News

We are pleased to announce that our Trendline Selection AMC has surpassed a performance of +100%. Over the past four years since its inception, our stock selection strategy has proven to be both resilient and consistent in its performance. This milestone marks an important moment for Zeltner & Co, as now three of our six actively managed products have doubled in value. Staying true to Zeltner & Co's values, we continue to reach ever higher.

In September, we hosted our Cryptocurrency Frontier Breakfast Meeting at the Hotel Storchen in Zurich. Our cryptocurrency expert and portfolio manager, Demelza Hays, Ph.D., delivered fascinating insights into the world of cryptocurrencies, our conviction to a multi-currency approach, the importance of coin-fundamentals and active management as well as our proven track record of the Cryptocurrency Frontier AMC. We were particularly pleased with the lively and in-depth discussions and delighted by the keen interest shown by our guests.

In September, we hosted our Private Lending Breakfast Meeting at Hotel Storchen in Zurich. Our CEO, Patrick Spichiger, and our CIO, Kim Wirth, presented the Private Lending AMC, highlighting its key performance drivers, structural setup, credit structuring process, as well as its development and challenges encountered over the past three years since inception. We sincerely appreciated the engaging questions and discussions from our distinguished guests.

We are proud to announce that in just 1.5 years, our Bitcoin Volatility Premium AMC has achieved a performance of over +100%.
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This 2X marks an important milestone for Zeltner & Co, as it is now the second product under our roof to double in value.

Our sights are now set on the next higher milestone.

We are excited to announce the launch of our latest investment product: Stable Return AMC. The Stable Return AMC is designed to achieve predictable and stable returns by investing in the alternative investment sectors such as music royalties, private credit, catastrophe bonds or hedge funds. These investments are known for their uncorrelated returns but often face challenges such as high entry barriers and limited transparency. We leveraged our research in order to build a diversified portfolio with an exceptional risk- return profile.

We are proud to announce that our Cryptocurrency AMC has delivered over 200% return since its inception in June 2022. This milestone highlights the rigor of our digital asset fundamental analysis based on onchain blockchain data and development activity.
Here’s to reaching even greater heights in the ever-evolving world of digital finance!

Two years ago, the Private Lending AMC was launched. The Private Lending AMC pools investments to grant loans up to 3 years to wealthy private individuals or private investment companies. Thanks to the expertise of our credit specialists, Patrick Spichiger and Thomas Siegenthaler, we are able to offer tailored financing solutions for families.
Successful financing is like climbing stairs – together, we keep moving higher, step by step!

We were taking a critical look at our actions to ensure we are acting rationally, responsibly, and with purpose. Our focus? - Creating measurable value for our clients and delivering top-tier quality. Everything else, we are letting go.
As part of this commitment, we have made the decision to close our High Conviction AMC. The certificates' performance did not meet our expectations, so we are reallocating resources to areas where we can make a bigger impact.
Furthermore the family decided to withdraw from the High Conviction AMC. Since we believe that without personal involvement from the family, it would be a conflict of interest to continue offering this product to customers. As a result, we are closing the product.

We are thrilled to reflect on a phenomenal racing event in partnership with AIM Events near Zürich, filled with three days of adrenaline and memories for a lifetime.
The event began with an elegant dinner at the beautiful Zunfthaus Zur Meisen, where guests indulged in exquisite culinary delights and had an opportunity to connect with one another.
The second day was packed with an exciting but intense time in the racing simulator at the Speedcenter in Schopfheim. Under the guidance of the team manager, the guests familiarised themselves with the track, followed by a seat fitting in the Formula Renault car. The day culminated with a delightful dinner at Napa Grill.
The highlight of our event, however, unfolded on the third day at the Anneau du Rhin race track, where our guests gained their first experience driving a Formula Renault car, with great lap times achieved! We were particularly proud to have a woman driving behind the wheel for the first time at one of our racing events, and it is exciting to see more women getting involved. We concluded the day with an unforgettable dinner at The Dolder Grand, where our guests also stayed.

In June, we hosted our Bitcoin Volatility Premium Breakfast Event at Hotel Storchen Zurich. We appreciate the engaging questions and discussions from our guests. Demelza Hays, Ph.D., presented the Bitcoin Volatility Premium product and the vision behind it. The event was attended by a select group of guests, ensuring a focused and high-quality exchange of ideas and networking opportunities.

