About us
Mayfair Financial Services Ltd. was founded in Lugano on the 18 th February 2014 on the initiative of three investment professionals that have been active since many years in the financial sector. Each with different attitudes, but definitively complementary with each other. The scope of the Partners is to become an important source of reference for distribution of financial products (mainly Collective Investment Schemes) to qualified investors in Switzerland.
Mission
Our mission is to deliver the higher standard of services and to respond to a vast range of investment needs to qualified investors.
Mayfair Financial Services Ltd. has been authorised to distribute Collective Investment Schemes in Switzerland by the FINMA.
Philosophy
The Team constantly finds and selects with an intenral rigourous approach third parties funds or fund managers who are able to respond to the needs of qualified investors in Switzerland, to assist these investors in the mission of diversifying traditional portfolio, providing investment solution with superior risk-adjusted returns and a low correlation to financial markets. The members of the team have cumulated an overall experience in financial markets and products investments for over 90 years.
Rigors
Identifying macro-economic trends: which strategies are best indicated with the current economic and financial environment.
Internal and External Due Diligence: careful qualitative and quantitative selection of the fund managers to be distributed.
Transparency
With customers.
With selected counterparts.
Conflict of interest carefully avoided.
Alpha
Search for Alpha, avoidance of Beta exposure, with the exception of thematic «niche» products.
Team
Daniele Conti, President and Director.
Degree in Economics of Financial Institutions and Financial Markets at Università Bocconi, Milan (Italy), has been active for years in
the distribution of financial products to institutional investors in Switzerland.
Matteo Zannoni, Member of the Board.
Degree in Finance at the Darla Moore School of Business University of South Carolina and AZEK Certified Expert in Finance and
Investments. He has long lasting experience in Portfolio Management and Asset Allocation solutions, including leadership roles, in various primary Swiss institutions.
Davide Banchini, Member of the Board.
Master in Economics Banking and Finance at the Università della Svizzera Italiana and Swiss Certified
Financial Analyst Long professional experience in private banking and wealth management in UBS, as investment advisor and portfolio manager. Since 2013 he has been involved in asset allocation and fund
selection activities for various asset managers.
