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Investment Services

Hottinger & Co. Limited is a boutique investment management company which provides bespoke discretionary portfolio management services to global clients.

We are, by nature, conservative managers who aim to preserve capital and income whilst delivering consistent investment performance. All investment professionals within the business collaborate and provide input to our decision-making process which analyses economic and political issues affecting world markets. We aim to achieve our goal of maximising returns within given guidelines through diversification across asset classes, regions and currencies recognising that great investment ideas can come from many different sources. When investing in funds, we fully utilise our access to top-rated managers to keep abreast of market thinking, as well as the developments within individual funds. This close interaction with market participants helps us to identify investible ‘themes’ which we believe have fundamental and enduring characteristics. We also emphasise the use of independent research and responsible investment activities.

We believe in the primary importance of understanding our clients’ objectives and expectations and we construct bespoke portfolios tailored to suit. We recognise that each client will have specific investment needs and objectives so our portfolio strategies are designed to suit specific requirements, ascertaining a client’s tolerance to risk, their investment time horizon and return objectives while ensuring that all risks are fully explained and understood.

Discretionary Investment Management – We manage these investments in a manner that is appropriate for the client and within the investment objectives and restrictions stated in the Investment Management Agreement. Hottinger & Co. Limited, acting as agent, has complete discretion to take all day to day investment decisions and otherwise act as it judges suitable in relation to the client’s investment guidelines.

AIM Portfolio Service – Our AIM IHT Portfolio Service aims to mitigate the IHT liability facing our clients through a diverse portfolio of 25-35 AIM-listed companies with a growth bias using both bottom-up and top-down analytical screening that qualify for the full 100 per cent exemption from IHT, although there can be no guarantees as the final decision will be made by HMRC at the time of death.

ETF Portfolio Service – Here we adhere to the model asset allocation that is the result of our monthly strategy meetings and implement the results through a managed portfolio of low cost passive investments which are re-balanced quarterly.

Execution Only Brokerage – We provide an investment execution service only, where we do not act as the client’s investment manager. All trades will be placed for execution to the order of the client or an appropriately authorised third party representative. Orders will be executed in strict adherence to the order execution policy and guidelines of Hottinger & Co. Limited.

Hottinger & Co. Limited is authorised and regulated by the Financial Conduct Authority with registration number 208737. Click here to review Hottinger & Co. Limited information on the FCA website.

Treasury Services

We believe cash can play an important role in our families’ planning, be it for short term liquidity, longer term security or future liabilities.

We recognize however that the usual process of the analyzing, selecting and placing funds to maximize returns is an often time consuming and cumbersome administratively and often results in achieving poor interest rates. In order to address these challenges, Hottinger offers a Cash Management Service powered by Insignis Cash, which allows individuals, trusts, charities and businesses to actively manage their cash by accessing some of the best interest rates in the market at the click of a button.

The ability to tailor solutions to meet your needs through easy access to a range of competitive bank accounts via a secure platform ensures you achieve enhanced returns with minimal administration.

If you would like more information about our active Cash Management Service, please contact us

Managed Treasury Service

For those clients wishing to maximise the efficiency of their Treasury function Hottinger provide an actively managed portfolio of cash or near-cash solutions.

Leveraging our expertise in cash deposits, term deposits and high quality short-duration fixed income securities we work closely with clients to understand, in detail, the profile of anticipated cash-flows, forthcoming liabilities and any specific return objectives. We then construct a blended portfolio of assets that are designed to meet specific liquidity requirements, match forthcoming liabilities and optimise total returns.


Investments do not guarantee a return, and the value and the income from them can fall as well as rise, so that you may not realise the amount originally invested. Where an investment is denominated in a currency other than sterling, changes in exchange rates between currencies may cause the value of investments to go up or down. Past performance should not be seen as an indication of future results. This material is communicated for informational purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction. Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. Opinions expressed are current opinions as of the date of appearing in this material. No reliance may be placed for any purpose on the information and opinions contained in this document or their accuracy or completeness. No part of this material may be copied, photocopied or duplicated in any form or distributed to any person who is not an employee, officer, director or authorised agent of the recipient, without the prior permission of Hottinger & Co Limited.