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
- Long-term wealth creation made easy
- Securities, precious metals or cryptocurrency
- Reasonably priced from 100 CHF per month
COLORBOX
Active wealth management
from 20,000 CHF
- Five strategies from conservative to dynamic
- Investment funds/ETFs and certificates
- Saving and withdrawal from 20,000 CHF
ASSEFOLIO
Individual wealth management
from 100,000 CHF
- Three strategies from conservative to dynamic
- Variation based on return and risk
- Special focuses: tangible assets, technology, sustainability and dividends
- Investment funds/ETFs, certificates and individual stocks
VITAFOLIO
Tailored pension plan
from 100 CHF
- Four strategies from conservative to dynamic
- Independent from banks
- Investment policies adapted to regulations
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
Assets Magazine, Hamburg, 3/2024
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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
Max Muster
Max Muster
Max Muster
Max Muster
Max Muster
