While reflecting the values of integrity, independence and transparency that inspire us, the long-term trust our clients have bestowed upon us is – to a large extent – driven by our commitment to deliver. Our goal is to strike a perfect balance between risk and performance in all circumstances and to offer efficient, creative, performance-driven solutions and strategies. Whether in the field of private banking or institutional asset management, our ambition is to become – and to remain – an engine that will propel your future projects. We measure the overall success of our convictions and the strength of our commitment based on your level of satisfaction.
From the onset, we imagined the IRIS Finance International Group as providing a pool of cutting-edge services, both benchmark-agnostic and unconstrained by the usual standards of the asset management industry. Freedom in our tactical choices. We believe this pragmatic positioning was the most effective way of offering versatility, adaptability, responsiveness, and optimal security in relation to the market’s intrinsic value. Time has proven us right. Today, it is natural for us to combine forward-thinking and tradition, science and empiricism, technical expertise and intuition. Whether segregated or pooled, targeting institutional or private investors, our investment solutions, and the performances their deliver, now embody our brand and make us to stand out from the crowd.
In our constant drive to achieve greater efficiency, our journey has also been marked by key milestones. We have grown at a reasonable and steady pace, with the objective of offering our clients a deep and performance-driven investment universe.
Takeover of IRIS Finance
Acquisition of Provalor SA
Merger by absorption of Provalor SA
Creation of the IRIS Finance International holding
Acquisition of Compagnie Financière Genevoise 1855
Acquisition of Chahine Capital
Acquisition of Createrra Finance
Creation of IRIS Finance Monaco
Acquisition of Dynasty AM
When promising companies join their forces, they also bring together the talents behind their success and their renown. Revealing and highlighting their complementary nature has been a key strategic challenge for the group.
IRIS Finance’s capabilities cover two main areas: discretionary private banking and asset management. The firm develops creative, innovative, and transparent solutions for its clients, investing across the main asset classes and adapting its style to the objectives agreed with each investor. Alongside its discretionary management services, IRIS Finance runs two investment funds – IRIS Europe and IRIS Avenir – as well as an AIF – CFG Patrimoine – on behalf of its private clients.
Recognised and appreciated for its wealth management capabilities, Createrra Finance has structured its operations to meet the needs of investors of different generations and from diverse backgrounds. As such, the firm’s approach is to embed principles of innovation and modernity into a range of services complying with the highest standards of traditional wealth management. For investors requiring greater assistance, including advice on tax optimisation, multi-bank consolidation or estate planning, the company also offers first class Family Office services.
La Compagnie Financière Genevoise is recognised for its wealth management capabilities, including for HNWIs. In keeping with the Swiss banking tradition, the firm upholds values of discretion, proximity, communication, and empathy while offering tailor-made services to each of its clients. The company’s independence and the absence of any outside influence guarantee the objectivity and impartiality of investment convictions.
As one of Europe’s pioneering quantitative investment managers, Chahine Capital was born from the blend of science and finance. Its brand is now intrinsically associated with the Digital Funds, an umbrella-fund that has delivered among the strongest performances within the industry*. What are its recipes for success? The first are proprietary algorithmic models designed and optimised to beat the market over long-term periods. The second is a team of researchers, engineers, and mathematicians with expert knowledge in performance engineering.
* Past performance is not indicative of future results. The recommended minimum investment period for Digital Funds SICAV is 5 years. They have a high level of risk.
Located at the very heart of the Principality, IRIS Finance Monaco provides investors with tailor-made wealth management services. IRIS Finance Monaco supports its clients with the implementation and planning of a wealth management strategy.
Dynasty Asset Management offers asset management specializing in corporate and convertible bonds. Dynasty AM’s portfolios are built on a bottom-up approach, representing their belief that performance is only achieved with a deep and superior understanding of company fundamentals.
Our key figures
Now present in five European countries, the group’s entities also offer access to the world’s financial markets.