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Welcome to
REZZONICO Equity Expertise

ABOUT US

Rezzonico Equity Expertise was founded by Mr Daniel Rezzonico in 2022.

We cover all aspects related to the equity class.

We aim to assist our clients providing them a global (or regional) equity model portfolio, or reorganising an existing equity portfolio. Our consulting capacity integrates also a sophisticated assistance to run an actively managed certificate.
Our equity consultancy includes an in-depth equity view including listed alternatives. We run a screening process using a multi-factors screening model and a fundamental research expertise to identify investment opportunities and to deliver an optimal risk adjusted solution.

MANAGEMENT

Daniel Rezzonico, independent financial consultant, is the founder of Rezzonico Equity Expertise. He is Swiss from Lugano, born in Milan. He attended the University of Geneva where he received a Master of Science in Business Administration with a specialisation in market finance.
With more than 30 years of experience in private banking, he took leadership roles in buy-side research, management of multi-asset pension funds, special global & regional equity high conviction portfolios and multi-regions equity fund management.
Daniel has demonstrated a unique ability to select stocks with a bottom-up approach integrating investment thematic opportunities and setting a fair target price.
During his career, Daniel has also given investment advices to family offices for multi-asset and equity-only portfolios.

Find out more with the CV

PHILOSOPHY

Think and act like a business owner

Follow the stock market, keep aware of the news and visualize the graphic behaviour of listed companies. Once you know the news you need to understand why it is happening. Then realize as you go along that it’s the creation of a brand, the response to a need and the high quality earnings that give the direction of the stocks. Finally it remains to determine the right price, a notion which can fluctuate over time.

In this challenging and emotional universe, the management strategy, the company reports as well as financial analysis are the key tools that allow you to feel the life of a listed company and to understand its ability to succeed in a spirit of continuity, integrity and respect of its environment.

SERVICES

Investment expertise on equities
Global equity model portfolio: excel table including direct line convictions. Follow up with a global equity strategy and regular explanation of investment decisions.
Regional (US or Europe or Asia) equity model portfolio: excel table including direct line convictions. Follow up with an equity strategy dedicated to the region and regular explanation of investment decisions.
Global listed alternative model portfolio (commodities, real estate & private equity): excel table including direct line convictions. Follow up with a listed alternative strategy and regular explanation of investment decisions.
Equity portfolio analysis on request: including modification proposal. Consideration of the client risk profile. Set up of the new targeted equity portfolio. Risk analytics.
Equity market roadmap: including geopolitical & macro frame, fiscal and monetary input. Recommendations on regions, sectors and styles. Stock specific highlights with investment opinion.
Consulting for an actively managed certificate (AMC): single instrument delivering the best opportunities related to a specific investment theme or style.

NEWS

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January 2023

Registration of the company in the Commercial Register (canton of Vaud, Switzerland)

August 2022

Member of the FER Geneva (Fédération des Entreprises Romandes)

August 2022

Member of the Swiss Register of client advisers held by ARIF (Association Romande des Intermédiaires Financiers)

CONTACT

Business address

Chemin de la Falaise 21, 1196 Gland (VD), Switzerland

Phone

Daniel Rezzonico:   +41 79 212 53 48

Email for all inquiries

d.rezzonico@equityexpertise.ch