Background on Family Offices

Family offices have existed since at least the 18th century. Their objective is to support high net worth individuals and families to manage their finances. In this capacity, family offices often encompass additional services such as financial, legal and tax advisory but are of help also in a variety of other services like family governance and other family internal affairs. They can assume the role of advisors and executors of many different issues. In today’s world, wealthy families are becoming more and more globally oriented and their dealings more and more complex. As a family office we can support such families by managing their wealth in many aspects such as the competence of a diverse team of experts, full time engagement of the team, alignment of interests and cost savings.

Your Family Wealth

A common and shared vision for the future are the premises for sustained growth of family wealth over the years. At Osiris we help to shape such a vision and foster common goals to ensure the success for future generations. A careful and well-conceived wealth planning and spending management supports you in the achievement of your present and future financial goals. We can offer you several investment strategies that function as a framework and starting point to manage your assets tailored to your needs.

“All intelligent investing is value investing – acquiring more than you are paying for. You must value the business in order to value the stock.”
– Charlie Munger

Tax Planning

Investments in different asset classes and jurisdictions requires a deep understanding of existing laws and regulations, including the main characteristics and rules of tax authorities in the customers’ country. Mistakes can easily lead to losses or a lower after-tax performance. Osiris possesses the expertise and connections to ensure that investment returns are kept tax efficient while being consistent with the customer’s investment objectives and risk profile.

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SERVICES AND PRODUCTS

The services and products described on this website are intended to be made available only to persons outside of the United States. This website should not be considered a solicitation or an offering of any of Osiris funds to investors. The different funds from Osiris Asset Management are described in a prospectus or a summary prospectus, which contains more complete information about the Funds, including management fees and other charges and expenses. You should read the prospectus or summary prospectus carefully before you invest or send money. You can read, print or download the prospectus or summary prospectus from this website.

FABRIZIO M. PIERALLINI

As CEO of Osiris Asset Management Fabrizio is responsible for the asset allocation process, which covers both fixed income and equities. He has been managing both institutional and private clients’ assets for over 25 years in the US, London and Europe.

Moreover, he has been conducting buy side research, meeting both management of mid- and large cap corporations worldwide with focus on the US, Europe and Emerging Markets.

Apart from that, he was responsible for building up a leading asset management group in New York. He chaired various Investment Oversight Committees for endowments, pension funds and mutual fund groups.

He actively held conferences throughout the US and Europe, speaking at seminars and to the press domestically and overseas.

On top of that he was recognized and ranked as a Top Quartile Manager with the distinction of 5- and 4-Star Morningstar Portfolio Manager for over 15 years and top-ranked Lipper Manager for both Global and Emerging Markets.

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How can we help?

Please get in touch with us to learn more about our investment capabilities and how we can support your investing needs with our services and expertise.
For all enquiries, please contact us using this form.

    Investment Philosophy and Process
    The distribution of this document maybe restricted in certain jurisdictions. It is the responsibility of any person or persons reading this document to inform themselves of ,and to observe, all applicable laws and regulations of any relevant jurisdiction including obtaining any governmental or other consent which maybe acquired or observing any other formality which needs to be observed in that jurisdiction.This document does not constitute or form part of any offer to issue or sell, or any solicitation or any offer to subscribe or purchase, any investment nor shall it or the fact of its distribution for m the basis of, or be relied on in connection with,any contract therefore. Any offer to sell investments in the future will be subject to the terms of a formal prospectus or equivalent document circulated at the time and not on the basis of the information contained in this document.This document has been prepared solely for the information of the person to whom it has been delivered and should not be passed on to any other person. The information contained herein may not be reproduced, distributed or published by any recipient for any purpose without prior written consent to Osiris Asset Management AG.Potential subscribers are advised to seek professional advice on the laws and regulations applicable to the subscription, purchase, holding, redemption and sale of shares in their countries of citizenship, residence or domicile. If you are uncertain about your position under the laws of the country in which the mail is being viewed then you should seek clarification by obtaining legal advice from a lawyer practicing in the country of your residence. Each investment in this product bears risks, such as value and profit fluctuations. Investments in foreign currencies may be subject to currency exchange rates. Past performance is not a guarantee of future returns. The value of investments may fall as well as rise. The performance data do not factor in the commissions and charges levied on the issue and redemption of units.
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