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Asserta Asset Management AG

Summary

About the company

The company's core activity is independent wealth management for affluent private clients, including investment advice, wealth structuring, portfolio management and portfolio hedging.

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Offering

Products & services

Industry:External Asset Management

✓ Offered4

Asset Management

Comprehensive, individual and independent asset management; situation analysis, asset structuring, implementation, monitoring and supervision of the investments as well as selection of custody banks.

Portfolio Management

Portfolio Management with delegated investment decisions, diversified direct investments and cost-efficient investment instruments to maximize returns and diversify risk.

Investment Advice

Investment advice with analysis of the financial situation, alignment of the investment strategy with objectives and risk appetite, and support with implementing clients' own investment decisions.

Tactical Currency Hedging

Tactical currency hedging for the active management of foreign currency risks and for optimizing the portfolio.

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Asserta Asset Management AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

Asserta Asset Management AG

About the company

Products & services

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