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DirectoryFinance & InsuranceExternal Asset ManagementZurichAsserta Asset Management AG
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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.

AI-generated
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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Location

Limmatquai 70
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-113.465.780
Founded
2007 · 19 years
Last commercial register change
January 20, 2026
Employees
21 to 50

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