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DirectoryFinance & InsuranceFunds & Investment CompaniesZurichPalomar Asset Management AG
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Palomar Asset Management AG

Summary

About the company

Palomar Asset Management AG is an independent asset manager providing asset management and investment advisory services to private and institutional clients, as well as services for family offices. It offers asset‑management, investment‑advisory and special mandates, with clients' securities held in custody at a bank chosen by the client.

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Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered3
Asset Management
Asset management mandates with predefined investment guidelines, custodian bank chosen by the client, electronic portfolio access on request, and execution of asset management transactions.
Investment Advisory
Investment mandates with decision freedom for the client, jointly defined investment guidelines and time parameters, notes on maturities, as well as ongoing information on market developments.
Special Mandates
Monitoring and control of externally managed accounts and portfolios, portfolio assessment and structuring, as well as manager selection.
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Location

Limmatquai 72
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-113.263.495
Founded
2006 · 20 years
Last commercial register change
November 3, 2025
Employees
11 to 20

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