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DirectoryFinance & InsuranceExternal Asset ManagementHorgenSwiss Three Asset Management GmbH
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Swiss Three Asset Management GmbH

Summary

About the company

The company's core activity is wealth management for private individuals and companies, including investment advice, wealth management and custody account management with Swiss custodian banks. The company offers individual customer care and investment strategies with attractive returns and low volatility.

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Products & services

Industry:External Asset Management
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Asset Management
Asset management with investment strategies, fund selection, ongoing monitoring and individual support; with conservative, balanced and growth-oriented strategies as well as target returns of 7% to 11% p.a.
Portfolio Analysis
Free portfolio analysis to non-bindingly review the current asset situation based on a portfolio statement and a short phone call, including an assessment of the existing portfolio structure.
Selection of a Custody Bank
Support in selecting a custody bank with an overview of the banks’ services and terms, as well as guidance in bank-independent asset management.

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Secure profile

Location

Stockerstrasse 27
8810 Horgen

At a glance

Legal form
Limited Liability Company
UID
CHE-382.367.141
Founded
2018 · 8 years
Last commercial register change
November 30, 2023
Employees
1 to 10

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