ARE YOU
CONNECTED ?
"Successful investing lies in the ability to take decisions promptly, based on an accurate and comprehensive view of the unfolding situation.”
DATABASE
Kineta analyses real time data from a substantial pool of private and institutional client portfolios. We offer objective performance comparisons, consistent reporting and real time risk control through third-party state-of-the-art platforms.
NETWORK
Kineta leverages its link to a Swiss entrepreneurial family, who has been investing since 1930. The solutions offered will only be enabled through our tried and true network of professionals built through our client-based practice.
ACHIEVEMENTS
Kineta benefits from three generations of know-how and actively prepares for the fourth. Our track-record began in 2005 and has an almost non-existent client turnover.
THE KINETA SHIELD
Our successful and ongoing family experience has attracted many and frequent requests for help, first from close relatives and then from a broader network of people. Kineta Trusted Advisors was created to professionalise our various services. As your trusted advisor you can expect that:
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We will attend to your needs as our own
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We supervise your wealth’s daily management
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We facilitate interactions with and between your service providers
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We provide you with access to our network
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We review and optimise your processes
"No empty words or promises, our services and advice are based on facts and real-life experience.”
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C. HOCHSTAEDTER
ARE YOU
ON TRACK ?
FINDING THE WAY
PHASE 0
At Kineta we use a simple, yet highly efficient process to bring discipline and clarity to the complex world of wealth management. The same process is applied to address our client questions related to non-financial matters.
Initially we review the situation during an exploratory meeting which is always free of charge.
PHASE 1
We gather all the relevant elements to (re-) define the essence of the issue. Usually, this represents the most challenging part of the process, i.e., determining the real problem. We will conclude this phase by setting and proposing one or more potential solutions best suited to our clients.
This first milestone prepares for the “shield” effect.
PHASE 2
Should we be retained to help further, we will select your optimal path forward. In doing so, we may also negotiate key elements of the proposal optimizing your overall fee structure. This phase ends when implementation is completed, and coordinated to ensure a seamless process.
This second milestone enables the “shield” effect.
PHASE 3
This stage entails long(er)- term commitment from both parties, as we will supervise every aspects of the mission you entrusted us with. We will analyse the situation and report to you in a format that best suits your needs. This involvement will also allow us to optimise further the overall strategy opportunistically.
This third milestone secures the long-term “shield” effect.
"Proposing solutions for our clients is straightforward, asking the relevant questions to finally offer the optimal one – there lies the real challenge.”
ALWAYS QUESTIONING
Even when all is set and hopefully well on track, we relentlessly scrutinise and optimise to obtain the desired results. We know that reaching a worthwhile goal suffers no short cuts.
"Our clients feel secure in the knowledge that we coordinate, supervise, and optimise service providers with complete objectivity.”
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H. WEBER
ARE YOU
IN CONTROL ?
WATCHING OUT FOR YOU
You must oversee your wealth under clear as well as stormy skies. Kineta can be your long-term pilot or co-pilot for this task. As our client, you will receive unreserved advice without conflict of interest.
ELEMENTS OF THE SHIELD
Just like the concept behind the shield in the H-cable mentioned in the “History” section, the Kineta shield is poised to optimise your potential for success by ensuring that all or part of the elements around you stay aligned while increasing safety along the way.
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Wealth management advisory
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Monitoring and reporting
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Wealth supervision system setup
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Investment strategy recommendation
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Family governance and coaching
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Service providers/project coordination
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Special projects
"We are like you. We are clients. Our services are geared to be pragmatic and cost-efficient.”
ARE YOU
PROTECTED ?
SECURING YOUR WEALTH
ABSOLUTE INTEGRITY
Kineta does not manage your wealth and is completely free of conflict of interest.
We don’t tell you what you want to hear, but what we believe you need to hear.
We only give recommendations that we can stand behind, as they are based on what we would do for ourselves.
TIMELY INFORMATION
You will benefit from a truly effective system of daily supervision, evaluation and comparison of overall performance results and associated risks for all your managed accounts.
With our personal and extensive client experience, supported by tailor-made processes, your decision making will become clearer and easier.
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RELIABLE COVERAGE
You will benefit from unique access to managers, strategies and service professionals based on first-hand experience, real-time figures, and demonstrated achievements.
As one of Kineta’s select clients you will have our full dedication and assurance that we will be available to assist you for as long and as thoroughly as needed.
SUCCESS FEES
Kineta does not charge fees based on your total assets. Our remuneration is based solely on the portfolios we supervise directly or for our time spent consulting on your behalf.
In short, you pay for the services you really need and/or for the measurable added value we create for you.
"We leverage the advice we share with you from our continuous exchange with members of our network.”
STAYING SHARP
Our clients are with us because we monitor their investments daily and we keep them informed only when truly necessary. When we work for our clients, all their service providers know that we will check on them regularly maintaining the pressure to perform and to stay focused.
"We build a rigorous, yet, creative process for each client providing the indispensable stewardship to achieve long-term success.”
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C. HOCHSTAEDTER
