STRATEGY
Strategy is famously described as ‘a science and an art’ they are the guiding principles of
what we want to achieve together in our work
WE LISTEN CAREFULLY
Without spending time listening to your needs we are not able to
create our shared vision of what success looks like
"WHAT MATTERS MOST TO US
IS WHAT MATTERS MOST FOR YOU"
SAFEGUARD
The client controls the flows in and out of their
accounts and has our assurances to safeguards their assets
We help you develop your individual portfolio strategy and you
have full control while we carry it out and monitor it efficiently
We are entrusted to manage your assets and help you navigate ensuring
the most turbulent of economic time
OUR PRINCIPLES
Our principle mission is to manage your assets in a way that ensures growth and wealth sustainability
and our role is to protect clients along this journey every step of the way
Our services are always tailored to your specific needs and we serve our clients with a straightforward setup
and the basic need for good investment advice and ongoing control and management
02
02
01
ASSET PROTECTION
First and Foremost asset protection through diversification to reduces risk while maximizing returns
02
COST PERFOMANCE
In every investment we consider the best approach to cost performance and we watch it carefully
03
INNOVATION
We implement the latest investment concepts and technology to expand investment horizons
04
OPEN ARCHITECTURE
Open architecture means going where without limitations or fences to ensure optimal investment options
WE RECOGNIZE YOUR NEEDS
We recognise that everyone’s financial journey is different, that is
why our approach to financial and investment planning is based
on individual goals while preserving integrity
OUR KEY SERVICES
Our services are always tailored to your specific needs and we serve
our clients with a straightforward setup and the basic need for good
investment advice and ongoing control and management
01
RISK MANAGEMENT
We regularly re-align your investments to
meet your strategic needs
02
INVESTMENT MANAGEMENT
Your goals match our investment proposal, together we develop
the strategy
03
CUSTODIAN SELECTION
No two banks are the same, so we with you to select the best choice
04
ASSET ALLOCATION
Customized reporting showing you the data you need to know
+ SERVICES
We support our clients to plan these and more depending
on their specific requirements:
Legal Structures
Tax Professionals
Relocation
Real Estate
Art Advice
Medical
Networking
Private Aviation
OUR PRIORITIES
So take we your goals with our understanding of their priorities and we negotiate the best price
and cost relationship to optimise your bottomline
In order to assess risk and return quickly and efficiently, it is crucial to consider the impact
of both past and future investment decisions
In asset management, value creation means a maximum return of the capital employed in terms
of utilization and productivity over the entire life cycle
MANAGING PARTNERS
47 Heritage is a Boutique Asset Manager managed by a team of financial specialists who decided in 2018 to use their expertise and
many years of experience working for well-known Swiss banks to established their own company
DR. CLAUDIO MAZZONI
CHIEF EXECUTIVE OFFICER
Claudio has 25 years in Swiss banking and has a broad knowledge of the complexities of Institutional and Private Banking markets. His strategic leadership of investment, asset and risk management have steered multiple successes among peers and major banking markets internationally
ENEA PRONZINI
CHIEF FINANCIAL OFFICER
After studying engineering, Enea has served the private banking industry for 20 years specialising in family governance and asset protection. Enea's holistic analytical approach to problem solving has resulted in continued success in the financial industry
"YOUR FOCUS IS OUR PRIORITY"
PARTNERS FOCUS
Performance and cost control, including cash management, are always a priority
When a family’s assets are diverse it can be a challenge to structure and manage them efficiently
but that’s our job our so administration doesn’t tie you down. Family office services include all
services a family requires to manage their wealth
Our principal focus and expertise is bankable assets, and when it comes to other assets classes we network with
our families and outside professionals on an as needed basis and realize the best solution
We keep an overview of all your assets and manage investment and financing matters
to evaluate which investments are best suited for your particular needs
BANKING CHOICES
We empower our clients to choose to work with our custodian
banking partners in order to carefully to find the bank best suited
options to your suit your investment profile and investment goals
Think of us as the manager and facilitator, its our work to
interface your needs and manage the banks and maintain
our clients investments and reporting as a priority
WE THINK SUSTAINABLE
We offer strategies that convert climate change from a threat to an investment opportunity
for clients who consider investing in sustainable as part of their philosophy
We support ITS NOW OR NEVER MYKONOS an initiative by one of our client's daughter
and her friends to clean the local beaches in the Greek isle Mykonos:
ASSET MANAGEMENT SOLUTIONS
We use key tools and technology to achieve Asset Management Solutions and partnered with ORTEC Finance. The main objective of performance measurement and attribution is to better understand where returns derive from and to consistently show the added
value and the risk of each investment decision.
ZURICH - ST. MORITZ - DAVOS
ST. MORITZ
Plazza da Scoula 10
CH - 7500 St. Moritz
ZURICH
Hirschengraben 28
CH - 8001 Zürich
DAVOS
Promenade 140
CH - 7260 Davos Dorf
ASSET MANAGER PARTNERSHIPS
All partnership require mutual goals,and teamwork.
If you an asset manager who would like to join a larger partner feel free
to contact us to discuss it by emailing Dr. Claudio Mazzoni: