Created in
2006
Employees
20
Satisfied clients
10,275
Headquarters
Altendorf
Created in
2006
Employees
20
Satisfied clients
10,275
Headquarters
Zug
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.
We have moved
Over the hill for you after 18 years – your Team Asset Management Switzerland AG, now in Zug instead of Schwyz.
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
Prof. Dr. Torsten Dennin
Mario Saponaro
Tommaso Narciso
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