+41 55 511 50 01

Services for US clients / EEMEA

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.

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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 analyses your goals and priorities and create your personal investment strategy with us, your portfolio will then be managed by the bank.

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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.

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

Request a consultation now

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Max Muster

Asset Management Switzerland AG

Zürcherstrasse 37d

CH-8852 Altendorf SZ

Poststrasse 6

6300 Zug

+41 55 511 50 01
info@amswiss.ch
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Asset Management Switzerland AG

Zürcherstrasse 37d

CH-8852 Altendorf SZ

Poststrasse 6

6300 Zug

+41 55 511 50 01
info@amswiss.ch
Facebook Linkedin

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Asset Management Switzerland AG

Poststrasse 6

6300 Zug

+41 55 511 50 01
info@amswiss.ch
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Jochen Gass

Investment advisor

Mr Jochen Gass joined Asset Management Switzerland AG as an investment advisor in November 2022.

 

Mr Gass has more than 20 years of experience with banks and investment companies. He worked as an equity and derivatives trader at DWS Group and Deutsche Bank AG in Frankfurt am Main, where he also passed the EUREX trader examination at Deutsche Börse AG.

 

After further professional stations in Liechtenstein and the British Virgin Islands, Mr Gass was most recently employed as an investment specialist at UBS AG in Zurich.

 

Jochen Gass is a specialist in asset accumulation & wealth preservation through shares, funds and derivatives.

Christina Lemm

Investment Manager

Christina Lemm joined wealth management of Asset Management Switzerland in January 2021, working previously as an intern in the company. Christina studied International Business Management (BA) at EBC Hochschule, in Düsseldorf, Germany, and graduated in 2024 at Lucerne University of Applied Sciences and Arts (HSLU) with a Master of Science in Banking and Finance. After completing her studies, Christina continues her work as an investment manager at Asset Management Switzerland AG.

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

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.

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.”

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 Chief Investment Officer (CIO) at Asset Management Switzerland AG, and since then he is responsible for all investment decisions for clients and products of Asset Management Switzerland AG.

Dr. Dennin has over 20 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, ESADE, Barcelona, and Technical University of Košice (TUKE).

Furthermore, Torsten is the author of several books including “Commodity Markets. Behind the Scenes” and “Africa. Continent of Opportunity”, and “Games of Greed”. His book “From Tulips to Bitcoins” reached Amazon bestselling status in the categories Finance, Commodities, and Digital Currencies, and has been translated in several languages.