Foreword
Foxes & Finance - A Fascinating Fairy Tale
In Richfox, we are united in the belief there is more to finance than quick profits. There are important truths about us and even beauty to be found in the fascinating complexity of markets, this marvelous mirror of the world’s stage and myriads of human interactions, which has so far defied any attempts to reliably depict its inner mechanics. It is in our nature, our very hearts, to conquer the unknown, to explore, to seek knowledge and understanding, and to discover order and harmony in this seemingly chaotic universe. This ultimate purpose, this need to know, fuels our passion which is the true secret of our performance. In a nutshell, “Rich” in Richfox was never meant to be solely about material wealth. Since 2013, we have evolved from a single quant fund into a robust fund management platform at the frontier of the possible in the alternative investment space, servicing the financial needs of the most sophisticated high-net-worth and institutional clients with ruthless efficiency, transforming our skills in quantitative finance, automation, and digitisation into unrivaled performance and operational economics. We believe in finance that is intelligent and ethical as much as caring and responsible. As foxes, we outsmart any bull or bear, and we do not dance with wolves. If you belong to our species, welcome to the family.
About Us
1/2013 operations established
1/2014 Czech National Bank registration as an asset manager
Outstanding international team
170+
Years of combined experience
9/2017 Dutch AFM registration as fund manager
05/2023 Swiss asset manager licence granted and main office moved to Switzerland
Strong pedigree of success & performance
Premium service for high-net-worth private & institutional investors
14
Dedicated professionals at your disposal
Philosophy & Principles
Quants in heart, we always seek to remain at the frontier of what is possible in the financial world
Boutique character that allows for huge flexibility and adaptability to any need
Building robust systematic strategies based on world-class research
Structuring bespoke investment vehicles to the highest institutional standards
High ethics, decency & due care in hearts
Strong social responsibility bias & philantropy
40%
of the team actively contributes to our R&D
Demonstrated expertise across geographies and asset classes, including digital assets
Catering to institutions, family offices, entities, and qualified HNW investors
Read more about our principles
Asset Management
Performing world-class proprietary financial research
Accessing unique investment opportunities across asset classes and geographies
Adhering to most rigorous asset management practices
11.68%
average gross return for our family office model portfolio
Institutional-grade alternative investment vehicles with a well-known structure
Sophisticated, quantitative & systematic investment strategies
7
investment funds under management as of Dec 2023
Targeting alpha without compromising the risk profile
Tailor-made strategies for highly demanding family offices, institutions, and individual UHNWs
Fund Structuring
Partnering with established service providers only
0%
Optimising for the lowest possible tax burden
Striving for the balance of low operational costs and professional services with suitable taxation
Automation and digitisation of our processes leads to ruthless efficiency and economics
Constantly researching, scoring, and ranking domiciles for suitability
Understanding of regulatory frameworks enabling highly individualised structures
0.80%
2%
Richfox management fee
vs. market standard
15%
20%
Richfox management fee
vs. market standard
Family Offices
Deep understanding of complexities that private wealth owners face
Bespoke services and asset management, tailored to the family's vision and preference
Partnering with world-class tax and legal experts to secure the best efficiency and economics
12%
Expected return for our family office model portfolio
Enabling access to unique investment opportunities through our exclusive network
Always enforcing the highest standards of privacy, discretion, and confidentiality
Assisting with plethora of financial family needs incl. financing or succession planning
CIO services
World-class financial & economic research with market outlook at your service
CIO office outsourcing for the most demanding institutional clientele
Extensive advisory to decision makers and asset allocators
Rich toolbox of useful predictive models to assess your asset allocations in time
Fred's – weekly updates on the latest market developments and allocation advisory from our CIO
Bespoke research available on-demand