THE ALTERNATIVE INVESTMENT AND LENDING SPECIALIST
Asset Manager specialised in :
ITERAM Capital SA is regulated and authorised by FINMA as an Asset Manager of collective investment schemes and as a representative agent of foreign collective investment schemes to qualified investors in Switzerland
Alternative fund selection and management
Private market investments
Asset based alternative lending
PRIVATE MARKETS
Privileged access to new sources of alternative income-generating investments and private equity investments, in particular :
real assets (transportation leasing), bridge financing/direct lending, specialty finance (music royalties, litigation funding) and venture capital.
ALTERNATIVE LENDING
Provide innovative structuring and asset backed financing solutions to companies for working capital needs, acquisitions and development.
HEDGE FUNDS
Access to industry’s leading and emerging hedge fund managers, thanks to the team's strong industry network and expertise. Cover all hedge fund investment strategies with a focus on consistent and uncorrelated returns.
LIQUID ALTERNATIVES
Simple way to access alternatives wrapped into liquid vehicles as an alternative solution for investors in need of more regulatory oversight and liquidity.
We provide comprehensive, innovative and customised
alternative investment solutions that address
rapidly changing needs in today’s complex and evolving global markets
EXPERTISE
OVERVIEW
Investment Manager
Advisory & Research Services
Bespoke Solutions
Representative Agent in Switzerland
OUR VISION
INDEPENDENCE
We are an independent team of investment professionals with a common
interest in dedication to excellence and superior investment returns
INNOVATION
We devote all investment, research and expertise
towards developing a highly specialised investment management
organisation focusing on innovative alternative investment solutions
INTEGRITY
We are committed to deliver full investment transparency to clients.
We developed a cutting edge proprietary asset management system of high quality information and reporting system to support the advisory, research and client services team
INVESTMENT SOLUTIONS
Investment Fund vehicles
Access to actively managed portfolios, concentrated or diversified, across alternative investments via Luxembourg fund structures
e.g.: Absolute Return portfolio, Alternative Income portfolio, Macro Diversified portfolio, Healthcare/Biotech portfolio, Venture Capital portfolio
Co-investments / club deals
Access through a Euroclearable note, listed on a stock-exchange, freely transferable and a bankable ISIN code
e.g.: Equipment Leasing, Direct Lending, Bridge Financing
Bespoke investment solutions
Build your own alternative investment portfolio that best fits your investment goals and risk tolerance
e.g.: Blend of alternative investment strategies
OUR MAIN INVESTMENT STRATEGIES
MEET THE TEAM
The team has a two decades-long institutional expertise and track-record in all fields related to alternative investments. The team was part of the top management in the alternative division at Edmond de Rothschild (Suisse) SA, formerly Banque Privée Edmond de Rothschild, which was the pioneer in alternative multi-management.
The leadership team has high specialisation in different areas comprising investment management, fund selection, structuring, financing, operational due diligence, legal and risk management.
MANUEL GARZELLI
CEO
INVESTMENT MANAGER
Iteram Investments
Edmond de Rothschild
CITCO Finance
MARC SBEGHEN
CFO / FUND RESEARCH
INVESTMENT MANAGER
ALEXANDRE LOUCHTCHAY
CRO
RISK MANAGER
PvB Pernet von Ballmoos AG
Edmond de Rothschild
Banque Cantonale de Genève
Edmond de Rothschild
EDRAM (France)
MOIRA D'ANTERROCHES
ODD / CONTROLLER MANAGER
DEBORA LETTIERI
OPERATIONS / ADMIN MANAGER
Nestlé Capital Advisers
Lloyds Banking
Lehman Brothers, Natixis
Edmond de Rothschild
Credit Suisse
YVES CLAUDE AUBERT
CHAIRMAN
OF THE BOARD
Independent director
Banque Cantonale Vaudoise
JAUME SABATER
VICE CHAIRMAN
OF THE BOARD
Stoneweg SA
Edmond de Rothschild
Universal Gestio
JEAN-YVES REBORD
NON-EXECUTIVE
BOARD MEMBER
Python Avocats
Baker & McKenzie
Credit Suisse
LAURENT AUCHLIN
NON-EXECUTIVE
BOARD MEMBER
Anglo-Swiss Advisors
Credit Suisse
Lombard Odier
INSIGHTS & NEWS
PRESS RELEASE
January 2021
ALTERNATIVE SPECIALIST, ITERAM CAPITAL, GRANTED ASSET MANAGER LICENCE
GENEVA, Switzerland, Jan. 13, 2021 -- ITERAM Capital SA, an independent alternative investment company, is pleased to announce that it has been authorized by the Swiss Financial Market Supervisory Authority (FINMA) as an authorized asset manager of collective investment schemes. This new licence is an addition to the company's current licence of providing representation services for foreign collective investment schemes to qualified investors in Switzerland received in 2017. With these two authorizations, ITERAM aims to become a leading alternative asset manager player covering private markets, hedge funds, and liquid fund alternatives.
June 2020
HFR European Awards
For the second year in a row, ITERAM Capital is pleased to announce a double-win for the Healthcare Biotech strategy, at the “Hedge Funds Review - European Performance Awards 2020”. The Healthcare Biotech strategy was awarded the best sub-$100M specialist fund of hedge funds over 5 years and 10 years.
May 2020
Performance
Ready to enhance and expand your portfolio with Alternatives?
ITERAM offers investors access to well needed alternative investments toolkit with strong risk-adjusted returns
#alternativeinvestments #hedgefunds #privatemarkets #uncorrelated
March 2020
Private Markets - Income
Looking for innovative sources of income? Benefit from a unique and uncorrelated Private Markets investment solution that delivered +8.9% net return to investors in 2019 and +8.6% annualised return since inception in May 2017. Diversified portfolio of direct investments with predictable cash flows and high asset-collateral coverage.
March 2020
Flash Update #2: Covid-19
The financial meltdown worst days since 1987
Hedge Funds protecting on the downside
A new Dawn for Alternatives
January 2020
New Board Member
ITERAM Capital is pleased to announce the appointment of Dr. Jean-Yves Rebord, an experienced attorney in Banking and Finance, as a member of the Board of Directors. Jean-Yves will significantly strengthen the regulatory and corporate governance of the firm.
January 2020
Performance
2019 was yet another successful year with solid risk-adjusted returns to investors crowned with prestigious award recognitions!
Is your portfolio ready for the next decade?
OUR ADDRESS
Boulevard Georges-Favon 8
1204 Geneva - Switzerland
