Swiss Three Asset Management is an independent Swiss Asset Management boutique with individual customer service. We offer three investment strategies which only consist of best-in-class funds held in a safe Swiss custodian bank account in your name. Our investment strategies are characterised by their attractive returns and low volatility. We have a team of experts with many years of experience in asset management.
I grew up in Hamburg and studied economics at the universities of Fribourg and St. Gallen in Switzerland. After graduation, I successfully worked for many renowned banks such as Merrill Lynch, Société Generale, Vontobel and Quilvest in various management positions. During my career, I was frequently interviewed by Bloomberg Television due to my expertise. After 20 years of activity in the financial sector, a conscious step was taken to become self-employed in order to create added value for clients through entrepreneurial action and high-quality financial services.
Around 25% of global assets are managed in Switzerland. The reason for this is that it is a financial centre with long tradition, discretion and professionalism. Switzerland is an attractive location for financial experts from all over the world. Its high political stability and core competence in wealth management have made Switzerland the home of assets. Swiss banks have high equity ratios and are therefore particularly secure.Our custodian banks
Experience in the financial world for over 20 years
Absolute returns with relatively low fluctuation range over a medium-term time frame
Multilingual with 3 languages spoken (German, English, French )
Secure custodian banks, banks with a state guarantee available on request
Individual customer advice and care
Quality assurance by the VQF and BOVV
If you are unsure if your current portfolio is well positioned, or if you would like higher returns, we would be happy to check your current situation without obligation. All we need for this is a securities account statement and your wishes in a short telephone call. Please use the form below for a quick portfolio analysis.
There is always a non-binding meeting with our CEO right at the start.
If you are then happy with all the key data presented to you, you decide the amount of assets you would like us to manage for you.
Analysis of your needs, answering all questions.
You decide the amount of your initial investment.
Opening an account with one of our Swiss or Liechtenstein-based partner custodian banks. You decide with which bank you would like to open a custody account. We prepare all the documents ready for your signature and send them to you. Normally, you do not need to travel to us, but you are welcome to do so should you wish!
You deposit your capital at the bank into your private or company account.
We develop an investment strategy tailored to your needs and invest your capital according your criteria, but using our know-how.
We keep in constant contact with you to discuss the transfer of profits, reallocations and strategy adjustments. A personal relationship with our customers is particularly important to us. Regular meetings in person in Zurich, or a telephone discussion are just as important.
If you would like to transfer an existing custody account to us, we can support you with an uncomplicated transfer.
In particular, we work with the following banks.
We also have a network that can help you with tax issues in Switzerland,
inheritance planning, property sales and other issues. Please do not hesitate to get in touch.
Become a partner: If you have existing customer contacts to private investors, please do not hesitate to get in touch with us.Contact with Swiss Three AM