SOLID RETURNS THROUGH STRATEGIC THINKING.

APM is a private money manager affiliated to the regulatory bodies in Switzerland. The company is led by Samuel Hassan who benefits from a long-standing experience in the private banking industry. Samuel Hassan manages private portfolios according to customers' needs and profiles. Separately, he establishes custom made solutions for problems clients may bring, thanks to a legal and accounting network in Geneva and worldwide.

APM - ACTIVE PORTFOLIO MANAGEMENT SA

Deep knowledge of financial markets and of the Funds Industry
The ability to see the new world we are in and to invest differently. Modern and alternative investment approaches
Satisfactory rates of appreciation of capital invested
Appreciation of liquidity requirements
Different levels of risk. Tailor-made investments given customer's appetite for risks
Preservation of capital
Reduced annual volatility
Fluency in French, English, Spanish and Portuguese

OUR SOLUTIONS

Aside from his experience in traditional capital markets, Mr. Samuel Hassan has expertise in alternative investments offering a better balance of risk-reward given the current instability of the financial markets. In this regard, the below products have been increasingly used in the clients' portfolios. Please bear in mind we would be happy to discuss with you your views on the solutions and the questions you may have.



DE-CORRELATED INVESTMENTS

  • APM identified niche markets that provide investors comfortable rates of return, and return of capital invested.
  • De-correlated investments from the stock markets.
  • With no leverage and no debt.
  • Assets answer fundamental recurring needs.
  • Vehicles highly regulated by well known major Audit firms, mainly in Luxemburg.
  • The underlying businesses are located in Germany, Belgium, the Netherlands, the Nordic Countries and the USA.
  • Asset managers structured in investment funds between €120 million and €1 billion.
  • Funds specialized in different assets classes mainly in trade finance, real estate, infrastructure investments, public healthcare and life insurance in the USA, but structured as Luxembourg Vehicles appropriate for EU investors.
  • Returns vary from 5% to 10% in Euros and US Dollars, the majority earning consistently month after month an annual return of about 6% to 7%, no volatility.
  • Should inflation rise, return will be higher.
  • Liquidity: Purchase takes place once a month. Closing the position and recovering the invested capital takes 2-4 monthes later according to the funds invested in.
  • Net Asset Value is available monthly. Luxemburg regulations require funds 30% of diversification ratio. Most funds have 10 % liquidity at any time anyway.

APM EQUITY INVESTMENTS

  • APM invests differently in equities than most traditional managers.
  • The DIGITAL revolution made available by Internet has unleashed creativity, thus disrupting all industries, accelerating access to the markets much more quickly.
  • These sectors of investments offer a better future, since traditional companies are at risk.
  • New Asset Managers have surfaced, staffing their ranks with engineers and strategists to select the companies they will buy, and that will grow substantially in the future. These sectors are but not exclusively, Mobile Phones, Public Health, Management of Big Data, Cybersecurity, Alternative sources of Energy, Robotics, Bionics and others.

Samuel G. Hassan

President

Following his Master's degree in Economics from the University of Geneva and an MBA in Finance from Columbia University, Mr. Samuel Hassan started his banking career in New York.

He shortly joined the family-owned bank Banque de Gestion in 1977 where he ultimately became its CEO in 1991 up to 1997, year where the bank was sold while looking after CHF1 billion.

Between 1997 and 2011, Mr. Samuel Hassan worked in two large Geneva Banks, where he closely observed the shortcomings of the Private Banking Industry in that environment.

Mr.Samuel Hassan's family were Portuguese Consular representatives for three generations in Morocco. From 1958 to 1974 until the Revolution, Mr. Salvador Hassan, the late father of Mr. Samuel Hassan was Portuguese Consul in Geneva.

Active Portfolio Management SA was founded in 2011 to offer contemporary solutions to wealthy individuals wishing modern portfolio management in today's changing world.

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