We apply fundamental analysis to separate the wheat from the chaff.
In our opinion, blockchain and crypto tokens are the biggest innovation since the internet. Fundamental analysis and token selection combined with safe storage are the keys to success.
Comparing this evolution to the equity boom and bust around the year 2000 reveals that the best companies of today, such as Amazon, found their bottom two years before the overall market. We consider a similar development for the crypto space. Some truly valuable tokens with a real product, a good team and clients might have found the floor, whereas the market in general probably needs a bit more time to wash-out worthless projects.
Traditional asset classes like equities or bonds are repackaged as asset tokens to make transfers faster and cheaper and an asset more divisible. We assume that Bitcoin will act as a ‘store of value’ in the future and replace part of the gold market due to its predetermined inflation.
Utility tokens are comparable with vouchers and can be issued by companies for cash flow management. As utility tokens can only be issued to get access to an existing business or platform, raised money is mainly used for marketing activities or expansion of the business.
Payment tokens are a medium of exchange that is broadly used. XRP (Ripple), for example, could replace part of the SWIFT payment system. As the settlement of such tokens is very fast, in extreme a few seconds, the same token can be used more often than traditional money, such as the USD. This velocity of tokens is a critical factor in evaluating payment tokens.
The Team
Swiss stands for high quality and Rex for the king as we aspire to be best in class.
SwissRex AG with domicile Vaduz, Liechtenstein was established on May 4, 2018. The founders combine 60 years of experience. Désirée Müller and Reto Stiffler are responsible for the operative business, while Prof. Dr. Thomas Fischer supports the developments as a member of the board.
RETO STIFFLER
Chief Investment Analyst & Chairman
reto.stiffler@swissrexag.com
Reto is a Swiss-licensed financial analyst, asset manager and blockchain specialist. He also serves foundation council at SmartOne. Before co-founding SwissRex AG, he was CIO and Partner at BK & Associates, Fund Manager at GAM and Portfolio Risk Manager at Julius Baer. Reto holds a degree (lic. rer. pol) specializing in economic theory from the University of Fribourg and is also an AZEK/CIIA diploma holder.
DÉSIRÉE MÜLLER
Chief Executive Officer & Board Member
desiree.mueller@swissrexag.com
Before co-founding SwissRex AG, Désirée gained extensive knowledge as a fund manager for a large long/short European equity fund at Zurich-based GAM. Prior to this she was at Credit Suisse Asset Management on a Swiss Equity Fund and earlier as a relationship manager for wealthy individuals in the Private Banking division. Désirée holds a Master’s degree in Banking and Finance from the University of St.Gallen
Prof. Thomas Fischer
Board Member
thomas.fischer@swissrexag.com
Events.
Upcoming: HSG Alumni Event Zukunft Finanzplatz Schweiz
(St. Gallen, Feb 7, 2019)
Among other late-breaking topics, Désirée Müller and Nicole Büttner-Thiel will discuss big data, AI & crypto
Berenberg Academy
(London, Oct 13, 2018)
Désirée Müller, CEO of SwissRex AG educated young and eager people about the developments in the crypto space and shared her experience when it comes to investments and safe storage within a new asset class.
Bloomberg Future of Finance Day
(Zürich, Oct 4, 2018)
In a panel format Désirée Müller, Dr. Arthur Vayloyan, Oliver Bussmann, Nadia Abouayoub and Xen Baynham-Herd discussed the drivers of future investing in front of 300 senior investors from traditional finance.
Approaches to Crypto Investing
(Zürich, Sep 27, 2018)
SwissRex AG and Protos Asset Management joined forces to present two portfolio management styles to a broad audience in Zürich.
Contact
SwissRex AG
Bangarten 10
9490 Vaduz, Liechtenstein