Your bridge to Superior Performance in a Safe Haven environment

Connecting you with a performance by investing with intelligence

Our business areas

Excellence in Services

We are leaders in providing consultancy services with a set of cutting-edge technologies and a team of experienced and renowned professionals. These are some options that you can hire.

Investment and Financial Advisory services

Private Banking clients from abroad, particularly from developing countries

Investment and Financial Advisory services

Private Banking clients from abroad, particularly from developing countries, establish a banking relation in Switzerland as they are seeking a Safe Haven place for their assets. Following this objective, it does not make sense then to propose investments in emerging markets or in risky assets. Consequently, we advise and invest only in assets that accommodate for the requirement for safety and security.

Disclaimer

By accessing this website, the pages contained on it, and the products, services, information and material contained or described herein (the "Site"), you acknowledge your agreement with and understanding of the following terms of use.

All material available on the Site, except where otherwise noted, is under copyright to Peak Values AG. Peak Values AG reserves all rights with respect to copyright and trademark ownership of all material on the Site, and will enforce such rights to the full extent of applicable law.

Nothing on the Site shall be construed as granting any license or right to use any image, trademark, service mark or logo. Downloading, copying or printing individual pages and/or parts of the Site is allowed for personal use only, and will not transfer title to any material on the Site to you. Any reproduction, re-publication or distribution of any material on this Site requires the express consent of Peak Values AG.

This Site is not directed at, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any jurisdiction where such distribution, publication, availability or use would be contrary to applicable law or regulation or which would subject Peak Values AG to any registration or licensing requirement within such jurisdiction (based on the nationality of the person concerned, their domicile, e.g. USA, UK, Canada, Japan, etc. or for other reasons). Persons subject to such restrictions are expressly prohibited from accessing the Peak Values AG Site. Please enquire about any legal order applicable in your country.

The Peak Values AG Site has been prepared for informational purposes only. Nothing on this Site shall constitute an offer or a solicitation of an offer to buy or sell any products or services, including but not limited to any securities, financial instruments or other investments or investment advice. Peak Values AG will not treat users of this Site as its clients by virtue of them accessing it. The information on this Site should not be considered as substitute for individual advice and risk disclosure by a qualified financial, legal or tax advisor.

Care has been taken to ensure the accuracy of its content but no responsibility is accepted for any errors or omissions herein. However Peak Values AG has not verified and is unable to guarantee the accuracy and completeness of the information contained herein. Possible errors or incompleteness of the information do not constitute legal grounds (contractual or tacit) for liability, either with regard to direct, indirect or consequential damages. Peak Values AG maintains the right to delete or modify information on this Site without prior notice.

To the extent permitted by law Peak Values AG, including the members of its board of directors and its representatives, employees exclude any and all liability for damages of any kind resulting from the use of or access to the elements of the Peak Values AG Site. Peak Values AG is not liable under any circumstances for losses or damages of any kind.

Access to and use of the Peak Values AG Site are exclusively subject to Swiss law. The exclusive jurisdiction for all disputes arising between a visitor of this site and Peak Values is Zurich, Switzerland.

Explore, acquire, and maintain sources of wealth

Most of our client's live in countries perceived as high risk countries

Explore, acquire, and maintain sources of wealth

Most of our client's live in countries perceived as high risk countries. Countries in which their source of wealth is based, and in many cases, it is the only one. This exposes them to a potential existential risk of their Livelihood. The existential risks on livelihood is valid as well to residents in none-risky countries.

We explore, identify and acquire for our clients sources of wealth in Switzerland and make sure that their investments are well managed, profitable and continue to grow.

