Our Story
Built on Precision. Driven by Conviction.
Founded in Zurich in 2026, built to last generations.
Our Foundation
Founded
2026
Zurich, Switzerland
ASSORT Switzerland was founded in 2026 by Fabio Santos, a specialist with 24 years of experience in patrimonial protection and global structuring. Our mandate: deliver institutional-grade capital engineering to discerning investors worldwide.
Operating from Zurich — the capital of Swiss financial excellence — we combine centuries of banking tradition with rigorous modern methodology. Every allocation decision is governed by our proprietary ASSORT Motor framework, a multi-factor model that balances return optimization with asymmetric risk control.
Founded with the conviction that global investors deserve access to institutional-level strategies, with full transparency and Swiss rigor, ASSORT Switzerland has grown to serve clients across 12+ jurisdictions.
Investment Philosophy
Capital Preservation First
We never sacrifice the principal for yield. Every strategy begins with a rigorous downside scenario analysis before any return target is set.
Asymmetric Risk Architecture
Our portfolios are engineered to capture upside while systematically limiting drawdown exposure through dynamic hedging and diversification across uncorrelated assets.
Conviction Over Consensus
We do not follow market consensus. Our research-driven approach identifies structural opportunities that consensus-driven funds systematically miss.
Transparent Stewardship
Every client receives full transparency on allocation, fees, and performance attribution. Swiss banking confidentiality meets institutional-grade reporting.
Leadership
Fabio Santos
Founder & Chief Executive Officer
24 years of experience in patrimonial protection and global wealth structuring. Founded ASSORT Switzerland in 2026 with the mission of bringing institutional-grade capital management to global investors.
Ofer Ben Shimol
Strategy Manager — M. S. Rock Investments Ltd
Nearly 30 years of senior-level experience in international finance. Specialist in Private Banking, alternative asset allocation and global Wealth Management. M. S. Rock Investments Ltd is regulated as an Investment Portfolio Manager by the Israel Securities Authority (ISA), Israel.
ISP Securities AG
Custodian & Broker — Switzerland
ISP Securities AG, Switzerland, acts as Custodian and Broker for the ASSORT Brazil Diversified AMC structure, ensuring full compliance with Swiss law and the highest standards of asset safekeeping and execution.
Why ASSORT
Governed
Products governed by Swiss law, jurisdiction of the City of Zurich. Structured under Guernsey-registered Protected Cell company.
Founded
Founded in 2026 by Fabio Santos, with 24 years in patrimonial protection and global structuring
Jurisdictions
Serving investors across Europe, Americas, Middle East and Asia
Independent
No proprietary products. No conflicts of interest. Pure advisory mandate.
Ready to Begin
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