We are excited to introduce the latest innovation in financial products: the Bitcoin Volatility Premium AMC.

The Bitcoin Volatility Premium invests algorithmically in Bitcoin and US Dollars with the goal of capturing a volatility premium while optimizing the risk-return profile of Bitcoin investments and providing liquidity to the BTC/USD spot market.

‍With over USD 50 million in assets under management, this product is now available to external investors. Please note that it is suitable only for professional investors.

We are proud that one of our products has achieved more than 100% return for the first time. Since its inception in June 2022, the Cryptocurrency Frontier AMC has exceeded all our expectations. We specialise in the dynamic world of cryptocurrencies and dive deep into the rich diversity of altcoins, with a clear focus on outperforming Bitcoin.

Two of our key principles are responsibility and self-reflection. The strategy of our actively-managed stock product, the Global Quality AMC, has not delivered the desired returns. Consequently, we have taken the decision to close the AMC.
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The reasons for the closure of this product are as follows:
• The performance of Global Quality AMC was not in line with our expectations; the strategy did not work out as we had hoped. We are therefore abandoning it altogether, and focusing on strategies that are succeeding.
• After recognizing that this strategy was not working as intended, the family decided to withdraw from the Global Quality AMC. We believe that without personal involvement from the family, it would be a conflict of interest to continue offering this product to customers. Hence, we are shutting down this AMC and it will no longer be sold.
• We value our entrepreneurial culture of fostering new projects. Nevertheless, value through quality takes priority. By concluding the Global Quality AMC, we concentrate our capabilities on value-generating ventures. Sometimes less is more.

Growth, growth, growth! That was our motto for 2023 and I am proud of our team for delivering exactly that.
• Our AuM have increased by over 400%.
• Our turnover has more than doubled.
• 7 out of 9 investment opportunities that we offer our clients closed the year with a positive performance.

Like other companies, we had our challenges in 2023 and it was great to see how we overcame them one by one. For 2024, I expect the same drive and motivation to capitalise on the positive momentum.I wish everyone a relaxing festive season and a happy new year.

Thomas Zeltner

Thomas Siegenthaler, Patrick Spichiger, Kim Wirth and Thomas Zeltner presented the Private Lending AMC to invited guests at our latest breakfast meeting in the beautiful setting of the Hotel Storchen in Zurich. After the presentation, there was an open discussion with exciting questions from the guests.

In September we witnessed an exhilarating racing weekend! Alongside two thrilling races at the Mugello circuit, we had the privilege of basking in the splendour of Florence. A particularly big thank you goes to AIM Events for coordinating the hospitality and guest experiences around the whole weekend and to Maxx Formula for the cooperation throughout the whole season and series!

St. Moritz was once again the preferred venue to host the annual "British Classic Car Meeting" (BCCM), held during the weekend of July 7-9, 2023. In imperial weather and before the breath taking backdrop of the Engadine valley, the prestigious event gathered more than 70 teams – exclusively driving British Classic Cars – commencing ceremoniously on Friday with a welcome dinner at Badrutt’s Palace Hotel. At 9 am sharp on Saturday morning, the pistol fired to start the "Royal Rally", this year leading pilots through the Malojapass to Chiavenna and then across the Splügen and Julier passes back to St.Moritz.
Among the grid was a team from Zeltner & Co, represented by our head of business development,Wolfgang Jaksch, and his wife Veronika! The pair zipped through the mountainsin a 1961 Jaguar MKII, finishing in 22nd place out of 69 teams. After the race, the evening gala at Suvretta Haus accommodated everyone for the first time at one long table, in regal British fashion, with a banquet crafted by world-renown chef Anton Mosimann. The Solothurner master served the British Royal Family for decades as their Chef de Cuisine, having also created the menu at the wedding of Prince William and Catherine Middleton. Sunday saw the gardens of Suvretta Haus transformed into a Concours d’Elégance, a unique showcase of British automotive history. All participating teams presented their exceptionally rare vehicles to the jury one last time, offering guests the chance to come and have a close look.
We would like to congratulate Veronika and Wolfgang Jaksch for successfully completing the 29th British Classic Car Rally without any untimely mechanical issues and for finishing in a commendable 22nd place overall.

