Question 1

What is Fairclough Palmer AG?

Accepted Answer

Fairclough Palmer AG is an independent investment and advisory firm based in Zürich. The firm combines disciplined investment analysis with corporate, governance and wealth advisory services.

Question 2

Where is Fairclough Palmer AG based and where does it operate?

Accepted Answer

The firm is registered in Zürich, Switzerland and works across developed and emerging markets where its experience, network and investment discipline can add value.

Question 3

What legal form does the firm take?

Accepted Answer

Fairclough Palmer AG is a Swiss stock corporation registered in the Canton of Zürich. Current registered particulars are published on the About Us page and in the website footer.

Question 4

How does a boutique investment firm differ from a traditional fund?

Accepted Answer

A boutique structure supports selective decision-making, direct senior involvement and a focused approach. Fairclough Palmer AG assesses each opportunity on its own merits rather than following a broad index or high-volume product model.

Question 5

Who does Fairclough Palmer AG typically work with?

Accepted Answer

The firm works with companies, founders, investors, families and professional counterparties whose objectives align with its investment or advisory capabilities. Every potential relationship remains subject to suitability and compliance review.

Question 6

How does the investment model work?

Accepted Answer

The strategy seeks cashflow from short-term option contracts and uses that capital to acquire high-quality public and private businesses. Decisions are guided by valuation, business quality, management and an appropriate margin of safety.

Question 7

Why are option contracts used to generate cashflow?

Accepted Answer

Carefully selected short-term option contracts can produce recurring cashflow. They remain exposed to market risk, so position sizing, liquidity and downside scenarios form part of every decision.

Question 8

How are investments valued before capital is committed?

Accepted Answer

The firm considers discounted cashflow, dividend capacity, relative valuation, balance-sheet quality and comparable businesses. No single model is treated as conclusive, and assumptions are tested before capital is committed.

Question 9

Why does the firm invest in emerging economies?

Accepted Answer

Selected emerging markets can offer durable businesses, structural growth and attractive valuations. Exposure is considered only where the opportunity, governance standards and identifiable risks support the investment case.

Question 10

What is the typical holding period?

Accepted Answer

The firm takes a long-term view and does not set one holding period for every investment. A position may be retained while the original thesis, management quality and valuation remain compelling.

Question 11

How is risk managed across the portfolio?

Accepted Answer

Risk management combines valuation discipline, a margin of safety, diversification, position sizing, liquidity awareness and ongoing review of each investment thesis. Capital preservation remains central to portfolio construction.

Question 12

What instruments may be available for direct participation?

Accepted Answer

An opportunity may use equity, preferred stock, private credit, a corporate note or a convertible instrument. Availability and terms depend on the specific issuer, offering documents, jurisdiction and investor eligibility.

Question 13

What does Preferred Stock provide?

Accepted Answer

Preferred stock can provide contractual economic or governance rights that differ from ordinary shares. The precise dividend, conversion, voting, liquidation and redemption terms are defined in the relevant offering documents.

Question 14

How does a Corporate Note work?

Accepted Answer

A corporate note is a debt instrument issued by a company under stated interest, maturity, repayment and security terms. Investors should review the issuer’s credit risk and the complete note documentation before deciding.

Question 15

Which currency are investments held in?

Accepted Answer

Currency depends on the specific investment and its governing documents. Investors should consider how foreign-exchange movements may increase or reduce returns in their own reporting currency.

Question 16

Are returns guaranteed?

Accepted Answer

No. All investments involve risk, values can fall as well as rise, income can change and investors may lose some or all of the capital committed. Past performance is not a reliable indicator of future results.

Question 17

What does the onboarding process involve?

Accepted Answer

Onboarding generally includes identity verification, anti-money laundering checks, eligibility and suitability review, relevant disclosures and completion of the applicable legal documents.

Question 18

How can a position be exited?

Accepted Answer

Exit routes vary by instrument and may include a contractual redemption, issuer-led transaction, sale to an eligible third party, maturity or a public listing. Private investments can be illiquid and an exit may not be available when requested.

Question 19

What reporting do participants receive?

Accepted Answer

Reporting depends on the opportunity and may include statements, issuer updates, valuation information, material notices and relevant transaction documents. The governing documents set the formal reporting obligations.

Question 20

What is EquityLink?

Accepted Answer

EquityLink is a private-market exchange being developed to connect startups, SMEs and pre-IPO companies with investors through capital raising, portfolio intelligence and direct communication.

Question 21

Who is EquityLink built for?

Accepted Answer

The platform is designed for capital raisers seeking relevant investors and for investors who want organised access to private-market opportunities, holdings, documents and company updates.

Question 22

Which capital-raising routes does EquityLink support?

Accepted Answer

The planned capital-raising experience covers stock issuance, debt offerings and convertible notes, subject to eligibility, documentation and the requirements applying to each transaction.

Question 23

Which investor tools are planned?

Accepted Answer

Planned investor tools include opportunity discovery, portfolio views, performance tracking, document storage, direct messaging and automated company updates.

Question 24

How much does EquityLink cost?

Accepted Answer

Pricing may vary by account type, service and transaction. Final subscription or transaction terms will be shown clearly before a user commits to a paid service.

Question 25

Is there a mobile application?

Accepted Answer

An EquityLink App Store listing is available. Google Play availability is marked as coming soon, and product availability may vary by device, region and release stage.

Question 26

What anti-money laundering checks are applied?

Accepted Answer

The firm performs identity, beneficial ownership, source-of-funds and risk-based checks as required by applicable law and internal procedures. Additional evidence may be requested before or during a relationship.

