Nucleo offers Private Clients

what banks no longer want to offer: 

private banking services...

WHO ARE WE ?

Nucleo Capital S.A. (« Nucleo ») is an independent financial company created in 2005, member of the Swiss Association of Asset Managers, specializing in asset management and wealth administration for private Clients and high net worth families.

We carry our activities out alone two distinct departments:

Nucleo Private Office
Nucleo Portfolio Management

Nucleo offers strategic portfolio management and advisory services. We aim at positioning ourselves as the main financial interlocutor to our Clients and their families for all and any subject pertaining to the organization, the administration and the management of their assets.

Nucleo owes its competitive edge to the twenty-eight years of private banking and asset management experience of its founding partner and to its innovative and light structure.

In order to remain exclusively business and Client focused, we subcontract all our daily administrative operations. Thus, we are left with for only preoccupation portfolio management and investment advice. Since 2005, the operations are subcontracted to our partner, Geneva-based Amadeus Capital SA a Swiss leader – since 1983 - in the field of asset management and administration.

NUCLEO PRIVATE OFFICE

We offer private Clients what banks don’t want to offer any longer: private banking services… We assist them with the organisation and administration of their family assets. We act as advisor as well as executors, board members and trustees.

Wealth Administration
Asset Diversification

To explain, to reassure: Nucleo Private Office wants to be an intergenerational link.

NUCLEO PORTFOLIO MANAGEMENT

Portfolio management and investment advice are offered on a mandate basis; we propose two different types of mandates:

Discretionary Management Mandate
Surveillance and Advisory Mandate

We represent and defend the interest of our Clients in front of their banks, their professional advisors and fund providers. As such, we monitor the various processes involved and ensure that transactions and operations are conducted efficiently and fairly, both in terms of administrative procedure and in terms of the fees levied.

We strongly believe that being independent is one of the most important factors in our relationship with our Clients. For this reason, we do not create nor manage our own investments products. We rather engage into individualized portfolio management and customized investment advice, thereby clearly differentiating ourselves from the ever increasing number of banks and asset managers which massively invest using mutual and hedge funds.

Our broad international network of banks and custodians enables us to accept mandates on accounts domiciled with multi jurisdiction onshore and offshore banks. Master mandates apply to several bank accounts at the same time.

We insist on regularly meeting our Clients. We always provide them with reporting materials issued by their custodian bank.

Though, in addition to their custodian bank’s own reporting materials, Clients may at times require more in-depth reports.

We have access to very sophisticated reporting software to issue documents highlighting not only investment activity and holdings but also data such as value at risk, beta etc. and to compute performance according to the latest institutional standards.

CONTACT

Nucleo Capital S.A.
7, rue Versonnex
1207 Genève
Suisse
Tel :  + 41 22 544 25 90
Fax : + 41 22 544 25 91
info@nucleocap.com

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Discretionary Management Mandate

DISCRETIONARY MANAGEMENT MANDATE

Together with each Client, we define an investment and risk profile and an investment strategy in order to delimit the boundaries within which we will manage the asset mix and choose investments for the portfolio. We engage all necessary resources to reach the objectives set by our Client. We manage portfolios on an individual basis. By doing so we clearly differentiate ourselves form the ever increasing number of banks and portfolio managers which massively invest using investment products. We handle the management of the entrusted assets alone.

Surveillance and Advisory Mandate

SURVEILLANCE AND ADVISORY MANDATE

The Client states its investment objectives and defines the areas for which he expects us to provide data, information and advice. We maintain a relationship with the Client’s custodian bank and monitor the portfolio on an ongoing basis, but have no authority to manage it. Based upon this surveillance activity, we advise the Client on any portfolio change it would deem appropriate. Advice may range from asset allocation to final investments, from stock to bond picking and arbitrage. The Client actually makes the investment decision and informs us accordingly. Orders are transmitted to the custodian bank either by the Client or by us.

 

Asset Diversification

ASSET DIVERSIFICATION

Apart from financial investments, Nucleo also provides assistance and representation services for the acquisition/disposal of privately held non-financial assets. Nature of assets includes, but is not limited to, residential real estate, works of art and other collectibles.

In specific cases, we act as an intermediary in a transaction pertaining to private assets. We also assist those of our Clients who require some degree of financing: we approach financial institutions and/or banks and make recommendations on what we believe to be the best and most appropriate financing offers.

