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by Invitation only is the exclusive investment of the Champions

To achieve investment success, it has to work every day, it has to work for decades.

THE FUND BY INVITATION ONLY

NAV: EUR 100

23/12/2019

unique product

UNIQUEPRODUCT

  • Ideal strategy for young investors looking to optimize their wealth
  • An innovative and rational investment approach that is not based on speculation
  • Implementing the great ideas in finance for our clients
  • Implementing an asset allocation by asset classes that maximizes the future value of any investment
  • Broadly diversified portfolio that emphasizes the dimensions of higher expected returns
  • Constant monitoring of the correlation between asset classes and rebalancing process if needed

unique conditions

UNIQUECONDITIONS

  • Attractive fees
  • Established with Pictet Asset Services « Best global custodian overall » according to R&M Consultants Surveys in 2014,2015,2016, 2017 and 2018
  • Access to one of the best rated banks in the world
  • Large network of depositary banks in major European countries

Pictet

unique environment

UNIQUEENVIRONMENT

  • Daily pricing
  • Highest degree of liquidity every day (in and out)
  • Fund assets in the form of financial instruments held in custody with the Bank do not form part of the Bank’s estate in case of insolvency and are unavailable for distribution among, or realization for the benefit of, creditors of the Bank
  • Luxembourg is the largest investment fund center in Europe

unique environment

UNIQUEWEALTH SOLUTION

  • How unit-linked life insurance can be the base for an efficient wealth planning strategy
  • Delivering flexible, tax efficient and secure solutions depending on the jurisdiction
  • Financial privacy
  • International recognition and transportability
  • Benefit from Luxembourg´s unique policyholder protection

YOU PLAY, WE CARE

A PARTNERSHIP OFFERING
NEW PROSPECTS

Tareno (Luxembourg) S.A., specialised in wealth management through partnerships, was founded in Luxembourg in 2005, based on the model of its parent company, Tareno AG Basel, by a team of financial experts which has proved itself through long experience in financial markets.

In 2006, Tareno (Luxembourg) S.A. launched its own SICAV based on the investment principles of Dimensional Fund Advisors.

At the end of 2018, Tareno managed more than 2 Billion EUR.

In 2019 a new and unique investment solution has been created that is specific to the needs
and long-term goals of sportsmen
. During their career, players allocate extensive time
and efforts to becoming as successful as possible. We understand that the longevity of
a professional career may be short lived. For that reason, it’s essential to take the right
investment decision in order to make sure that your assets will last you and your family
for the rest of your life after professional sport. Therefore, we created for you a fund with
an investment approach not based on speculation or market timing, but grounded on
economic theory and backed by decades of empirical research.

By Invitation Only (BIO) Fund is born.

As financial planning is an essential part of wealth management, we offer a unique solution by combining By Invitation Only (BIO) Fund with a life insurance. When properly used and structured, you can achieve significant wealth preservation wherever you play.

Tareno (Luxembourg) S.A. is incorporated in Luxembourg as an asset manager and subject to the supervision of the CSSF (Commission de Surveillance du Secteur Financier).

We depend on no banking institution and
our policy is to take care of the interests
of our clients exclusively.

THE FUND BY INVITATION ONLY