Frequently asked questions

Why choose Nexilis?

Each client is strategic

We take on few mandates — only where we bring the right skills and focus to meet a client’s objectives and our own standards.

Performance

Our approach is supported by a track record of strong returns and downside protection over the long term.

Alignment

We are economically aligned with our clients through a simple and transparent compensation structure.

Transparency

Our systems allow us to provide granular reporting on exposures, risks, performance drivers and costs.

How are you regulated?

We are a FINMA-licensed portfolio manager, supervised by OSIF. Our operations are audited regularly under this framework, with reviews focused on risk management, internal controls, and compliance. Independent and impartial mediation for clients is ensured through OFS Ombud Finance Switzerland.

Please feel free to contact us directly for further information on our regulatory framework.

What is your investment philosophy?

Diversify

The best way to optimize risk-adjusted returns.

Avoid market timing

More money has been lost trying to anticipate corrections than in the corrections themselves.

Minimize costs

Unchecked, fees and taxes will take the lion’s share of returns.

Play to your strengths

Develop and profit from an expertise over the long term.

What range of services do you offer?

We provide the full spectrum of wealth management services. Our mandates can be comprehensive or targeted to specific aspects of investment or operational processes.

Wealth management

Investment policy formulation

Instrument selection and trade coordination

Consolidated reporting

Investment advice

Portfolio construction

Private equity and absolute return investment recommendations

Bespoke investment programs

We can also assist with unique situations — please reach out if there is something specific you would like to explore.

What types of clients do you serve?

Our clients are private individuals and families with a long-term investment horizon who value the improved focus, performance, alignment and transparency that our model provides.

Do you have a minimum investment requirement?

We do not have a hard minimum. Our approach can be effective for portfolios of any size, although some scale helps in terms of access and cost efficiency. We assess each situation individually, with philosophical alignment as the key factor.

How do you support families?

We integrate portfolio management into the broader context of long-term family wealth planning. Together with clients and their legal and tax advisors, we integrate portfolio management into broader estate and succession planning.

Do you publish performance figures?

No, but we are happy to walk you through them in a private conversation. We build portfolios around each client’s goals and risk appetite, with a focus on long-term outcomes across market cycles. Performance is only meaningful when viewed in that context.

What drives success in alternative investments?

We believe the key to success is a long-term, systematic focus on the asset class. We spent more than 15 years building our networks and refining our investment criteria. Today, we track more than 700 strategies worldwide in our database. Our long-term orientation and our reputation make us a valued partner to top-tier managers, allowing us to secure allocations in funds that are often closed to new investors.

Any books you recommend for learning more about investing?

The following are five timeless classics to get you started. These are the titles we return to — from lighter reads to more layered works.

‍The Little Book of Common Sense Investing – John C. Bogle
By Vanguard’s founder, a clear case for low-cost index funds — and why owning the market beats chasing it.

‍Stocks for the Long Run – Jeremy J. Siegel
Historical evidence that equities beat other asset classes over time.

‍Pioneering Portfolio Management – David F. Swensen
‍The blueprint of Yale’s endowment strategy emphasizes diversification, alternative assets, and a disciplined, institutional approach.

‍The Black Swan: The Impact of the Highly Improbable – Nassim Nicholas Taleb
Rare, unpredictable events shape the world far more than we think — so instead of trying to predict them, we should build resilience to withstand them.

‍Thinking, Fast and Slow – Daniel Kahneman
A classic on how two thinking systems shape judgment, bias, and decision-making.

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