Founding partner

FOUNDING PARTNER 

Nucleo Capital SA was founded in June 2005 by Laurent Timonier.

Born in 1964, Laurent Timonier spent 30 years in banking among which 13 with Bank Paribas and 7 with CCF-HSBC

At Bank Paribas, Laurent was active in various fields ranging from Oil & Gas commodity trading, M&A and corporate banking to private banking and asset management. Laurent has personally managed private portfolios of financial investments and advised private entrepreneurs and families on the acquisition/disposal of industrial, commercial and real estate assets. He spent 3 years (1993-96) in New York City as Chief Representative of Bank Paribas Suisse in the USA and then returned to Geneva, as a Member of the International Private Banking Board.

In 1998, Laurent joined Credit Commercial de France, in Geneva, as a Member of the Executive Committee and Head of its international private banking and asset management division. In 2002, CCF merged into HSBC. Laurent became a Management Board Member of HSBC Guyerzeller Bank SA, the high-end Swiss private banking subsidiary of the HSBC Group.

All along his various assignments, Laurent Timonier has built a solid expertise in portfolio management and in wealth engineering techniques. Longstanding, tight and successful professional relationships with a core group of private Clients have naturally led to the creation of Nucleo Capital SA in April 2005.

 

 

DISCRETIONARY MANAGEMENT MANDATE

Together with each Client, we define an investment and risk profile and an investment strategy in order to delimit the boundaries within which we will manage the asset mix and choose investments for the portfolio. We engage all necessary resources to reach the objectives set by our Client. We manage portfolios on an individual basis. By doing so we clearly differentiate ourselves form the ever increasing number of banks and portfolio managers which massively invest using investment products. We handle the management of the entrusted assets alone.

ASSET DIVERSIFICATION

Apart from financial investments, Nucleo also provides assistance and representation services for the acquisition/disposal of privately held non-financial assets. Nature of assets includes, but is not limited to, residential real estate, works of art and other collectibles.

In specific cases, we act as an intermediary in a transaction pertaining to private assets. We also assist those of our Clients who require some degree of financing: we approach financial institutions and/or banks and make recommendations on what we believe to be the best and most appropriate financing offers.

FOUNDING PARTNER 

Nucleo Capital SA was founded in June 2005 by Laurent Timonier.

Born in 1964, Laurent Timonier spent 30 years in banking among which 13 with Bank Paribas and 7 with CCF-HSBC

At Bank Paribas, Laurent was active in various fields ranging from Oil & Gas commodity trading, M&A and corporate banking to private banking and asset management. Laurent has personally managed private portfolios of financial investments and advised private entrepreneurs and families on the acquisition/disposal of industrial, commercial and real estate assets. He spent 3 years (1993-96) in New York City as Chief Representative of Bank Paribas Suisse in the USA and then returned to Geneva, as a Member of the International Private Banking Board.

In 1998, Laurent joined Credit Commercial de France, in Geneva, as a Member of the Executive Committee and Head of its international private banking and asset management division. In 2002, CCF merged into HSBC. Laurent became a Management Board Member of HSBC Guyerzeller Bank SA, the high-end Swiss private banking subsidiary of the HSBC Group.

All along his various assignments, Laurent Timonier has built a solid expertise in portfolio management and in wealth engineering techniques. Longstanding, tight and successful professional relationships with a core group of private Clients have naturally led to the creation of Nucleo Capital SA in April 2005.

 

 

WEALTH ADMINISTRATION

Nucleo steers its Clients throughout such diverse areas as asset structuring and holding techniques, estate planning and succession administration. We accompany Clients along the initial thinking process and on; we gather all necessary information and prepare all discussions to be held with professionals such as Lawyers, Tax advisors, Trustees, Foundation members, Corporate Directors etc. Our own network gives our Clients quick and direct access to virtually any needed professional in a large number of countries. In some instances, we act as a representative of its Clients in front of selected professionals.

In any event, we act solely as an intermediary. We do not render any opinion in the fields of Law and Taxation. We do not make any set-up of companies, trusts or foundations. We recommend our clients to make sure that their legacy structures comply with the legal and tax rules of their country of residence and/or their tax country. 

