Services for US clients

Investment opportunities held in Switzerland

Wealth management for US clients

We work with Swiss banks to offer investment opportunities held in Switzerland to individuals subject to US taxation.

 

Certain renowned private and universal Swiss banks are entirely specialised in providing holding opportunities in Switzerland to individuals subject to US taxation. These investment advisors are registered as securities brokers by the US Securities and Exchange Commission and the Swiss Financial Market Supervisory Authority.

 

Thanks to this cooperation, we transparently lead your wealth to success using different investment strategies. We take the time to fully understand your investment goals in order to choose your ideal investments. Our main concern is providing personalised, expert support to our clients. If you have any questions, please contact us.

When the winds of change blow, some people build walls and others build windmills.
Chinese proverb

Our services and products are divided into two main categories:

We will be delighted to respond to your inquiries and give you further information on the possibilities available to you.

Managed portfolios

These portfolios contain actively managed programmes with different asset classes. After you analyse your goals and priorities and create your personal investment strategy with us, your portfolio will then be managed by the bank.

Individual portfolios

Our investment advisors can tailor your individual investment programme to your needs. Unlike with managed portfolios, with this investment form you can make your own decisions and manage your portfolio.

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

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Max Muster

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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!”