Independent advisor Galix Investments has formed a partnership with Hong Kong-based HSZ Group to gain access to «entrepreneurially managed companies» in China.
Galix Investments founder Stéphane Julen and sales manager for institutional clients Oliver Rothenberger will become exclusive distribution partners of HSZ Group in Hong Kong, according to a statement.
The partnership will enable Galix Investments to provide Swiss investors access to «entrepreneurially managed companies» in China in a daily liquidity format.
HSZ China Fund
HSZ was established in Zurich in 1994 before first building its presence in its current base Hong Kong in 1999.
It is an independent investment management firm that focused on listed Chinese equities, including as the portfolio manager of the HSZ China Fund – a fund for Chinese equities under Swiss law – which is an actively managed strategy with around $325 million in assets under management.
«HSZ has a 20-year proven and successful investment approach and brings a long-term, excellent track record of attractive independent returns,» said Julen on the strategic partnership. «We see ourselves as bridge builders as we understand the language of traditional distribution as well as the needs of investors.»
