Who we are

Asset management in the best of hands

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.

Asset management boutique Individual customer care
Security Swiss custodian banks
Team of experts Years of experience
Investment strategies Attractive returns & low volatility
Let’s talk about numbers

Focus on customer success

asset management
> 20 years
investment experience
Free of
conflicts of interest
Our founder

Florian Agarwalla

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.

His areas of expertise include, in particular:
Fund research
Fund selection
Portfolio construction
Multi-asset management
Family Office services
Advisory services
swiss-banking.com Top 1 Asset Management 2021
ACQ5 Global Awards Best Wealth Management in 2020
Switzerland – the financial centre

What makes Switzerland so special as a financial centre?

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
What sets us apart from the rest

The special thing about the support provided by Swiss Three Asset Management

More than 20 years of experience

Experience in the financial world for over 20 years

Attractive returns

Absolute returns with relatively low fluctuation range over a medium-term time frame


Multilingual with 3 languages spoken (German, English, French )

Security for assets

Secure custodian banks, banks with a state guarantee available on request

Holistic advice

Individual customer advice and care

Regulated by the VQF and BOVV

Quality assurance by the VQF and BOVV

Free investment portfolio analysis

Check your current investment portfolio

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.

Good cooperation

How does collaboration with Swiss Three Asset Management work?

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.

1. Introduction meeting

Analysis of your needs, answering all questions.

2. Investment

You decide the amount of your initial investment.

3. Custody account opening

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!

4. Deposit of funds

You deposit your capital at the bank into your private or company account.

5. Investment strategy

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.

Simply switch

Changing your asset manager

If you would like to transfer an existing custody account to us, we can support you with an uncomplicated transfer.


Our partners at a glance.

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.

Our partners

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