About Swiss Three
We are an independent Swiss asset management boutique in Horgen on Lake Zurich: personal in our client care, clear in our strategy.
Who we are
Swiss Three Asset Management is an independent Swiss asset management boutique with personal client care.
We offer three investment strategies built from first-class funds. Your assets are held at a Swiss custodian bank in your name. Our aim is attractive returns with the lowest possible volatility.
Our team brings more than 20 years of experience in investment management and is free of conflicts of interest.
Our founder: Florian Agarwalla
- Grew up in Hamburg; studied business administration in Fribourg and St. Gallen
- Previous roles at Merrill Lynch, Société Générale, Vontobel and Quilvest
- Interviews on Bloomberg Television
- Focus areas: fund selection, portfolio construction, multi-asset management, family office services and advisory
What sets us apart
Independence, security and personal care are at the core of our work.
- Swiss financial centre
- According to widely cited industry figures, around a quarter of the world’s cross-border private wealth is managed in Switzerland. Reasons include tradition, professionalism and political stability.
- Languages
- We serve you in German, English and French.
- Safe custody
- Your account is held at a safe Swiss bank, in some cases with a state guarantee (on request).
- Regulation and quality
- Regulation by the Swiss Financial Market Supervisory Authority (FINMA).
- Free portfolio analysis
- We review your existing portfolio free of charge and without obligation.
- Account transfer
- You can transfer an existing account to us.
- Partner network
- For tax, inheritance and real estate questions we connect you with our partner network.
Our location in Horgen
Our office is located above Lake Zurich in Horgen.
Swiss Three Asset Management GmbHSpätzstrasse 35
8810 Horgen, Switzerland
+41 44 520 76 28
info@swiss-three-am.com
Looking for partners
We are looking for partners with contacts to private investors. Get in touch. Contact us
Let’s talk about your assets
In a personal initial meeting we clarify your goals and see whether Swiss Three is the right fit. Non-binding and confidential.