So you can live a carefree life

An introduction to Asset Management Switzerland

Created in

2006

Employees

20

Satisfied clients

10,275

Headquarters

Altendorf

Created in

2006

Employees

20

Satisfied clients

10,275

Headquarters

Altendorf

An introduction to Asset Management Switzerland

Asset Management Switzerland was created in October 2006 and provides independent wealth management services.

 

We highly value personal contact with our clients and are dedicated to offering competent and long-lasting support. Our wealth consulting services are distinguished by their personalisation and continuity, meaning that investors are guaranteed objective advice which is tailored to suit their personal needs.

 

On the basis of solid financial planning, we provide individuals and companies with a neutral overview of insurance, taxes and assets.

Independance, personalisation and professionalism are the core values on which we base our actions, in the exclusive interest of our clients. We are delighted when our clients share these values.

 

Our highest priority is actively, professionally and individually supporting our clients. For this reason, we make time for you and support you with customised solutions. In Asset Management Switzerland, you have found a competent partner who, like you, acts and thinks practically and for the future, and will be by your side for years.

Our offer for individuals

With all the offers that are now on the market, it is hard to know where to begin when looking for the right product for your current situation.

 

As a modern and forward-thinking financial service provider, we offer a wide range of solutions, from traditional to individually tailored retirement plans.

 

We cover the whole spectrum of financial services and insurance. This includes health insurance, retirement, owning your own property and practical and modern financial and tax solutions to protect personal possessions.

We should all be concerned about the future because we will have to spend the rest of our lives there.
Charles F. Ketterling

Wealth Management
& Wealth Accumulation

Investment consulting
Security analysis
Cash management
Tailored strategies

Independent insurance consulting

More effort for less money
All-round carefree concept
Professional second opinion

Financial
& retirement planning

Wealth and liabilities
Taxes and property
Career and company foundation

Property

Optimising tax with property
Reducing mortgage interest
Examining contract and construction risks

Retirement

3rd pillar and insurance
Retirement consulting and pension planning
Pension or retirement savings

Services
for US clients

Wealth management
Banking relationships
US taxation

Success is measured not by victories, but by yearly progress.
Unknown

Our offer for companies

Our specialists review and optimise your company’s insurance and pension policies, leaving you to concentrate on what you do best.

About us

As an independent wealth management firm, our 20 employees have been focused on personal customer contact and providing competent and long-lasting support for 15 years.

 

Independence, personalisation and professionalism are our core values.

Costantino Pinelli

CEO

Prof. Dr. Torsten Dennin

Head of wealth management

Mario Saponaro

Head of sales

Fabian Figueroa

Insurance broker & team leader

Tommaso Narciso

Insurance broker & team leader

Mario Sargo

Financial advisor & team leader

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Fabian Figueroa

Insurance broker & team leader

Fabian manages the team in our eastern Switzerland office. We are glad to have expanded Asset Management Switzerland’s scope by recruiting him and to have gained such a hard-working and committed young manager.

Philip Zorn

Senior Relationship Manager

Philip is an experienced private banker based in Switzerland for the past 15 years and is now part of Asset Management Switzerland AG. His career began as a Stock market trader, where he then made the change into Relationship Management and took his market know-how with him in order to serve customers even better.

Most recently he worked for one of the last family owned private banks based in Zürich covering HNWI clients in Switzerland, Europe and the UK. His areas of expertise are classic investment advisory, setting up complex structures such as trusts, special mandates, alternative investments and managing co-investment opportunities.

 

He holds a Swiss trading license, a degree in economics, is fluent in Italian, English and German. Philip collects and evaluates modern art. Traveling, Sports, Culture and literature are other areas of interest.

Coming together is a beginning, keeping together is progress, working together is success.

Henry Ford

Mario Sargo

Financial advisor & team leader

Mario brings a solid educational background and more than a little experience to our team in eastern Switzerland. Just this summer, he gained another qualification as an IAF certified financial advisor. As a trained manager, he now endeavours to recruit and train his own team.

 

“I can’t predict my clients’ future, but I hope to shape it with them, so they feel secure in living in it.”

Gabriele Calvano

Financial planner

Gabriele has been a passionate and successful federal financial planner for 14 years. He has advised over 1,500 satisfied clients.

 

“It has always been important to me to tailor every offer to the individual client. I am happy to take the time I need until I find the best solution for my clients’ different needs.

 

Henry Ford always used to say “I test every offer, as it could be the offer of my life.”

 

Test me now!

Prof. Dr. Torsten Dennin

Director of wealth management

Since March 2019, Prof. Dr. Torsten Dennin has been director of wealth management at Asset Management Switzerland. 


Prof. Dr. Dennin has over 15 years of wealth management experience. He began his career in 2003 in asset and wealth management at Deutsche Bank in Frankfurt, Germany. His last position was as director of investment at Tiberius Asset Management, an independent wealth management firm based in Zug. Dr. Dennin also teaches several subjects, including finance and economics, at the EBC business school in Dusseldorf and is author of the capital market books “From Tulips to Bitcoins”, “Lucrative Raw Materials Markets” and “Africa – Continent of Opportunity” (the last two books are currently only available in German.)

Tommaso Narciso

Insurance broker & team leader

Tommaso has many years of financial advisory experience. He manages our office in northern Switzerland, therefore actively helping young talents to grow in our field.

 

“There is one reason why I’ve been in this field for around 22 years: to support you in your fight through the jungle of insurance and financial service providers. I also had bad experiences in this area before I started working in it. I chose to specialise in this field with the vision to spare you what I went through.

 

My background isn’t that important, though. What’s important to me is getting to know you, saving you unnecessary costs and making a carefree life possible for you.

 

I’m looking forward to hearing from you!”