Wealth management – independent and excellent
Financial service services for private and institutional clients
Discretionary mandate
Our specialists take care of the selection and the management of your investments.
Advisory mandate
Our advisors are your expert partners in comparing different investment options and implement the best solutions for you.
Portfolio analysis
In order to make the right decisions, both you and we need to know your situation first.
Retirement solutions
If you do not belong to a pension fund, we will assist you in investing your pension capital profitably.
Financial planning
Our integrated financial planning also includes tax components, private pension provision and the protection of your loved ones.
Consolidated statement of assets
If you like, we can provide you with a detailed overview of all your assets, including those that you have invested with various custodian banks.
Award-winning Swiss Asset Manager in Basel & Zurich
We have been passionate about investment advice and asset management for decades. We rely on the stability of our Swiss home base while navigating the international financial markets with great skill.
As independent asset managers, we act exclusively in the best interests of our clients—transparently, flexibly, and personally.
To this end, we first conduct a comprehensive analysis of your personal situation together with you, then develop a customized investment strategy, and finally implement it with the utmost care. Your assets remain with your primary bank at all times, while we actively manage and monitor them. You are supported by an experienced client advisor whom you personally select.
Our focus is on long-term value preservation and sustainable growth of your assets.
Discover the latest insights and new perspectives
What distinguishes Tareno as an independent asset management company
We can tell you many things. But we prefer to let the facts and figures speak for themselves:
- For the seventh time in a row, Tareno AG has been voted one of the best asset managers in Switzerland by the Swiss business magazine BILANZ.
- We employ 45 people at our offices in Basel and Zurich.
- Assets entrusted to us amount to CHF 3.9 billion. This places us among the largest independent wealth managers in Switzerland and within the top 10% of the industry.
- As an owner-managed independent wealth manager with a structured succession plan in place, we stand for long-term stability and personal responsibility.
- We have been in business for more than 25 years and have an active succession solution.
- Our business activities are monitored by the state and safeguarded by FINMA.
