BONART Financial Performance Ltd

CAPITAL ROTATION AND ASSETS PROTECTION https://lnkd.in/dpJB2Tpp Our firm specialises in constructing sophisticated investment portfolios with top-tier global fund managers. We create Investment Structures that bundle together multiple leading funds to give investors a diversified portfolio through just one investment. We provide insights on optimising asset allocation to balance risk and return effectively. We offer asset managers a unique way to enhance branding by placing their name on a Swiss-registered security (registration on the Zurich Stock Exchange).  

In a recent review of the private credit sector, McKinsey & Company suggested that the expanding footprint of private credit presents significant growth opportunities for asset managers. Those already established can extend into new asset classes and capital bases, potentially tapping markets much larger than today's. For others, entering the private credit space is becoming increasingly important. Leading managers are expected to broaden their origination and underwriting capabilities beyond sponsor-backed lending, diversify capital bases, scale operations, form strategic partnerships with banks and insurers, streamline loan operations, and reimagine operating models to unify various credit strategies and distribution channels. While private credit is poised for substantial growth, vigilant risk management remains crucial, especially during economic downturns. Success in this evolving ecosystem hinges on foundational credit investing principles: clear communication, robust monitoring, and disciplined underwriting.

“This is something that the market is asking us for” … “We are aiming to create a new space here and a new category for wealth investors”

Democratisation of Private Markets: The rise of "model porfolios". After the partnership between Blackrock and Partners Group, BNY announces a platform for financial advisors "Just 13 per cent of alternative firm assets came from retail clients in 2023, but that share is expected to rise to 23 per cent by 2026" https://lnkd.in/eCG7Fqs6 #privatemarkets #privateequity #privatewealth #wealthmanagers

We are delighted to announce our partnership with Virgil Alternative Investments UK Ltd, the innovative UK financial group. Together, we offer clients a seamless, one-stop solution for executing their investment ideas. Additionally, clients gain access to some of the world's leading fund managers, opening up investment opportunities that were previously restricted to institutional investors.

Protecting Family Assets in a Globalised World: How Bonart Tailors Solutions for International Families In today's interconnected world, international families face a unique set of challenges when it comes to protecting and managing their wealth. These challenges are not just about growing or preserving assets—they involve complex considerations like cross-border tax implications, succession planning across different jurisdictions, and ensuring that family values and legacy are upheld through generations. Navigating this landscape requires more than just a one-size-fits-all solution; it requires a bespoke approach that addresses the specific needs of each family. This is where Bonart steps in. Understanding the Complexities of International Family Wealth For families with assets spread across multiple countries, the process of safeguarding wealth is far from straightforward. Different countries have their own tax laws, estate planning rules, and financial regulations. What works in one jurisdiction might not be applicable—or even legal—in another. Add to this the personal dynamics of a family, such as differing views on investment strategies or philanthropy, and the need for a customized solution becomes evident. A standardized approach to wealth management might seem appealing in its simplicity, but it often fails to address the intricacies that come with cross-border family wealth. This is why it's essential to look beyond traditional methods and focus on structures that are flexible, dynamic, and specifically tailored to the family's unique situation. 1. Tailored strategies One of the core services Bonart provides is the development of strategies that take into account the family's global footprint. This involves a deep understanding of the tax implications in each country where the family holds assets and ensuring that the structures we create are compliant with local laws while maximising tax efficiency. 2. Custom Investment Vehicles Another area where Bonart excels is in the creation of custom investment vehicles that cater to the family's investment philosophy and risk tolerance. Whether the family prefers conservative, income-generating investments or is interested in more aggressive growth strategies, we design portfolios that reflect these preferences while also taking into account the family's long-term goals. 3. Succession Planning Across Borders Succession planning is a critical component of family asset protection, especially for families with members living in different countries. Bonart helps families navigate the complexities of cross-border succession, ensuring that wealth is transferred smoothly and in accordance with the family’s wishes. Our goal is to prevent disputes and ensure that the family’s legacy is protected for future generations, no matter where they are in the world.

Evergreen and traditional closed-end funds each serve distinct purposes and complement one another. Evergreen funds are ideal for investors who need redemption flexibility or have limited capital to deploy. On the other hand, investors without large-scale resources but seeking a long-term strategy can opt for diversified closed-end funds of funds and use evergreen products to fine-tune their exposure. Sophisticated, large investors can allocate substantial amounts to evergreen funds without needing to diversify across multiple investments.

📣𝐍𝐞𝐰 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐭𝐨𝐫𝐲 : 𝐓𝐞𝐚𝐫𝐢𝐧𝐠 𝐝𝐨𝐰𝐧 𝐭𝐡𝐞 𝐛𝐚𝐫𝐫𝐢𝐞𝐫𝐬 𝐟𝐨𝐫 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐦𝐨𝐧𝐞𝐲 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬📣 Learn more on how BONART Financial Performance Ltd caters specifically to the professional investor segment, delivering highly individualized, cost-effective white label solutions which offer broad diversification and high performance. The Swiss-based advisory and execution firm constructs bespoke investment vehicles to fit each client’s individual requirements, investment strategy and risk-return profile. 𝐊𝐞𝐲 𝐌𝐚𝐫𝐤𝐞𝐭𝐬: ✅ Family offices ✅ Pension funds ✅ Financial intermediaries ✅ Other professional investors 𝐁𝐨𝐧𝐚𝐫𝐭’𝐬 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡: ✅ Investors can choose from a wide range of global funds and alternative investments. ✅ Cost-effective access to premium products and services ✅ Stringent quality control at every step ✅ Tradeable and investible for anyone Bonart successfully leveraged GenTwo’s specialist technology and expertise to construct wrappers for its tailored products, allowing asset managers to market their solutions onto clients under their own brand products. 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞: https://hubs.ly/Q02FfmnR0 #Assetization #Fintech #PrivateMarkets #Securitization

We congratulate our partners for this impressive achievement Partners Group

One more day remains for the Alternative Investments event