Legal notice
This is a translation of the Italian legal notice, provided for convenience. The Italian version prevails. Italian version
Goodwill Asset Management SA
Financial institution authorised by FINMA
Palazzo Grassi
Via Livio 14
6830 Chiasso
Switzerland
Supervisory body:
OSFINcontrol AG
Chairman of the board of directors:
Raffaele Camerlingo
The persons entered in the commercial register have joint signing authority by two: the company is bound by the joint signature of two of them.
Contact:
[email protected], +41 91 225 63 52
Register number: CH-501.3.020.350-3
Commercial Register of the Canton of Ticino
Company identification number (UID): CHE-484.289.819
The company is mainly engaged in portfolio management, with six management lines tailored to the client's risk appetite. Goodwill Asset Management SA is a financial institution authorised by FINMA and supervised by the supervisory body OSFINcontrol AG.
Management lines
100% bonds
Up to 100% in investment grade bonds and cash, excluding equities, structured products and alternative investments.
| Investment horizon | 1 to 3 years (short horizon) |
|---|---|
| Objective | Preserve the real value of the assets. |
| Risk level | Low: you are not willing to accept fluctuations in the value of your portfolio, because you want to protect your capital over time. |
25% equities
Up to 25% in equities, the rest in cash and investment grade bonds, excluding structured products and alternative investments.
| Investment horizon | 3 to 5 years (medium horizon) |
|---|---|
| Objective | Preserve the real value of the assets over the long term, with steady income from interest and coupons, supplemented in part by dividends and capital gains. |
| Risk level | Medium: you can bear moderate fluctuations in the value of your portfolio and are therefore content with moderate growth. |
50% equities
Up to 50% in equities, the rest in cash, investment grade and high yield bonds, excluding structured products and alternative investments.
| Investment horizon | 3 to 5 years (medium horizon) |
|---|---|
| Objective | Preserve the real value of the assets over the long term, with steady income from interest and coupons, supplemented in part by dividends and capital gains. |
| Risk level | Medium: you can bear substantial fluctuations in the value of your portfolio and are therefore content with moderate growth. |
75% equities
Up to 75% in equities, the rest in cash, investment grade and high yield bonds, structured products included, alternative investments excluded.
| Investment horizon | 5 to 9 years (long horizon) |
|---|---|
| Objective | Achieve a substantial increase in the real value of the assets over the long term, through capital gains and dividends. |
| Risk level | High: you can bear significant fluctuations in the value of your portfolio in order to achieve significant growth. |
100% equities
Up to 100% in equities, the rest in cash, investment grade and high yield bonds, structured products included, alternative investments excluded.
| Investment horizon | 5 to 9 years (long horizon) |
|---|---|
| Objective | Achieve a considerable increase in the real value of the assets over the long term, through capital gains and dividends. |
| Risk level | High: you can bear strong fluctuations in the value of your portfolio in order to achieve significant growth. |
100% speculative
Up to 100% in equities, the rest in cash, investment grade and high yield bonds, structured products and alternative investments included.
| Investment horizon | More than 9 years (very long horizon) |
|---|---|
| Objective | Maximise the return using, besides equities, derivatives, foreign exchange, structured products and alternative investments, intraday trading included. |
| Risk level | Very high: you can bear very strong fluctuations in the value of your portfolio, taking on greater risk to maximise the return. |
Ombudsstelle Finanzdienstleister (OFD)
Goodwill Asset Management is also affiliated with the association Ombudsstelle Finanzdienstleister (OFD).
Under Art. 79 FinSA, clients may refer any dispute to the ombudsman:
Ombudsstelle Finanzdienstleister (OFD)
Bleicherweg 10
8002 Zürich
+41 44 562 05 25
[email protected]
www.ofdl.ch
Limitation of liability
Liability for content: the content of this website has been prepared with the greatest possible care and is for information purposes only. Goodwill Asset Management SA gives no warranty, express or implied, as to the accuracy, completeness or content of the information published. All information on this website may be changed at any time without notice. Goodwill Asset Management SA accepts no liability for losses or damage of any kind arising from the use of this website and its content.
No offer and no advice: all content on this website (information, documents, data, etc.) is made available for information purposes only. It is not to be understood as an opinion (legal, tax or otherwise), as investment advice or as a recommendation, and it does not constitute an offer.
General information
The site is written in Italian because Goodwill Asset Management SA is a Swiss company active in the Canton of Ticino, where Italian is an official language. The use of Italian cannot therefore be interpreted as a connection with the Italian Republic.
This is a translation of the Italian legal notice, provided for convenience. The Italian version prevails.
Liability for links
Our website contains links to external websites operated by third parties, over whose content we have no control. Goodwill Asset Management SA therefore accepts no liability for the content, accuracy, completeness or lawfulness of external websites.
Copyright
All content on this website is protected by copyright, in particular by the Federal Act on Copyright and Related Rights (CopA). Reproducing, transmitting, processing, modifying or using the content of this website for commercial purposes is prohibited without the written permission of Goodwill Asset Management SA.