Selective solutions developed in partnership with leading specialists

CHF Capital SA’s asset management activity is being developed progressively, with a focus on delivering targeted investment solutions through partnerships with high-caliber managers. Consistent with our overall approach, we prioritize quality, transparency, and alignment with client objectives. Our role is to identify, structure, and oversee investment solutions that add value within a broader wealth management framework.

Our Approach

Partnership-Driven Solutions

Rather than operating a large in-house asset management platform, CHF Capital SA works with selected specialist managers with deep expertise and proven track records.

Collaboration with experienced and reputable investment professionals
Focus on strategies supported by robust processes and clear investment discipline
Independent oversight and alignment with client objectives

Actively Managed Investment Solutions

Our asset management activity includes an Actively Managed Certificate (AMC), issued by Julius Baer, for which CHF Capital acts as investment manager, supported by LuccAI’s proprietary investment strategy.

The strategy is led by John Ricciardi, a seasoned investment professional with decades of experience in global markets and frequent media appearances.

Disciplined & Adaptive Investment Philosophy

The underlying strategy applies systematic, data-driven analysis to identify market trends and manage risk, with the flexibility to adapt to changing market conditions.

While this solution represents a focused offering today, it reflects our broader objective of delivering well-designed, risk-aware investment solutions aligned with client needs.

Bespoke Structuring Capability

Where appropriate, CHF Capital SA can assist clients in structuring tailored versions of existing investment solutions.

Adaptation of investment parameters to meet specific objectives or constraints
Structuring support in coordination with issuing banks and external managers
Integration within broader portfolio and wealth planning considerations

diversified portfolio

Transparent Mandate

high-quality assets

portfolio management(AMC)

Strategic Opportunity AMC

As part of our commitment to offering efficient and transparent investment vehicles, we have launched our own Actively Managed Certificate (AMC). This AMC reflects our core investment convictions and provides access to a diversified portfolio of high-quality assets, managed under a clear and structured mandate. The AMC allows investors to benefit from professional portfolio management with enhanced flexibility, liquidity, and operational simplicity. We remain focused on delivering performance, transparency, and long-term value to our clients.

OUR Role

CHF Capital SA acts as an independent advisor and structuring partner, focusing on identifying high-quality asset management solutions and ensuring they are implemented in a manner consistent with each client’s objectives, risk tolerance, and overall strategy. This activity is designed to complement our wealth management services and will continue to evolve in line with client demand and market opportunities.

ASSET MANAGEMENT