Blue Lakes Advisors is a team of experienced professionals coming from different and complementary investment backgrounds.

Our Asset Allocation & Strategic Advisory group is independent and has strong investment convictions as well as a recognized competitive edge in several investment sectors and countries. Our investment philosophy is not defined by any single investment approach, but is flexible and pragmatic. Our investment process is multi-dimensional (macro, geopolitics, valuation, flows, sentiment) and classical (top-down and bottom-up reconciliation).

Our CIO Office offers entrepreneurial, innovative and flexible set of dedicated services to various sized institutions (banks, pension funds, family offices, independent asset managers and others). Our services include asset allocation and tactical recommendations, active management of model portfolios across major asset classes, weekly generation of investment ideas, as well as the writing of financial research and articles in various written and audio medias.

We endeavor to gain an inside perspective of our clients. We do more than just work for our clients; we raise the quality, the intensity and the creativity of their investment offering.

We offer :

  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • The Lighthouse publication
  • The weekly report publication
  • Investment advice
  • Active partner in the client’s investment process
  • Participating in Investment Committees
  • Investment proposals
  • Set up of investment products
  • Management of dedicated products
  • Acting like an Asset Management entity
  • Fund Advisors


Contact : Philippe Schindler, Philippe Rezzonico, Jérôme Baillaud, Yves Carnazzola

Our team is specialized in the natural resources sector and has also a long experience in the n/a equity markets (trading and capital raising).

Blue Lakes Advisors is an official partner with several regulated leading investment dealers, which provide our clients access to markets in Canada and in the US.

Blue Lakes Advisors has selected a complementary range of specialized investment dealers, active in promising sectors and markets. We have established our partnerships based on shared values and similar investment philosophies, insuring that our clients will get the best possible services. The markets covered by our investment dealer partners are the following:

The Buckingham Research Group / US. Blue Lakes Advisors distributes the Buckingham’s research to European institutional investors. Founded in 1982, Buckingham is a New-York registered broker-dealer. The firm is dedicated to providing high quality «value added» equity research. Buckingham offers trade executions in the US markets and Canadian markets.

Paradigm Capital / Canada. Blue Lakes Advisors has a partnership with a Canadian investment dealer, specialized in Mining, Energy, Technology, Entertainment, Healthcare and Industrial products. Blue Lakes Advisors is in charge of distributing Paradigm’s research to European institutional investors and offers trading services. Paradigm Capital offers trade executions in the Canadian markets and US markets.

We also have an agreement with Bekafinance / Spain, a Spanish broker specialized in Spanish equities and bonds. It offers pan-European equity research through the ESN network.

Contact : Paolo Bernasconi, Andi Näser, Alain Barbey (Bekafinance)

Partnership with some Asset management companies.

Fund selection in constant search for alpha and committed to absolute performance.

We try to find funds in niche markets.

Partnership with Asset management companies:

VAM Luxembourg platform to access the Driehaus strategies (US micro, small, mid and large caps).

Alquity: asset managers focused in emerging markets with Africa Fund, Latin America Fund, Asia Fund, Future World Fund, Indian Subcontinent Fund.

HAM : Holinger Asset Management AG is an independent and dedicated financial advisor for convertible bonds.

Licence of «Distributors of collective investment schemes (funds)» granted by the FINMA.

Contact : Thierry Moret, Kirill Pankratiev

Structured Investment Solutions. Set up of flexible, transparent and tailor-made investment solutions through both Actively Managed Certificates and Static Certificates. Offer innovative ideas as yield enhancement, capital protection, leverage certificates).

Our team has a large expertise for many years, understand the clients’ need and has large networks to offer the best prices.

We go along with our clients during the entire life of the products with follow-up, advices, periodical reports and explanations.

We are independent, transparent and aligned with the interests of our clients.

Contact : Marc Diem

Start-up and capital development : raising capital for high growth potential businesses. Buy-out transactions :  sourcing of transactions, coaching of entrepreneur, transaction, negotiation and deal structure, sourcing of bank partners. Co-investment of Blue Lakes Advisors Partners in selected transactions.

We help promising start-up and early-stage companies by collecting money to let secure their future.

Provider of innovative and appropriate forms of finance for projects with small companies in natural resources and energy sectors. We can advise on mergers, acquisitions and prospective joint ventures. We work with listed companies on stock exchange and private ones.

Contact : Jacques Berger (Private equity), Kamal Rachidy (Life sciences, Biotech), Michael Colligan (Natural resources)