We are pleased to announce our FINANZ und WIRTSCHAFT newspaper article, in which we provided insights into our Private Lending AMC in collaboration with our partner cresolutions.

Zeltner & Co is now an official partner of the Landsail Maxx Formula Championship presented by Zeltner & Co. We are looking forward to seeing Formula 1 and Formula 2 cars racing at the following events:

Monza, April 1-2
Hockenheim, May 27-28
Imola, July 1-2
Nürburgring, August 12-13
Mugello, September 9-10

You can follow the races via live stream.

From my personal perspective, at Zeltner & Co. 2022 has been an incredibly successful, instructive, exciting, and interesting year that has been full of surprises.
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• We have built a great environment within credibly motivated employees, very well qualified experts, reliable partners, and customers who have put their faith in us.
• We have been awarded the latest asset management licence by FINMA.
• We have launched 5 more certificates.
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We have launched unique products, especially in direct/private lending and crypto. Our team can confidently say that the successful build-up is complete. The year has demanded a lot of energy and sacrifice from everyone. I am even more proud of the fact that all of us have added value throughout the year. Anyone who knows us will be aware that our motto for 2023 is to shift up another gear. Although the products Swiss Industrial Metal and Private Lending enjoyed positive and stable performance in 2022 and the Cryptocurrency Frontier AMC beat Bitcoin despite the negative mood on the markets, we are not satisfied. We want to create value for our customers with every single product. I am convinced that we have the right people, experts, and challengers to achieve this goal and I believe in the vision and conviction behind every single investment and piece of analysis.

I wish everyone a well-deserved festive season and a happy new year. Don't take too long to rest - the race goes on.

Thomas Zeltner

The Cointelegraph Research - Insitutional Demand for Cryptocurrencies Survey was published on the 20th of Octobre. We were honored to be part of the Cointelegraph Report. Check out the pages 16-23 to read Thomas Zeltner’s and Kim Wirth’s thoughts about the reasons for institutions to buy cryptocurrencies.

Our industrial metal product with physical storage has now been live for a whole year. We’re looking forward to many more years with our experts. As of this month new metals are heading towards our warehouse...
Let's get physical.

Demelza Hays - Crypto Portfolio Manager at Zeltner & Co and Head of Research at Cointelegraph - gave an interview explaining her background and how she came into the crypto business. She also gave us some insights into her plan for the Crypto Currency Frontier AMC she has been setting up with Zeltner & Co and, which is now live.

As of today, the following three stock AMCs are live. Our High Conviction AMC consist of 10 stocks that represent our biggest convictions, our Trendline Selection AMC invests in stocks exhibiting positive momentum and the Global Quality AMC pools identified leading global companies in various sectors. In addition, we expect to launch our first crypto product in the next month. Stay tuned.

We are both proud and happy to announce that Zeltner & Co was granted an asset management licence by FINMA this week. We will now be officially listed on the list of portfolio managers and trustees licensed by FINMA. The licence provides our clients with more security as we are licensed by FINMA, we are overseen by AOOS and also audited by KPMG as of this week. We will keep our heads down and focus on a successful launch of the AMCs we are planning.

The Swiss Industrial Metal Event took place last week. We hope everyone enjoyed seeing the metals physically stored by our Swiss Industrial Metal AMC as well as the keynote speeches by Daniel Stüssi (the CEO of RealUnit) and Niklas Nikolajsen (the founder of Bitcoin Suisse). Our guests were able to touch the metals they own while eating typical Swiss food and listening to the string trio from the Tonhalle Orchester Zurich. We are looking forward to welcoming all of you again soon!

Our investment boutique under the supervision of Kim Wirth has successfully launched it’s first High-Net-Wirth report. The reports aims to share our inhouse views and thoughts with our clients while providing it’s readers a short market debriefing. Furthermore, this weekly publications contains stock ideas and alternative asset class coverage by our experts. Please let us know if you want to subscribe to the new High-Net-Wirth report.

Thomas Zeltner and Kim Wirth are setting up Zeltner & Co. GmbH with the goal to build an innovative family office and investment boutique which can offer both, new and interesting products as well as classical wealth management. After successfully launching the Swiss Industrial Metal AMC, a bigger structure is needed to tackle clients’ needs in a more holistic way. Over the medium term Zeltner & Co plans to offer multiple AMCs, wealth management, advisory to institutional clients, non-financial services and lending solutions.