Value Proposition and Our Purpose
Focused, Patient, Disiplined
At Emerald, we are committed to one clear purpose: managing your wealth with the same care, clarity, and conviction we apply to our own. We avoid short-term trends, stay guided by fundamentals, and build portfolios that reflect lasting value—not passing fads.
Our Team
Moritz Solèr, CEFA
Partner and CEO
Thomas Küpfer, CFA
Partner and CIO
Cyrill Kiefer
Partner and Head Front Office
Davide Frani, CFA
Partner and Client Advisor
Cédric Jacque, CFA
Partner and Senior Portfolio Manager
Luigi Scirocco, CFA
Portfolio Manager
Flavio Tuvé
Client Advisor
Martin Bingisser
Head of Legal, Risk, and Compliance
Larissa Dos Santos
Compliance Officer
Our Beliefs
Client First
First and foremost, we treat all clients fairly and put their interests ahead of our own—a basic principle that has been forgotten too often in the industry. The fruitful partnerships we strive to build with clients only work long term if the interests of both parties are aligned. To ensure this alignment, we pay close attention to any potential conflicts of interest, avoid them wherever possible, and where we cannot are transparent about them. In addition, Emerald's partners and key stakeholders invest major part of their personal wealth alongside our clients.
Importance of Independence
We are an independent asset manager. For us, this is more than a title; it's the core principle guiding every decision. Our independence means we stand entirely apart from large financial institutions. This distinct position empowers us to invest solely in your best interest, ensuring our focus remains on your financial goals, never our own or those of a parent company.
What Transparency Represents to Us
For us, transparency is a core commitment, not just a word. Working with Emerald means clear costs with no hidden fees, no multi-layered fee structures, no conflicts of interest, open, honest communication about your investments, and knowing what investments you own at all times, without exceptions.
Our Values
Intellectual Honesty
We acknowledge what we do not know and stay within our circle of competence rather than pretending expertise we lack. When research reveals we were wrong about a business, we act on new information instead of defending previous positions. This humility prevents the overconfidence that destroys capital.
Long-Term Partnership
We measure success over years, not quarters. When clients want to chase market trends or abandon strategies during temporary underperformance, we provide perspective rather than accommodation. Our role is protecting wealth, not providing comfort through popular but inferior decisions.
Independent Thinking
We form investment conclusions through primary research, not consensus opinion. When our analysis contradicts market sentiment, we trust systematic investigation over crowd psychology. This independence allows us to act rationally when others act emotionally.
Disciplined Selectivity
We say no to most opportunities because concentration requires exceptional standards. When attractive businesses trade at full valuations, we wait rather than compromise quality for activity. Patience in capital deployment prevents the mistakes that come from feeling obligated to invest.
Values in Action
These values guide our hiring decisions, our client conversations, and our investment choices. We seek team members who demonstrate these principles under pressure, not just during interviews. We partner with clients who share these perspectives because alignment of values enables alignment of actions when markets test everyone's resolve.
