About us

Get to know us better

Created in

2006

Employees

20

Satisfied clients

10,275

Headquarters

Altendorf

Created in

2006

Employees

20

Satisfied clients

10,275

Headquarters

Altendorf

Our company

In order to be flexible, professional and efficient, a company must be properly organised. Our company structure is therefore both flat and lean. Partners are responsible for strategy, management for operations. This allows us to provide optimal working conditions for our client service teams, so they can build personal, long-lasting relationships with our clients.

Management

Asset Management Switzerland is a proprietor-run company. Management runs the company’s strategy and operations, in the form of a lean organisation. The company and its management’s longstanding relationships and high social competence are central to this organisation, as transparency is important to our clients as well as to our partners and employees when creating sustainable company policy. Our management has two sections. CEO Costantino Pinelli is head of strategy and Mario Saponaro is in charge of operations as head of sales.

Costantino Pinelli

CEO

Mario Saponaro

Head of sales

Prof. Dr. Torsten Dennin

Head of wealth management

Philip Zorn

Senior Relationship Manager

Wealth management directors

Our wealth managers are our clients’ and consultants’ point of contact for all of their questions regarding capital markets. Asset Management Switzerland offers active, independent wealth management, based on actively managed investment funds and ETFs and covering all asset classes. Our approach to investing is based on a rigorous investment process, experience and a detailed understanding of capital markets. We strive to provide our clients with the best possible combination of return, risk and daily access to investments. 

 

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

 

As Senior Relationship Manager, Mr. Philip Zorn supports our clients in wealth management.

Our client advisors

Our client advisors cover almost all of German-speaking Switzerland. We also have the advantage of employees who have been with us for years and unequalled technical expertise thanks to our many years of experience in our sector. Our advisors have therefore been able to build up a large base of satisfied individual and corporate clients.

 

We place great value on complying with the Swiss Financial Market Supervisory Authority’s requirements and constantly being informed about the newest products on the market. Utmost discretion is our top priority. Solid basic training and a recognised qualification are the minimum requirements to work for Asset Management Switzerland.

 

Even our young talents are therefore studying to gain an accredited degree for our field. At the same time, they are also gaining a great deal of practical experience by attending intensive courses as well as carrying out their first client meetings alongside experienced financial advisors.

Success is measured not by victories, but by yearly progress.
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Client advisors Northern Switzerland

Tommaso Narciso

Insurance broker & team leader

Mario Sargo

Financial advisor & team leader

Gabriele Calvano

Financial planner

Caterina Allemann

Insurance broker

Svenya Gapp

Client advisor

Güldane Ates

Client advisor

Client advisors Eastern Switzerland

Fabian Figueroa

Insurance broker & team leader

Philipp Schwengler

Client advisor

Julian Emery

Client advisor

Angela Syz

Administration

Gjergj Aliu

Administration

Alketa Muharremi

Administration, intern

Nicola Niro

Administration, intern

Our administration

Our admin staff have many years of secretarial experience in our field. They were able to gain concrete practical knowledge from working in brokerage or broker advisory firms. To be able to successfully work closely with our client advisors and partners, our admin staff all have an official insurance broker qualification.

 

Our admin staff regularly attend training courses on different subjects, meaning that they are not only the first contact people for administration and processing, but also guarantee constant, active support in development, controlling, marketing and web engineering.

Have we caught your attention?
We are looking forward to hearing from you.

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!”