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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.

Learn more >

Innovative Strategy Fund

Equity market strategy that generates high return potentials in both positive and negative market phases.

Learn more >


AWARDS & PRESS

TOP RATING Citywire ®


Citywire Statistics (3 years)

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 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.

Supervisory Board

Hellmut Schümperli, president
Marcel Weiss, vice-president
Mike Jent, member
Markus Töllke, member

Management

Markus Töllke (CEO)
Emma Tritto (CFO)


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 manager, pension schemes and institutions
  • Structuring of investment solutions as a fund (CH, LUX), certificate or SPV

Selective Activities:

  • Purchase of existing fund structures by MRB a/o distribution of (external) funds with exeptional track records and strong stand alone characteristics
  • Onboarding of portfolio managers without their own FINMA licensing

CONTACT

MRB VERMÖGENSVERWALTUNGS AG

Fraumünsterstrasse 11
8001 Zürich
Tel. +41 44 210 42 77
Fax +41 44 210 42 72
info@mrbpartner.ch

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UNLIMITED CONSULTING

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