects. In addition, they provide estate planning support.

Provides investment advice

Woodman manages discretionary strategies in equity, fixed income and multi assets via existing funds and bespoke mandates. The firm believes that active management of investments is the primary driver of attractive long-term performance. For Equities, they pursue a disciplined, bottom-up investment process to ensure consistency and accountability. For Fixed Income, Woodman delivers strong outperformance relative to peer group and benchmark indices based on rigorous bottom-up analysis on individual companies and a robust investment process. For Multi-Asset, they use a thematic, actively managed and diversified strategy that is unconstrained and asset class agnostic.

UBS-IM is an active, risk-controlled and indexed manager which offers investment capabilities across all major asset classes including equity, fixed-income, currency, passive/ETFs, hedge funds and real estate/private equity and multi-asset. The firm's central investment approach for core equities, fixed-income and global investment solutions is value-oriented and based on rigorous fundamental asset class, market, currency and security analysis, with a global perspective. In addition, some UBS-IM investment teams follow a growth-oriented approach. They employ a proprietary risk management system, which is central to their investment management process.