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Company

Consistent – Evidence-based – Customer-focused

About us

We aim to actively create added value for our valued customers. Our vision is to combine human expertise with technological knowledge in a targeted and unique way.

Serafin Asset Management offers specialized investment solutions for different market cycles, which provide additional diversification and interesting sources of supplementary income to our clients' core investments. 

Our history

30+

Employees

9

Research
Analysts

7

Public mutual funds

As a family, we ensure stability and long-term thinking. The core elements are a high level of capitalization, sustainable products in which we invest ourselves, and fair dealings with customers and employees.

Philipp Haindl, Founder

Our developments

Launch of Serafin Diversified Arbitrage Fund

2023

2021

Takeover of the Diversified Multi-Asset Class Fund (New: Serafin Multi-Asset Risk Focus Fund)

Takeover of the Schweizer Perlen Fund (New: AMG Schweizer Perlen Fund)

2020

2019

Launch of Innovation World Large Caps by AMG Fund

Launch of ALPORA Innovation Europe Fund

2014

2007

Launch of AMG Europe Fund

Launch of AMG Gold - Mines & Metals Fund

2006

2004

Launch of AMG Substanzwerte Schweiz Fund

Approach

What we believe in

We believe markets are efficient in the long run but may exhibit inefficiencies in short to medium term, providing opportunities for active strategies. Behavioral patterns such as risk aversion, technical constraints to financial leverage, lack of data, or herd behavior cause anomalies and inefficiencies.

A statistical analysis, complemented by a qualitative analysis helps us to understand the causes of these anomalies and to apply the inferences positively.

Daria Diachenko, CFA Head of Investment Strategy & Portfolio Construction

We make decisions on the basis of facts. This includes in-depth company analyses and an ongoing dialog with our portfolio companies.

Bernhard Graf Portfolio Management

Team

Meet our teams

As a modern asset manager, we work like a data-based software company: We are constantly tapping into new data sources, further developing models, testing updates, and then releasing them into the ongoing process.

Silvio Halsig, Founder, Managing Director | CIO

TEAM FRANKFURT – DE TEAM ZUG – CH

Career

We are hiring

Do you want to learn something new every day, share your knowledge, and really make a difference? Do you have the stamina and ownership mentality that could take us to the Champions League of Asset Management? For our fast-growing WealthTech, we are always looking for new colleagues with whom we can move mountains together.

Client Relationship Manager:in (m/w/d)
Learn more

You would like to invest?

Contact our experts

 

 

 

Team Sales
info[at]serafin-am.com
Tel: +49 69 950 647 140

You would like to invest?

Contact our experts

 

 

 

Team Sales
info@serafin-am.com
Tel: +41 (41) 726 71 71

The content of this website is directed at persons who are resident in Germany or Switzerland or who access this website from Germany or Switzerland.

This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).

The content of this website is directed at persons who are resident in Germany or Switzerland or who access this website from Germany or Switzerland.

This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).

The content of this website is directed at persons who are resident in Germany or Switzerland or who access this website from Germany or Switzerland.

This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).

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