Swiss Three Asset Management

Asset management in the best of hands

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Attractive returns Professional asset management

High returns between 10% and 16% (depending on the strategy and base-currency.)*

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Portfolio monitoring Strategy and monitoring

Strategic investment advice with us as your sparring partner and monitoring of asset management mandates.

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More security In the safest financial centre

Custodian banks in the safest financial centre in the world – Switzerland. 100% independent and with no conflicts of interest.

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Financial experts Personal customer care

Personal customer care by renowned and approved industry experts with over 20 years of experience.

* The performance of the investment strategies provided by Swiss Three Asset Management is based on the actual returns of the underlying funds in accordance with the sample portfolio. The return on the investment strategies started live in July 2018. The effective structure of the individual custody accounts and the resulting performance may differ depending on the time and amount of the investment. Past performance is not a guarantee nor is it an indicator of future investment results and/or the future performance of an investment.

What sets us apart from the rest
OUTSTANDING RETURNS

Security and first-class service

We manage assets with first-class investment strategies which are particularly effective in times of crisis. Even where the stock markets experience a downward trend over the year, we generate attractive returns for our customers with a mix of funds from the following areas: trade finance, factoring, real estate bridging loans, personal loans, legal disputes, megatrend stocks and alternative investments, as examples.

Acceptable risks

Invest without nasty surprises

As an investor, you should only take reasonable risks and invest in investment strategies that are not subject to excessive fluctuations. We select funds according to the following criteria:

Qualitative analysis

Competitive advantage, experience, investment process, risk management

Quantitative analysis

Cross-comparison with other funds, consistent track record, rolling correlation, style analysis and suitability for the portfolio

Organisational analysis

Organisation, infrastructure, references and background checks

Nowadays it is not just about preserving wealth and avoiding negative interest rates. Despite the low interest rate environment, it is possible to generate attractive returns with manageable risks. Preservation of capital always has the highest priority.

References

Advice to private individuals and banks

Our clients include wealthy individuals from the areas of sport, business and entertainment as well as entrepreneurial families and corporate groups. We also advise banks at home and abroad.

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Investment advice Private individuals
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Investment advice Entrepreneur families
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Investment advice Corporate groups
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Investment advice Banks at home and abroad
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OUR KEY METRICS

Security and first-class service

Fast opening

New custody account with a Swiss bank account available in just 2 to 4 weeks

Outstanding returns

Outstanding returns between 2016 and 2020 of between 10% and 16% (depending on strategy / base currency) – not just well above the average returns, but also at the top of our sector

High growth rates

The assets we manage are growing steadily

Low costs

Comparatively low management fees and performance fees

Availability

Your capital is available at all times

Florian Agarwalla

Redefining investment strategies for safe returns

Find out more about our CEO, Florian Agarwalla, and our investment concepts as well as the exceptionally high returns.

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FAQ

Do you have any questions about asset management?

We are happy to try to resolve your questions here. If you cannot find a suitable answer to your specific question, contact us – we will be happy to help you without any obligation.

Swiss Three Asset Management is an independent Swiss Asset Management boutique with individual customer service. We have a team of experts with many years of experience in asset management.

We offer three investment strategies that only consist of the best-in-class funds. Our investment strategies are characterised by their attractive returns and low volatility.

Our investment strategies offer higher returns, lower volatility and lower drawdowns compared to standard providers. We achieve this through our strategic asset allocation with significant use of absolute return funds and our fund selection.

Our customers are private individuals and small and medium-sized companies.

First of all, we hold a detailed personal conversation with our prospective customers. We get to know what your expectations and goals are. Together we determine the right investment strategy for you. The administrative formalities are then done quickly and easily. We prepare everything for you.

The asset management with Swiss Three Asset Management has no minimum term and can be terminated on a daily basis.

We only work with Swiss custodian banks with secure ratings and impeccable reputations.

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