For Private Clients

Are you looking for a partner who supports you independently and professionally in managing your assets?

We are one of the largest independent asset managers in Switzerland and specialize in advising private clients. Thanks to our lean structure, we offer our clients independent and cost-optimised investment solutions for assets of CHF 500,000 or more. Visit us for a non-binding discussion and get to know us.

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Cooperation of Client, Bank and Tareno

For our services we charge you a fee on the basis of assets managed or of performance. We do not accept remuneration from third parties (retrocessions). That is the basis of our independence. We are only committed to our clients.

Our Investment philosophy

The more complex the asset situation, the more individual the solutions must be. We take a lot of time to analyse your financial situation together with you. Your wishes and goals are at the centre of our assessment. Based on this, we develop your very own personal investment strategy. Our investment philosophy is characterised by the following principles: