Awards
Best Portfolio in Category 'Balanced' (Bilanz 2013)
In a performance test by Swiss business magazin 'Bilanz', Lakefield Partners achieved the first rank in the risk category 'balanced'. The winning portfolio had a performance of 13.2% in 2012, while the average performance in the category was 6.2%.
The test compared real portfolios with comparable risk. The test and results were published in the article 'Geldkönige' of the 06/2013 issue of the magazin.
Download Best Portfolio in Category 'Balanced' (Bilanz 2013)
Leading Swiss Independent Asset Manager (Bilanz 2010)
In a comprehensive test among Swiss independent asset managers, Lakefield Partner Matthias Hug ranked among the top ten managers. Prof. Dr. Thorsten Hens, Head of the Institute of Swiss Banking at the University of Zurich, who developed the test stated: «The best independent asset managers are better than the banks».
The test and its results are documented in the article 'Die besten Unabhängigen' in the 18/2010 issue the the magazine.
References
References, both from private and institutional clients, are available upon request.
Lakefield is a consultant on Tactical Asset Allocation (TAA) for the pension fund of Basel Stadt. Website PKBS.