Created in
2006
Employees
20
Satisfied clients
10,275
Headquarters
Altendorf
Created in
2006
Employees
20
Satisfied clients
10,275
Headquarters
Altendorf
An introduction to Asset Management Switzerland
Asset Management Switzerland was created in October 2006 and provides independent wealth management services.
We highly value personal contact with our clients and are dedicated to offering competent and long-lasting support. Our wealth consulting services are distinguished by their personalisation and continuity, meaning that investors are guaranteed objective advice which is tailored to suit their personal needs.
On the basis of solid financial planning, we provide individuals and companies with a neutral overview of insurance, taxes and assets.
Independance, personalisation 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 actively, professionally and individually supporting our clients. For this reason, we make time for you and support you with customised solutions. In Asset Management Switzerland, you have found a competent partner who, like you, acts and thinks practically and for the future, and will be by your side for years.
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 retirement plans.
We cover the whole spectrum of financial services and insurance. This includes health insurance, retirement, owning your own property and practical and modern financial 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
Wealth Management
& Wealth Accumulation
Investment consulting
Security analysis
Cash management
Tailored strategies
Independent insurance consulting
More effort for less money
All-round carefree concept
Professional second opinion
Financial
& retirement planning
Wealth and liabilities
Taxes and property
Career and company foundation
Property
Optimising tax with property
Reducing mortgage interest
Examining contract and construction risks
Retirement
3rd pillar 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 optimise 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 have been focused on personal customer contact and providing competent and long-lasting support for 15 years.
Independence, personalisation and professionalism are our core values.
Costantino Pinelli
Prof. Dr. Torsten Dennin
Mario Saponaro
Fabian Figueroa
Tommaso Narciso
Mario Sargo
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Max Muster
Max Muster
Max Muster
Max Muster
Max Muster
Max Muster
