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At NextGen, the Invest team is composed of three people: Matthieu Bille, CIO of the company, Adrien Toscan and Axel Bandelier, financial analysts and asset managers. They are the driving force behind the majority of the investment solutions offered to clients. Market de analysis, investment policy, asset management, management reports, fund recommendations, newsletter writing… Their universe is vast, but essential in a world shaken by pandemic, war in Ukraine and galloping inflation. A world where environmental issues are now fundamental. They shed light on their mission.
The team is at the service of managers and clients. It defines NextGen’s orientations, develops and manages the investment solutions. It discusses its market views with the six managers in a formal weekly meeting and proposes a model portfolio at the end of each month. This portfolio serves as a framework for the team’s in-house multi-asset certificate, the NXG All Seasons. The team is responsible for the asset allocation but also for the selection of funds and securities. It also prepares client proposals and advises the managers by proposing arbitrage. Finally, the team publishes a monthly market review where it presents its views and a theme that is of interest to NextGen.
Matthieu Bille, who has 20 years of experience in asset management, leads the team and is the main manager of NextGen’s in-house products. He is assisted by Adrien Toscan in the management of internal solutions and Axel Bandelier. Adrien has a decade of experience in wealth and asset management while Axel joined the team last November, following his Master in Finance.
Based on the excellent performance of our model portfolios, we have decided to launch a product that reflects our investment policy and convictions. It is a diversified solution that invests in several asset classes: equities, bonds, precious metals and real estate. Launched in June 2022, the NXG All Seasons certificate allows to navigate at any time, thanks to its flexible and dynamic allocation.
Our in-house investment solutions combine financial and sustainability criteria. In order to meet the needs of our risk-averse clients, we designed an equity fund in 2020 to cushion sharp falls in equity markets. Its flexible equity allocation, from 25 to 100%, depends on a combination of indicators related to the economic environment, trends and market risks. The stocks selected are global, large-cap and leaders in ESG criteria.
We also wanted to develop a solution that would allow us to select the best-rated companies in terms of gender equality according to some sixty indicators provided by our two main sources, Bloomberg and Equileap: proportion of women on boards of directors, equal pay, inclusion policy for minorities, etc.
Philosophically, NextGen wants to contribute to a better world for future generations.
Switzerland is obviously our market of choice. In addition to the Swiss multinational companies that have a worldwide reputation, our local market is full of little-known nuggets. The favorable economic environment in Switzerland has allowed a number of champions to emerge thanks to a constant search for innovation. We select around 30 promising, solid Swiss companies with a strong comparative advantage in their market to form our equity certificate named NXG Swiss Excellence.
We believe it is important to offer a solution in the Swiss real estate market. We recommend that our clients invest in real estate funds and shares listed on the Swiss market, thus benefiting from diversification and more stable performance over time than with the equity markets. We offer our clients a certificate, NXG Swiss Immo+, which we have created with an external partner, MV Invest, a specialist in real estate in Switzerland. MV Invest is responsible for the selection of the different funds: residential or commercial, French-speaking or German-speaking Switzerland, etc. In addition to its financial appeal, this product has a significant tax advantage: more than 80% of the value invested is not included in taxable assets.
Of course. There is a growing interest in these aspects. Our clients are showing a real curiosity for these topics. We discuss these matters with them during their visits or through our monthly publications that explore these topics. We are convinced that taking sustainable criteria (environmental, social and governance: ESG) into account, in addition to financial criteria, allows for better risk management and optimal performance.
We are experiencing a small revolution. There is now a global momentum driven by massive plans to support renewable energies in China, Europe and the United States to fight global warming. Capital flows will be directed towards the most innovative companies in the search for solutions. The client, through these investments, participates directly in the effort to create a less energy-intensive and more equitable society. There is therefore a rare alignment of values between clients, capital management professionals, companies and governments. It is together that we will succeed in making progress on these issues that affect us all as human beings.
We get asked this question a lot by customers and a lot of numbers are floating around. It’s a fast-moving world. It’s exciting to be part of that evolution!
We work with the Geneva-based company Conser, which specializes in ESG ratings and the measurement of environmental and social impacts. They produce an ESG report on our NXG Equity Risk Managed fund twice a year and help us in our stock selection. On the bond side, our clients can invest in green bonds that are dedicated to a specific environmental project whose impact is easy to measure. Finally, we select and invest in “impact investing” funds that provide comprehensive reports on the ESG impact of their investments.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
You are about to enter the Nextgen wealth managers website (the “Site”) for professional, institutional or qualified clients.
This Site is not suitable for retail clients.
If you are a retail client, please leave this Site immediately.
The use of this Site is subject to the following terms and conditions which contain important legal, regulatory, and risk information about material contained on this Site (the “Terms”).
After you have read and understood these Terms, you may click “I Agree” to confirm you agree to the Terms. If you do not agree to the below Terms, you must refrain from using this Site and you will be redirected to the homepage.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Site.
About nextgen
The information on this Site is communicated and issued by Nextgen wealth managers (“nextgen”). nextgen is regulated by Swiss Association of Asset Managers (“SAAM”) and incorporated in Switzerland (company number CH-660.1.073.991-6) with its registered office at 8 rue du Mont-de-Sion, 1206 Geneva, Switzerland.
The products referred to on this Site may not be suitable investments for you and you should seek professional investment advice before making a decision to invest in any of the products mentioned on this Site.
Access to this Site
In order to use this Site you have been asked to indicate your location. Your selection will be used to determine the information and documentation you will be able to access on this Site. Failure to provide us with accurate information will be treated as a material breach of these Terms.