Thus we identify and acquire only businesses that are well managed and successful in well-defined markets. They also have high expertise level in a niche market. Management is well-working and motivated, characterised by entrepreneurship and is eager to continue the development of the company also after the acquisition. This offering can be made in compliance with the Sharia. For further details contact us

Portfolio Management

Our two equity reference portfolios each include 20 companies with over USD 1 billion in capitalization

Portfolio Management

Our two equity reference portfolios each include 20 companies with over USD 1 billion in capitalization, which are liquid and spread across several countries to reduce risk. Our decisions are essentially based on fundamentals of the companies with an investment logic.

We invest and do not trade, thus we base our investment decisions on long term performance and not on trading success which is both stressful and counterproductive following a long term perspective.

  • The EUR reference portfolio, established in s2002, and has constantly outperformed STOXX 600 net and S&P 500 with shows a triple digit net historical performance
  • The USD reference portfolio, established in 2Q 2013, and similar to the EUR, the portfolio has as well a triple digit net performance.


This offering can be made in compliance with the Sharia. We will be happy to provide you with insights on the Portfolio, up-to-date performance and holdings upon your request,

Economic Intelligence

A service of collecting and analysing open sources information and providing insights that are essential

Economic Intelligence

A service of collecting and analysing open sources information and providing insights that are essential to give yourself new strategic options and abilities.

Economic intelligence can be used in many areas, such as

  • Information collection, Monitoring and dynamic Analysis
  • Foresight and Strategic Planning
  • Perception Management
  • Business & Competitive Intelligence
  • Rik Management
  • Negotiations,
  • Asset Tracing,
  • Knowing your counterpart or with whom you are dealing with
  • Finding out the truth

Contact us and find more about this unique service offering in Switzerland and let's discuss how we can be of service.

CMS (Client Management System)

A unique Third-party Risk Management Software designed for compliance professionals

The Observer

A unique Third-party Risk Management Software designed for compliance professionals.

All-in-one, it puts technology to work for you to efficiently assess and mitigate third-party risks in accordance with various regulations at once.

Imagined as a risk management ecosystem, it allows you to deal with many aspects of risk management throughout the whole third-party relationship.

Key features:

  • Enhanced Compliance with possibility to combine or choose from two modules:
  • Anti-Corruption & white collar crimes (incl. money laundering, fraud, terrorism financing)
  • ESG (environment, human rights, health & safety)
  • Progressive 3 steps evaluation: Initial Risk Charts; Semi-automated screenings; Enhanced Due Diligence
  • Various Mitigation actions as alternative to Due Diligence
  • Enhanced Process traceability & follow-up
  • Customizable Dashboards with all the statistics needed for efficient reporting

who we are

About Company

Peak Values Ltd is an independent asset advisor and a member of the Swiss Financial Services Standards Association (VQF) following the "rules of professional conduct for the practice of asset management" officially recognised by the Federal Financial Market Supervisory Authority (FINMA). We provide a full range of financial services to private individuals and corporate clients which include traditional asset management and financing solutions as well as additional services such as economic intelligence advice. Peak Values is also in a unique position to provide the full range of its conventional services in a Sharia-compliant way to Muslim investors.

 

Membership

VQF a Self-Regulatory Organisation (SRO) officially recognised by the Federal Financial Market Supervisory Authority (FINMA), the VQF is obliged to supervise its members with regard to the combating of money laundering and the prevention of the financing of terrorism.
BOVV, the VQF supports independent asset managers with regard to compliance with standards in the asset management industry.
AEGE Association of Graduates of the School of Economic Warfare, Paris.
SWISSINTEL the umbrella organization for:

  • The Swiss Competitive Intelligence Association (SCIA) – former name
  • The Swiss Association for Market Research, Competitive Intelligence and Strategic Planning (SMCS)

FINOS Finance Ombudsman Switzerland aznon-profit association. A legally recognized ombudsman's office pursuant to Art. 84 para. 1 FinSA to mediate between all parties in case of a dispute.