Question 27

How is personal data handled?

Accepted Answer

Personal data is used for legitimate business, legal and compliance purposes and handled in line with applicable Swiss data-protection requirements. The Privacy Policy explains the principal categories, purposes and rights.

Question 28

Which law governs the relationship?

Accepted Answer

The governing law and jurisdiction appear in the relevant agreement or offering documents. General website use is subject to the legal terms published on this website.

Question 29

How can a genuine communication from the firm be verified?

Accepted Answer

Use the contact details published on this website to verify any unexpected request. Do not send funds, credentials or sensitive documents in response to an unverified message.

Question 30

Where are client funds held?

Accepted Answer

The applicable transaction documents identify the relevant issuer, account, custodian or payment arrangement. Users should rely only on verified instructions and should ask the firm to confirm anything unclear.

Question 31

How are conflicts of interest managed?

Accepted Answer

Potential conflicts are identified and assessed through governance and compliance procedures. Where relevant, a conflict may be disclosed, managed through controls or treated as a reason not to proceed.

Question 32

Are there jurisdictions the firm will not work with?

Accepted Answer

Yes. Legal restrictions, sanctions, financial-crime risk, licensing requirements or internal risk standards may prevent the firm from accepting a person, entity or transaction from a particular jurisdiction.

Question 33

How can a company raise capital through the firm?

Accepted Answer

A company can submit a Service Request describing its stage, funding requirement and preferred structure. The team will review the information and make contact if the opportunity fits the firm’s scope.

Question 34

How are transaction fees structured?

Accepted Answer

Fees depend on the mandate, complexity, work involved and applicable transaction terms. Any agreed fee structure is documented before substantive work begins.

Question 35

Does the firm work with introducers and partners?

Accepted Answer

The firm may work with suitable professional introducers and partners where responsibilities, compliance standards and commercial terms are clearly agreed.

Question 36

What is the fastest way to reach the firm?

Accepted Answer

Use the Contact page for a general enquiry or the Service Request page when you already know which expertise you need. Providing a concise scope helps the team route the request efficiently.

Question 37

Can the firm assist with selling a business?

Accepted Answer

Corporate advisory may include preparation, positioning, transaction coordination and support through a business-sale process, depending on the mandate and circumstances.

Question 38

Can the firm help identify a business to acquire?

Accepted Answer

The advisory team may support acquisition strategy, target screening, analysis and transaction coordination where the requested scope matches the firm’s capabilities.

Question 39

What does corporate consulting cover?

Accepted Answer

Corporate consulting can cover strategy, capital structure, governance, commercial planning, market positioning and transaction readiness. The exact scope is agreed for each engagement.

Question 40

Does the firm advise on asset protection?

Accepted Answer

The firm provides family foundation, stewardship, governance and succession-planning support. Legal and tax advice must be obtained from appropriately qualified advisers in the relevant jurisdictions.

Question 41

How long does a typical transaction take?

Accepted Answer

Timing varies with complexity, documentation, diligence, counterparties, approvals and market conditions. The team sets an indicative timetable once the scope and dependencies are understood.

Question 42

Which languages does the team work in?

Accepted Answer

Language availability depends on the team members and external advisers involved in a mandate. Contact the firm with your preferred language so an appropriate response can be arranged.

Question 43

What are the tax implications on investor profits?

Accepted Answer

Tax treatment depends on residence, structure, instrument and personal circumstances. Investors should obtain independent advice from a qualified tax professional before proceeding.

Question 44

Does Fairclough Palmer invest in cryptocurrency?

Accepted Answer

The published investment philosophy excludes cryptocurrency and other high-risk trends from the core portfolio approach.

Question 45

What is the minimum amount someone can invest?

Accepted Answer

Minimum participation is specific to each opportunity and can also depend on eligibility and jurisdiction. The relevant offering documents state the applicable minimum.

Question 46

Who can invest with Fairclough Palmer AG?

Accepted Answer

Eligibility depends on the opportunity, investor classification, jurisdiction and compliance review. Access is never automatic and may be restricted by law or offering terms.

Question 47

Is Fairclough Palmer AG regulated by FINMA?

Accepted Answer

Fairclough Palmer AG does not operate under the direct supervision of FINMA. The website’s Legal Notices and Investment Disclaimer provide further regulatory context.

Question 48

Does Fairclough Palmer offer sponsorships?

Accepted Answer

Sponsorship and partnership proposals are considered selectively. Send a concise proposal through the Contact page, including the purpose, audience, timing and requested involvement.

Question 49

What makes Fairclough Palmer AG different from other investment firms?

Accepted Answer

The firm combines a selective boutique structure, disciplined valuation, direct senior involvement and an integrated view of investment, corporate advisory and long-term stewardship.

Question 50

What types of investments does the firm focus on?

Accepted Answer

The strategy focuses on financially sound, understandable businesses with capable management and identifiable advantages across selected public and private markets.

Question 51

How do I become an investor?

Accepted Answer

Review the available opportunities and submit a Service Request. The team can then discuss eligibility, documentation and whether a particular opportunity may be appropriate.

Question 52

What is the firm’s investment philosophy?

Accepted Answer

Capital is committed to understandable businesses, trusted management teams and sensible valuations. The aim is to compound value while maintaining discipline through changing market conditions.

Question 53

Does the firm offer advisory services?

Accepted Answer

Yes. Services span corporate finance, governance, business support, private wealth and related strategic requirements. The Service Request page helps identify the appropriate area.

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