We offer comprehensive services for foundations within Switzerland and abroad. Many employees of Portas Capital Ltd manage assets of foundations, are executive officers and adopt a holistic approach to advice.
Depending on need, holistic advice covers individual risk analyses, portfolio simulations, actual asset management, and advice on the organisation and management of foundations.
For example, we carry out stress tests on the capital assets of foundations. We analyse sensitivity to shocks in relation to the equity market, interest rates, exchange rates and GDP growth rates. We offer this type of analysis, portfolio simulations and subsequent investment proposals to every foundation or portfolio with numerous financial instruments as part of a holistic concept.
At the same time, we carry out novel and automatically adaptive versions of vector autoregressive risk analyses. These analyses enable a selection of factors to be used without the danger of overstressing the underlying model.
We also have access to numerous cooperation partners and experts with many years of experience in matters concerning the organisation and management of foundations. These matters are very often underestimated by founders and boards of trustees.
We also provide independent advice on establishing foundations or on restructurings.
Through our partner companies, we offer accounting services under all statutory provisions and can provide professional investment controlling or control of capital assets (by third parties) and complete asset consolidation.