Asset & wealth management

Asset
& wealth management

We don’t make false promises or take shortcuts

We don’t make false promises or take shortcuts

Are you looking for better returns and more security for your money?

 

We actively manage your assets as cash and stocks, to add value according to your needs. Our expertise allows us to establish multiple possible solutions for reaching your goals. You can choose the right path for you, independent from banks, with short decision-making processes, reliable procedures and a best-in -class choice of investment products! As well we are able to create personal solutions for you as comes to investment, structuring or advisory.

 

We offer a wealth management package for every budget and with transparent fees. You can be sure to meet your goals with our tailored investment strategies.

Success is measured not by victories, but by yearly progress.
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SAVINGS PLANS

Long-term wealth creation
from 100 CHF per month

Asset 2

COLORBOX

Active wealth management
from 20,000 CHF

ASSEFOLIO

Individual wealth management
from 100,000 CHF

VITAFOLIO

Tailored pension plan
from 100 CHF

Discover our strategies

Long-term wealth creation

Your path to wealth and prosperity. You can start by investing FR. 100 per month either in stocks, precious metals, or cryptocurrencies, our most innovative product. Did you know that by investing Fr. 250 per month as a student, the probability to reach your pension age as a millionaire is very high? Consult us for more information.

Financial planning does not mean controlling the future, but rather being sure that you will not be controlled in the future.
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Never invest in a business you cannot understand.
Warren Buffet

The wealth management package for growing wealth

With the Colorbox investment plan, you can invest your wealth in five actively managed fund and ETF strategies, which you can choose in regard to your individual goals and risk appetite. The proportion of different asset classes (e.g. stocks) can be adapted according to current events and market fluctuations. Colorbox follows the “best in class” approach and offers lower entry thresholds than typical wealth management strategies. You also have the option to build your wealth up to your goal with, or withdraw money regularly, when and how much you like, with or without consuming your principal capital. Your money continues to be invested in your chosen wealth management strategy the entire time.

Individual wealth management

For investment amounts over 100,000 CHF, we can individually manage your wealth, based on your expected returns and risk profile. The proportion of different asset classes (e.g. stocks) can be adapted according to current events and market fluctuations. We offer specific investment solutions, that focus on long-term investment trends such as tangible assets, sustainability, technology, precious metals, and cryptocurrencies. If desired, we also offer separate risk management as part of an overlay strategy. Your money continues to be invested in your chosen wealth management strategy the entire time if it’s standard or personalized. 

 

Besides discretionary management, we offer active advisory mandates for our clients.

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

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 for retirement

Our Vitafolio investment strategies prepare you for every stage of your life. In cooperation with Liberty – the independent pension platform, we offer open and flexible solutions, as well as a large number of reliable and innovative services for your retirement. Four models with different risk/reward ratios are available: conservative, moderate, aggressive, and offensive.

Information & news

Information & news

Article in the Zuger Presse
October 2021
read
Article in the Zuger Presse
August 2021
read
Precious Metals Report 2021
May 2021
read
Silver Market Report 2021
May 2021
read
Article in the Zuger Presse
January 2021
read
Article in the Edelmetall- und Rohstoffmagazin 2020/2021
November 2020
read
Article in the Zuger Presse
September 2020
read
Article on wikifolio.com
August 2020
read
Extract from the 2020 Precious Metals Report
May 2020
read
Article by BNP, Märkte & Zertifikate
February 2020
read
Article in the Neue Zürcher Zeitung
September 2019
read
Article in Swiss Entrepreneurs
Summer 2019
read
Article in the Frankfurter Allgemeine Sonntagszeitung
August 2019
read

Asset Management Switzerland AG is a member of the General Self-Regulatory Organisation PolyReg ( http://www.polyreg.ch/ ). A self-regulatory authority, which may grant investor protection according to article 24 of the Swiss Money Laundering Act. According to regulations, the organisation assumes its legal supervisory and monitoring obligations in regards to its clients and is subject to supervision by the The Swiss Federal Control Authority for the Prevention of Money Laundering.

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

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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.