MANDAT DE GESTION DISCRETIONNAIRE

MANDAT DE GESTION DISCRETIONNAIRE

Avec chaque Client, nous définissons un profil de risque et d'investissement et une stratégie d'investissement afin de fixer les limites dans lesquelles nous décidons de l'allocation des actifs et des investissements à effectuer pour le portefeuille. Nous mettons en œuvre toutes les ressources nécessaires à l’atteinte des objectifs de notre Client. Nous pratiquons une gestion de portefeuille individualisée. Nous nous distinguons ainsi clairement du nombre toujours plus important de banques et de gérants qui n’ont recours qu’aux produits d'investissements. Nous assumons seuls la gestion des actifs qui nous sont confiés.

Mandat de surveillance et de conseil en gestion

MANDAT DE SURVEILLANCE ET DE CONSEIL EN GESTION

Le Client nous communique ses objectifs d’investissement et définit les domaines pour lesquels il souhaite que nous lui fournissions des données, des informations et du conseil. Nous sommes en relation avec la banque dépositaire choisie par le Client et suivons le portefeuille de façon régulière, mais nous n’avons pas l’autorité de le gérer. Sur la base de notre activité
de surveillance, nous conseillons le Client sur les changements que nous estimons souhaitable d’apporter au portefeuille.
Les conseils vont de l’allocation d’actifs initiale jusqu’à l’investissement final, de la sélection à l’arbitrage de titres et de produits d’investissements. Le Client prend la décision d’investissement et nous en informe. Les ordres sont transmis à la banque dépositaire soit par le Client soit par nous-mêmes.

Mandat de surveillance et de conseil en gestion

MANDAT DE SURVEILLANCE ET DE CONSEIL EN GESTION

Le Client nous communique ses objectifs d’investissement et définit les domaines pour lesquels il souhaite que nous lui fournissions des données, des informations et du conseil. Nous sommes en relation avec la banque dépositaire choisie par le Client et suivons le portefeuille de façon régulière, mais nous n’avons pas l’autorité de le gérer. Sur la base de notre activité
de surveillance, nous conseillons le Client sur les changements que nous estimons souhaitable d’apporter au portefeuille.
Les conseils vont de l’allocation d’actifs initiale jusqu’à l’investissement final, de la sélection à l’arbitrage de titres et de produits d’investissements. Le Client prend la décision d’investissement et nous en informe. Les ordres sont transmis à la banque dépositaire soit par le Client soit par nous-mêmes.

SURVEILLANCE AND ADVISORY MANDATE

The Client states its investment objectives and defines the areas for which he expects us to provide data, information and advice. We maintain a relationship with the Client’s custodian bank and monitor the portfolio on an ongoing basis, but have no authority to manage it. Based upon this surveillance activity, we advise the Client on any portfolio change it would deem appropriate. Advice may range from asset allocation to final investments, from stock to bond picking and arbitrage. The Client actually makes the investment decision and informs us accordingly. Orders are transmitted to the custodian bank either by the Client or by us.

 

REPORTING

Nous souhaitons rencontrer nos clients sur une base régulière. Nous leur fournissons les relevés de compte produit par leur banque dépositaire. Outre ces derniers,  les clients peuvent nous demander de préparer des rapports d’activité spécifiques.

Nos logiciels de reporting très sophistiqués nous permettent en effet de produire des documents récapitulant l’activité sur les investissements et les actifs détenus, de même que des informations détaillées sur la performance et les revenus. La présentation des résultats se fait selon les normes comptables et les standards institutionnels les plus récents.

Ces rapports peuvent en outre comporter des indices de référence personnalisés conçus pour répondre aux besoins des clients.

WEALTH ADMINISTRATION

WEALTH ADMINISTRATION

Nucleo steers its Clients throughout such diverse areas as asset structuring and holding techniques, estate planning and succession administration. We accompany Clients along the initial thinking process and on; we gather all necessary information and prepare all discussions to be held with professionals such as Lawyers, Tax advisors, Trustees, Foundation members, Corporate Directors etc. Our own network gives our Clients quick and direct access to virtually any needed professional in a large number of countries. In some instances, we act as a representative of its Clients in front of selected professionals.

In any event, we act solely as an intermediary. We do not render any opinion in the fields of Law and Taxation. We do not make any set-up of companies, trusts or foundations. We recommend our clients to make sure that their legacy structures comply with the legal and tax rules of their country of residence and/or their tax country.