The new Swiss player specialises in bespoke investment products for professional investors.
Alternative investments provider Blue Polar Investment Solutions has entered the Swiss market.
Led by a team of four family office specialists including partners, Alberto Gómez, Carlos García, Juan Araujo and managing partner, Telmo de las Rivas Campo, Blue Polar began its operations in September.
Prior to the new venture, de las Rivas (pictured) spent seven years as a director at Swiss advisory firm Capital Vision, and he was also a private banking advisor at J.P. Morgan in Switzerland and Banca March in Luxembourg.
The company, based in Geneva, specialises in providing access to bespoke investment products for family offices, private banks, independent financial advisers, institutional clients and asset managers.
There is a need for a platform that can cater to high-net-worth individuals and their specific needs. The current platforms may not be adequate to serve this client segment effectively.
Blue Polar has partnered with Luma Financial Technologies to better serve its target market, emphasising the importance of personal relationships and client engagement in their business model.
“Implementing the right technological platform is crucial,” said de las Rivas. “Digitalisation is an important aspect to make client experience and processes more efficient.
“We recognise the value of personalised service and reactivity in maintaining these relationships, especially with high-net-worth clients,” he said.
Offerings
The company’s product offering will focus on providing access to the market via a variety of targeted at different risk profiles.
“Structured products are very appealing to our target client base, especially for our Latin American clients,” said de las Rivas. “They will be a core part of their product portfolio, as they provide a way for clients to manage risk and volatility in their investments.”
According to de las Rivas, capital protection remains an attractive feature of structured products for many investors, “especially in the current environment, and they can also deliver consistent and stable returns”.
The company believes structured products have a competitive edge, especially in the post-COVID-19 pandemic context, as they can offer more stability and protection compared to other investment options.
In addition to traditional structured products tailored to meet specific client needs, the company will also offer multi-family offices (MFOs) the ability to issue AMCs and trackers, “allowing them to access active management strategies through specialised certificates”.
“This flexibility will open new investment and risk management opportunities for our clients,” said de las Rivas.
“Attracting high-net-worth clients interested in these types of structured, capital-protected products advanced risk management strategies to protect investments against market volatility will be a key focus for us.”
Blue Polar’s short-term plans are aimed at positioning the company as a technologically advanced provider that “can deliver a personalised, reactive, and high-performing service to a high-net-worth clientele”.
“We will focus on capturing new clients through our partners’ network going forward,” said de las Rivas.