Financial & retirement planning

Financial
& retirement planning

Your desires and needs are at the heart of our consulting

Financial & retirement planning

Financial
& retirement planning

Your desires and needs are at the heart of our consulting. Benefit from a first-class advisor for your complex financial issues. If you would like to know more about our services, please contact us. We look forward to hearing from you.

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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We are there for you - at every stage of your life

Children

Birth
Preschool
School

Young adults

Apprenticeship/degree, 1st job
Work pension plans
1st rented home/move

Travel & family planning

World travel, living abroad
Changing jobs
Marriage, income, buying a home

Aging

Retirement
Becoming grandparents
Moving into a nursing/care home

Family

Children moving out
Second marriage
Starting work again

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

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Max Muster

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Max Muster
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Max Muster
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Max Muster
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Max Muster
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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.