Asset management from one person to another.
You can have your savings of CHF 500,000 or more managed according to your needs, either through an investment advisory mandate or the convenient asset management mandate.
Asset Manager of the Year
In 2020, we were named Best Swiss Asset Manager of the Year by BILANZ.
We took part in the assessment process for the second time in a row for 2021 and once again achieved a podium position – second overall for the 24-month period! After our victory in 2020 for the 12-month period, this is another great success and testifies to our consistency and quality.
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.