Wealth management & wealth accumulation

Wealth management
& wealth accumulation

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 wealth, to add value according to your needs. Our expertise allows us to establish multiple possible solutions. You can choose the right path for you, based on these decision-making criteria and our personalised consulting: independent from banks, with short decision-making processes, rigorous procedures and a top-class choice of investment products!

 

We offer a wealth management package for every budget, with transparent fees from 0.8% to 1.2%. You can be sure to meet your goals with our tailored investment strategies.

Success is measured not by victories, but by yearly progress.
Unknown

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 2nd & 3rd pillar | from 100 CHF

Discover our strategies

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 yourself. 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 possibility to build your wealth up to your goal with a savings plan. With a withdrawal plan, you can withdraw money regularly, when and how much you like, with or without consuming 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 subject focuses and access to long-term investment trends such as tangible assets, sustainability, technology and, as a special strategy, cryptocurrency. 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.

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 2nd & 3rd pillar

With the Vitafolio banking investment strategy, you will be prepared for every stage of your life. As an independent retirement platform, we offer open, flexible solutions, as well as a large number of innovative, personalised services and products for your 2nd and 3rd pillar. Three models with different risk/reward ratios are available: conservative, moderate and aggressive.

Information & news

Information & news

Artikel 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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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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Max Muster

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!”