This is how wealth management works

At Tareno AG, we have redefined wealth management. After all, even though we feel at home on the international financial markets, the focus of our work is always the person with his or her individual personality and current life situation.

Your independent Swiss asset manager

You would like to know your assets in safe hands, but you prefer not to take care of the selection and management of your investments yourself? In that case, we should talk. We take a lot of time to get to know your needs and then choose the most suitable investment strategy. Naturally, we are happy to cooperate with your bank. Because we are not obligated to anyone but you, you can be sure that we will only provide you with the best solutions that also offer attractive conditions.

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On the principle of independence

We are committed exclusively to our clients. That is why we work entirely on a fee basis, based on the assets under management and, if necessary, on the results achieved. Since we do not accept any compensation from third parties, we are always able to offer you the best products at the best conditions.

You, your bank and Tareno AG

Our business model is based on independence. We therefore cooperate with around 12 custodian banks. All of them are first-class Swiss financial institutions or internationally active groups with an impeccable reputation. So when you assign us a descretionary or advisory mandate, your money remains with your bank. A mandate allows us to arrange the necessary transactions on your behalf.

Our services

A wealth management solution based on your individual needs

A broadly diversified investment policy with a global focus

A professional portfolio management with years of experience, that has won numerous awards

A well-structured and disciplined investment process that forms the basis for our investment decisions

Short decision-making processes that allow us to react quickly to changing market situations

Your benefits

Active wealth management by qualified asset managers

Saving time by eliminating the need to make investment decisions yourself

Independent investment decisions due to the best-in-class approach applied by Tareno AG

Comprehensive reporting on the performance of your assets

Strengthening of your financial position with your bank due to approx. CHF 2.8 billion of assets managed by Tareno AG, which results in cost advantages for you.

Advisory mandate

When it comes to your money, you would like to have a say, but still not do it without professional advice. We provide you with tailor-made investment solutions and support you in other wealth management issues such as retirement planning, tax advice, cash flow management, life insurance, mortgages and much more.

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Discretionary mandate

When you give us a discretionary mandate, you have five investment concepts to choose from: “Classic”, “Dividend”, “Water”, “Climate-friendly” and “Small/Mid Cap Switzerland”. They are all available in the reference currencies CHF, EUR, GBP and USD and in up to five different risk characteristics. This means you can choose the equity component so it matches your personal need for security.

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