Loyal Finance has been focusing on the management of fixed income portfolios for more than 30 years. Besides individual mandates and funds for institutional clients, our main target group, we now also manage retail funds and have become BCGE’s strategic centre of expertise on fixed income. Yet we remain an independent specialist asset manager with our own dedicated research and portfolio management team.
Founding of Loyal Finance AG and first bond mandates in CHF
First bond mandate in a foreign currency
Member of the “Code of Ethics in Occupational Pensions” foundation as co-founder
First mandate to manage a public fund
Registration with the SFBC (now FINMA) as an asset manager under the Collective Investment Schemes Act (CISA)
Registration with the charter of the Swiss Association of Pension Institutions (ASIP)
Member of Swiss Sustainable Finance (SSF) and signatory of the United Nations Principles for Responsible Investment (UNPRI)
Introduction of a proprietary ESG classification for the entire CHF fixed income universe
Majority takeover by Banque Cantonale de Genève (BCGE), continuation as an independent asset manager and BCGE’s centre of expertise on fixed income
Increase in the number of staff for long-term development
Takeover of the management of the Synchrony Fixed Income fund range (under Luxembourg and Swiss law)
Successful launch of the Synchrony (LU) World Credit Opportunities fund
New CEO and new Executive Board
Enhanced ESG process based on data from MSCI ESG
Planned implementation of SFDR rules, Article 8
An extremely experienced and stable team of fixed income portfolio managers with many years of expertise and an outstanding track record in managing fixed income portfolios.
For almost 30 years, we have focused exclusively on the management of fixed income portfolios for predominantly institutional clients. All our activities are managed independently and geared solely towards safeguarding the interests of our clients, without any outside influence. This specialisation and the limited number of mandates allow for very close and long-term monitoring of portfolios and clients. Thanks to our exceptional flexibility, we are also able to respond to very specific client needs.
The application of a proprietary, highly structured and disciplined investment process in both the interest rate and credit areas. This process is constantly evolving and has proven itself over the years and in many different market cycles.
The conviction that research, investment decision and implementation at portfolio level go hand in hand and should therefore be the responsibility of the same portfolio management team, without geographical or temporal separation.
Loyal Finance AG has been licensed as a collective asset manager since 2007. The company is therefore subject to supervision by the Swiss Financial Market Supervisory Authority (FINMA). As part of this supervision, the financial institution is audited and reviewed annually by the auditing company Deloitte, both in terms of prudential and contractual law. The addresses of FINMA and Deloitte are provided below.
The information sheets “General information on the Financial Services Act (FinSA)” and “Duty to provide information according to the Financial Services Act (FinSA)” provide information on how Loyal Finance AG implements certain requirements set out in the Financial Services Act (FinSA) as of 1 January 2022.