Award for asset management in 2022, 2023 and 2024 confirmed in BILANZ magazine

To arrive at the BILANZ magazine “ranking”, real investment return data (from client mandates) is evaluated and analysed in exactly the same way as it is for clients. The evaluations are carried out by firstfive AG in Frankfurt. firstfive manages the real, anonymised client custody accounts in parallel with all the transactions, thereby creating a basis for fair comparison of the various key performance indicators. Evaluations on the part of BILANZ focus on the “Sharpe ratio”, which quantifies the ratio of returns achieved to risks taken. Those asset managers who have generated the highest “Sharpe ratio” or “risk-adjusted returns” within a specified period are recognised in investment strategies with various risk levels.

Over a period of 36 months, Portas Capital AG submitted investment mandate data specifically for the “Balanced Swiss Franc” strategy to firstfive. We chose this strategy as it applies to the majority of investment clients, independently of the asset manager. As our investment strategy and the returns generated were characterised by significant fluctuations in the period 2022 to 2024, firstfive decided to put our strategy in the “Conservative” category. In the period 2022–2024, we were ranked 2nd out of all assets managers and banks analysed. In 2024, we came in in first place. 

In the last five difficult years on the stock market in particular, we have performed well in comparison to the competition, not only protecting the assets entrusted to us for management but also growing them. For example, in 2020, returns on our “Balanced” mandates were well above average. In 2021, we achieved clear double-digit returns in the vast majority of cases. Our success over recent years is what continues to motivate us in managing our clients’ assets actively and professionally, with due prudence and an awareness of the risks involved. Thank you for the trust you have placed in us.