Living 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 founded in October 2006 and provides independent Asset- and wealth management services as financial consultancy.

 

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

 

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

Independence, personalization 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 active, professional and individual support of our clients. For this reason, we take time for you and support you with customized solutions. In Asset Management Switzerland, you have found a competent partner who, like you, acts and thinks practically and for the future.

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 and retirement plans.

 

We cover the whole spectrum of financial services and insurance. This includes Asset- and Wealth Management, health insurance, retirement, property 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

Asset
& wealth management

Investment consulting
Security analysis
Individual Financial Services
Cash management
Structured solutions

Independent insurance consulting

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

Financial
& retirement planning

Wealth and liabilities
Taxes and real estate
Career and company foundation

Real estate

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

Retirement

Retirement banking 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.
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Our offer for companies

Our specialists review and optimize 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 are focused on individual client consultation and providing a competent and long-lasting support for more than 15 years.

 

Independence, individuality, and professionalism are our core values.

Costantino Pinelli

Chief Executive Officer (CEO)

Prof. Dr. Torsten Dennin

CIO

Tommaso Narciso

insurance broker & team head

Mario Sargo

financial advisor & team head

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Tommaso Narciso

Insurance broker & team head

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 specialize 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!”

Prof. Dr. Torsten Dennin

Chief Investment Officer

In March 2019, Dr. Torsten Dennin has been appointed to become the Chief Investment Officer (CIO) at Asset Management Switzerland AG.

 

Dr. Dennin has over 15 years of experience in asset and wealth management industry. 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 asset management firm based in Zug. Torsten Dennin is Professor of Economics and a member of Berlin Institute of Finance, Innovation and Digitization. He teaches regularly at Lucerne University of Applied Sciences, Switzerland, EBC Hochschule, and Baden-Wuerttemberg Cooperative State University in Germany. Furthermore, Torsten is the author of several books including “Commodity Markets. Behind the Scenes” and “Africa. Continent of Opportunity”. His latest book “From Tulips to Bitcoins” reached Amazon bestselling status in the categories Finance, Commodities, and Digital Currencies, and has been translated in several languages.

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!

Mario Sargo

Financial advisor & team head

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 endeavors 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.”

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

Fabian Figueroa

Insurance broker & team head

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.

Christina Lemm

Assistence portfolio disposition

Christina Lemm joined wealth management of Asset Management Switzerland in January 2021, working previously as an intern in the company. Christina studies International Business Management (BA) at EBC Hochschule, in Düsseldorf, Germany, and prepares for her master studies.