Independent strategic advice.
Carlyon AG provides strategic advice for owners and managers that depend upon financial markets for their success. We leverage capital markets expertise and business management experience to help clients navigate demanding business and market conditions.
We are retained by a significant US multi-strategy hedge fund performing certain services related to financial research, analysis and information services dealing with industry conditions and development in capital markets. Some of our recent work includes:
- Tracking market performance in multi-asset context
- Primary research on specific hedge fund strategies
- Analysis of ETF flows and liquidity
- Alpha from alternative data
- Fundamental research of tech sector leaders
- Macro analysis of post QE regime
- Quantitative analysis of listed securities.
Carlyon AG is supporting a family-backed charitable foundation with a range of services.
Philip is the founder of Carlyon AG in Zurich. Since 2000, Philip worked in senior positions for UBS Group including Investment Bank, Group Finance and Wealth Management, and most recently as Vice Chairman Global Family Office Group.
Capital markets expertise single stock research, cross-asset research, credit instruments and bank capital, multi-asset portfolios, hedge fund portfolios, private equity, collateralized lending solutions and portfolio credit optimization.
Business management experience developed highly rated research teams with global reach, managed bank investor relations throughout crisis, grew financial advisory teams across industry silo boundaries, developed global financial brand.
Years of experience: 34
Marius is working as a research analyst and monitors asset performance including analysis of hedge funds. Previous experience includes, Deutsche Boerse Group’s index operations and IT in Frankfurt, STOXX Ltd where he was responsible for monitoring the product universe tracking indices (ETFs, Structured Products, Options and Futures, Mutual Funds) and as head data management at Derivative Partners AG. Marius obtained a master’s degree in Banking and Finance from Zurich University of Applied Science.
Years of experience: 10
Korina, a graduate in Business Administration, is responsible for administration, book keeping, personnel hiring and maintains relationships with business partners and suppliers. Korina supports the team with data and market research. Korina has worked at a diverse group of employers; Zurich Financial Services, Ernst & Young and UBS Switzerland AG.
Years of experience: 11
Philip Higson of family office consulting firm Carlyon AG, and sponsor of the paper, said: “Family offices need to prepare for volatility and interest rates to return to normal. The issue is that no one knows how difficult this transition is going to be, as the US policy makers are projecting a steeper path than the markets for rate increases and the yield curve slope is sending a warning signal.”
The paper notes a benign environment with abnormally low rates, combined with family office preference for more control, continues to generate enthusiasm for relatively illiquid assets such as direct investments in private companies and private debt.