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, CIO Dr. Torsten Dennin is in charge of investments, and Mario Saponaro is in charge of operations as head of sales.

Costantino Pinelli

Chief Executive Officer (CEO)

Mario Saponaro

Head of Sales

Prof. Dr. Torsten Dennin

Chief Investment Officer (CIO)

Prof. Dr. Torsten Dennin

Chief Investment Officer (CIO)

Christina Lemm

Assistence portfolio disposition

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 robust and back-tested 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 liquidity of their investments.

 

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

 

In October 2020, Philip Zorn has joined the team as senior relationship manager for the asset and wealth management department.

 

Since January 2021, after her internship with us, Christina Lemm is supporting us as assistance portfolio disposition.

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 recognized 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.
Unknown

Our client advisory team

Tommaso Narciso

Insurance broker & team head

Mario Sargo

financial advisor & team head

Gabriele Calvano

Financial planner

Caterina Allemann

Insurance broker

Svenya Gapp

Client advisor

Güldane Ates

Client advisor

Fabian Figueroa

Insurance broker & team head

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.

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.”

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.

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

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!

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.

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.