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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceFunds & Investment CompaniesJakobsbadPalomar Asset Management Holding AG
Palomar Asset Management Holding AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Palomar Asset Management Holding AG is an independent asset manager that provides asset management and investment advisory services to private and institutional clients and to family offices. The firm offers discretionary asset management, investment advisory and special mandates, conducts portfolio analyses and custody checks, separates custody from management, and applies transparent fee structures without accepting retrocessions.

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Products & services

Industry:Funds & Investment Companies
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Palomar Asset Management Holding AG

✓ Offered6
Wealth management
Wealth management for private and institutional clients, with a long-term, conservative investment strategy, defined investment principles, portfolio construction and ongoing risk monitoring.
Investment advisory
Investment advisory for private clients, with an advisory mandate, joint definition of investment principles and time horizon, as well as ongoing information on market developments.
Services for institutional clients
Wealth management for institutional clients, including support for portfolios according to defined investment principles and ongoing monitoring within agreed guidelines.
Services for family offices
Services for family offices, complemented by a network of experts for additional topics such as tax, law, foundations and trusts.
Portfolio analysis and custody account review
Portfolio analysis and safe-custody account check, including a second opinion on costs, risk profile and optimization of returns and terms.
Special mandates
Special mandates for monitoring and controlling externally managed accounts and custody accounts, portfolio analysis and structure, as well as the selection of asset managers.
Trust & reputation

ranQ Trust Score of Palomar Asset Management Holding AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Palomar Asset Management Holding AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Palomar Asset Management Holding AG scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Palomar Asset Management Holding AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Palomar Asset Management Holding AG scores 37.1 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.37.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Palomar Asset Management Holding AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Secure profile

Location

Laufteggstrasse 40
9108 Jakobsbad

At a glance

Legal form
Corporation
UID
CHE-113.311.786
Founded
2006 · 20 years
Last commercial register change
September 26, 2024
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
  • Full methodology

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