Welcome to MRB
MRB Vermögensverwaltungs AG (MRB) was founded in 1979 in Zurich.
MRB guarantees full compliance with the highest standards of business conduct and regulation being supervised by the Swiss Financial Market Supervisory Authority (FINMA) and is an active member of the Swiss Association of Asset Managers (SAAM).
We perceive ourselves as experts in the management of sophisticated convertible bonds portfolios and for investment solutions with an asymmetric risk-return profile.
MRB is 100% privately owned. As entrepreneurs we count on performance and reliability.
Contact us.
FUNDS
MRB CONVERTIBLE BONDS FUND
Convertible Bonds Fund combining the upside potential of global equities (ca. 35%) and the capital preservation plus income characteristics of bonds.
Innovative Strategy Fund
Equity market strategy that generates high return potentials in both positive and negative market phases.
AWARDS & PRESS
TOP RATING Citywire ®
The MRB Wandelobligationen Fonds aims to achieve superior investment returns over an investment cycle while staying focused to represent the lowest level of investment risk among global peer funds.
The fund conceptionally represents a muted equity sensitivity (delta 20%-35%), a limited duration risk (average duration < 2 years) and a positive bond yield ("carry"). Against the backdrop of a historically low volatility <3% (12M) and a muted downside risk (max. drawdown) the fund qualifies as a startegic investment within the bond part of portfolios.
2013: Citywire ® selects the MRB Wandelobligationen Fonds as one of the top 5 funds (ovverall) in its segment (globally, 5 years).
TOP RATING LIPPER ®
LIPPER ® classifies the MRB Convertible Bond Fund as a "Leader" within its category.
Lipper-Rating (3 years):
Rating 4 (1-5)
(total return)
Rating 5 (1-5)
(capital preservation)
(The best 20% of a peer group of funds are classified as "Lipper Leaders" (Rating: 5))
ABOUT MRB
MRB Vermögensverwaltungs AG (MRB) was founded in 1979 in Zurich.
MRB guarantees full compliance with the highest standards of business conduct being registered with the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager of collective investment schemes since 2009 and is an active member of the Swiss Association of Asset Managers (SAAM).
We perceive ourselves as experts in the management of sophisticated convertible bond portfolios and for investment solutions with asymmetric risk-return profiles.
MRB is 100% privately owned. As entrepreneurs, performance and reliability count for us.
Supervisory Board
Hellmut Schümperli, president
Marcel Weiss, vice-president
Mike Jent, member
Markus Töllke, member
Management
Investment Experts
Markus Töllke
Didier Huyberechts
Peter Vrkljan
Yvo Bossard
Compliance / Risk / Legal / Operations
Emma Tritto
Deborah Aeberhard
Dr. Alla Merzakreeva
RA Alex Rabian
SwissComply AG
Solutions for Asset Managers
MRB offers asset managers, pension funds and family offices professional support.
- Portfolio management or fund management for pension schemes and institutions
- Active advisory for asset managers, pension schemes and institutions
- Structuring of investment solutions as a fund (CH, LUX, LIE), certificate or SPV linked note
Selective Activities:
- Purchase of existing fund structures
- Distribution of funds with exceptional track records and strong stand alone characteristics
- Onboarding of portfolio managers aiming to run their own fund project as a member of MRB
CONTACT
MRB VERMÖGENSVERWALTUNGS AG
Fraumünsterstrasse 11
8001 Zürich
Tel. +41 44 210 42 77
Fax +41 44 210 42 72
info@mrbpartner.ch