This Site is not aimed at any US Person (as defined by Regulations S of the US Securities Act 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the USA.
Certain products may not be available in all jurisdictions and may be restricted by law in certain jurisdictions. Information and documentation about certain products may not be available to all users of this Site. You must not attempt to gain access to areas of this Site other than those made available to investors in your country of residence. This Site, and the information and documentation on it, is not addressed to any person resident in a territory or country or jurisdiction where such distribution would be contrary to local law or regulation
If your country of residence changes, you must access this Site selecting your new country of residence. You should be aware that this may result in you not being able to access (i) information in relation to the same products as previously, or (ii) any information at all. Please note that the fact of selecting your country of residence does not mean that all or any of the products in relation to which information is made available on this Site, have been deemed suitable for you.
When using this Site you must comply with all applicable local, national and international laws including those relating to data privacy, international communications and exportation of technical or personal data. It may be unlawful to access or download the information contained on this Site in certain countries and nextgen and its directors, officers, employees and agents disclaim all responsibility if you access or download any information from this Site in breach of any law or regulation of the country in which you are residing or domiciled.
nextgen reserves the right to suspend or withdraw access to any page(s) included on this Site without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
No Advice
The information on this Site is provided for information only and does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investment including any products or an invitation, offer or solicitation to engage in any investment activity.
The information on this Site is provided solely on the basis that you will make your own investment decisions and nextgen does not take account of any investor’s investment objectives, particular needs, or financial situation. In addition, nothing on this Site shall, or is intended to, constitute financial, legal, accounting or tax advice.
It is strongly recommended that you seek professional investment advice before making any investment decision. Any investment decision that you make should be based on an assessment of your risks in consultation with your investment adviser.
Past Performance
To the extent that this Site contains any information regarding the past performance of products, such information is not a reliable indicator of future performance and should not be relied upon as a basis for an investment decision. To the extent that this Site contains any information regarding simulated past performance, such information is not a reliable indicator of future performance and should not be relied on as a basis for an investment decision. Past performance does not guarantee future performance and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment.
Risk Warnings
There are significant risks associated with an investment in any products provided by nextgen. Investment in the products is intended only for those investors who can accept the risks associated with such an investment (including the risk of a complete loss of investment) and you should ensure you have fully understood such risks before taking any decision to invest.
These Terms do not represent a complete statement of risk factors associated with an investment in any of the products. The offering documentation contains risk warnings which are specific to the relevant products. You should consider these risk warnings carefully and take appropriate investment advice before taking any decision to invest.
Information on this Site
nextgen has taken reasonable care to ensure that the information on this Site is accurate, current, complete, fit for its intended purpose and compliant with applicable law and regulation as at the date of issue. No warranty or representation of any kind regarding the accuracy, validity or completeness of the information on this Site is given and, to the extent permitted by applicable laws, no liability is accepted for the accuracy or completeness of such information. Any person who acts upon, or changes his or her investment position in reliance on information contained on this Site, does so entirely at his or her own risk.
Information posted on this Site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. To the extent that any information on this Site relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and nextgen accepts no liability for such information. All content on the Site is subject to modification from time to time without notice. Please contact nextgen for further information regarding the validity of any information contained on this Site.
Limitation of Liability
The internet is not a completely reliable transmission medium and nextgen does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from nextgen. Any such transmission of information is entirely at your own risk and any material downloaded from this Site is downloaded at your own risk.
The information on this Site is provided “as is”. To the extent permitted by law, nextgen, its directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. In no event will nextgen be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Site or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if nextgen is expressly advised of the possibility or likelihood of such damages. This does not affect the liability of nextgen for any loss or damage which cannot be excluded or limited under applicable law.
Data Protection
By using this Site, you are disclosing to nextgen your status as a professional client. nextgen may also record your email address and the IP address of the device you use to access this Site. Any information that you might provide in registering for access to view restricted portions of the Site will be held confidentially by nextgen and will not be passed on to other product companies, other than service providers to any of the products or to regulatory or other government agencies as might be required by law. In connection with the foregoing purposes, nextgen may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the Switzerland. Your details may be used by us to send you information on products and services that we offer. Please advise us if you prefer not to receive such information.
Links
The provision of a hyper-link from or to the Site does not provide or imply an endorsement, recommendation or approval of such websites or any material on them. nextgen accepts no responsibility for information contained on any other websites which can be accessed by hypertext link from this Site or for any of these websites not being available at all times. nextgen has not reviewed, and will not review or update, such websites or information and any use that you make of such websites and information is at your own risk. No third party link is permitted between the Site and any other website without the express and prior written consent of nextgen. Please note when you click on any external site hypertext link you will leave this Site.
Applicable Law & Jurisdiction
These Terms and any non-contractual obligations arising from or connected with them shall be governed by and shall be construed in accordance with the laws of Republic and Canton of Geneva.
You agree that the Geneva Courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms.
Amendment
nextgen may delete or make changes to these Terms and to the information contained on this Site at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Site. If you do not accept such revised Terms, you may no longer be able to access this Site.
Contact Us
If you have any enquiries in relation to this Site or the information on it, please contact nextgen at enquiries@nextgen-wm.ch or by calling +41 (0) 22 319 69 59.
By clicking “I Agree” you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) expressly acknowledge that you are a professional, institutional or qualified investor;
(iii) represent, warrant and undertake that you are a not resident in the United States of America; and
(iv) confirm that you are accessing this Site in compliance with applicable laws and regulations of the jurisdiction or country in which you are residing.
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