We like what we do

Team of Experts

At Peak Values, we go beyond the transaction. Our family of seasoned asset management and financial professionals seek to build long lasting, personal relationships built on solid values of the highest integrity in order to achieve your goals. Everyone in our organization is considered not just an associate or a stakeholder, but rather, a member of the Peak Values family network. We are a passionate group of people who strive to bring a unique, custom perspective to help you achieve unlimited success.

Person

Dr. Michele Bomio

CHAIRMAN

Dr. Michele Bomio

Chairman
Phone: +41 44 533 41 56
Email: michele.bomio@peakvalues.ch

After obtaining PhD degree in Biotechnology from the ETH in Zurich in 1990, Michele established SAM AG. The company became quickly a leader in Sensory Research and employing 80 persons in several international locations. In 2007 Michele sold his company to a private investor and became CEO of Navyboots AG, a leading brand in the segment of premium shoes and leather, the company had annual turnover of CHF 48 Mio and 180 employees. In 2009 Michele became CEO of Thalia Bücher AG, at the time a the leading Bookstore dealer in Switzerland with CHF 48 Mio turnover and 180 employees. Michele spearhead the merger with Orell Füssli AG to become the CEO of Orell Füssli Thalia AG, a company with a total turnover of CHF 240 Mio, 1050 employees, 36 stores and 8 brands. Michele is fluent in Italian, German, English and French.

Person

Jean-Francois Bianchi

SENIOR ADVISOR

Jean-Francois Bianchi

Senior Advisorr
Tel.: +41 44 533 41 50
Email: jf.bianchi@peakvalues.ch

Jean-Francois a specialist and a senior consultant in strategy and information engineering. Holds a Master of Press and Communication Management (EFAP, Paris) and a MBA in Strategy and Economic Intelligence (Economical Warfare School, Paris). After beginning his career in communication agency, he became chief of the communication and the external relationship of the Paris Tourist & Convention Bureau. For 20 years, he is senior advisor in communication and strategy, and has created Sensei Communication firm. He is an expert of influence and of influence strategy applied to the fields of civilian and military confrontations. He is associated Professor at the Economical Warfare School (EGE) and acts, as intervener, in several Business Schools, think tanks, associations and companies in France and abroad. He is also a guest lecturer at the Institute of National Defence Advanced Studies (IHEDN-IE). Jean-François is honorary Colonel (Fr, Ar). He graduated from the Army Superior Staff Course (ESORSEM, Paris) as well as the Joint (r) Command & Staff Course of the Canadian Forces College (CFC, Toronto). He is specialized in the area of public diplomacy, and has developed an expertise in military influence (Psyops, InfoOps, Stratcom). As last position, he was attached to the Joint Concept, Doctrinal and Experimental Centre. He participated in various operational missions, in particular in former Yugoslavia and within NATO command structures. Jean-Francois Bianchi is Knight of the French "Legion of honour" with a military title, he holds several other national, foreign and inter-allied decorations

Person

Fares Mourad

CEO

Fares Mourad

CEO
Phone: +41 44 533 4163
Email: Fares.Mourad@peakvalues.ch

Fares has 28 years of experience in various banking fields such as Treasury, Asset Management, Private Banking and Islamic Finance.

World financial institutions such as UBS, Credit Suisse, Commerzbank, Arab Bank, and Bank Sarasin have capitalized on his extensive experience and knowledge. At Arab Bank AG in Frankfurt, Fares was a member of the bank's supervisory board overseeing the strategic direction of the bank. At UBS and Credit Suisse Fares was responsible for developing the Islamic Finance offering while also managing a varied portfolio of mutual funds for clients. During his tenure at Bank Sarasin, he created the first complete and comprehensive Islamic Finance Private Banking platform in Switzerland. Fares graduated from the University of Jordan with a Major in Economics. He holds a post graduate diploma in Islamic Finance from the IIBI and has an Executive Masters degree in Economic Intelligence and Strategic Management from the Ecole de Guerre Economique. Fares is fluent in English, German, French and Arabic.

No fear when PeakValues is here

T. Ziad
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