Independent asset management in Horgen on Lake Zurich

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Our services

Asset management, free portfolio analysis and selection of the right custodian bank from a single source.

Asset management

We develop an individual investment solution with you, implement it and monitor it continuously.

You choose between three strategies. We clarify which one suits you in a personal conversation.

Target returns per year, before fees*

Conservative: 7 to 9 percent per year
Balanced: 8 to 10 percent per year
Growth: 9 to 11 percent per year

*Target returns before deduction of wealth management fees, custody fees and transaction fees. Past performance is not a guarantee and is not indicative of future investment results.

How it works

The custodian bank holds your assets in an account in your name. Under a power of attorney we may make investment decisions but may not initiate payments or withdrawals. Client, custodian bank and asset manager are linked by contract. Custodian banks are supervised by FINMA. As asset manager we are also regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Relationship between client, custodian bank and asset managerThree overlapping circles: you as client and owner, the custodian bank as safekeeper and Swiss Three as asset manager. All three are linked by contracts. YouClient andowner Custodiansafekeepsyour assets Swiss Threemakes investment decisions Bilateralcontract

Costs and terms

Transparent and without hidden items: a management fee, a performance-related fee and the custodian bank’s fees.

  • 1 %per yearManagement fee on the invested capital
  • 5 %of the returnPerformance fee
  • 500’000CHF, generallyMinimum investment, depending on the complexity of the account
  • dailyno minimum termTermination possible

Custody and transaction fees charged by the custodian bank are added.

Free portfolio analysis

Do you already hold a portfolio? We review it free of charge and without obligation.

All we need is a current account statement and a short phone call. You then receive our assessment of the structure, costs and risks of your portfolio.

Request a portfolio analysis

Custodian bank selection

As an independent asset manager we are not tied to any bank.

We work with selected custodian banks in Switzerland and choose the right one together with you. Our partner banks:

  • Vontobel
  • BIL
  • CBH Bank
  • Swissquote
  • Bank Zweiplus
Private individuals
Among other things, passport, CV and proof of residence
Companies
Among other things, commercial register extract and articles of association
Duration
Depending on complexity, 2 to 4 weeks after the documents have been submitted

How to become a client

Five steps from the first conversation to ongoing care.

Read the FAQ

  1. Introductory meeting with the CEOWe get to know your expectations and goals.
  2. You decide the amount to investTogether we determine the right strategy.
  3. We open your custody accountWith a partner bank in Switzerland, in your name. We prepare the formalities for you.
  4. You transfer the capitalTo your own account. Alternatively, you can transfer an existing portfolio.
  5. We implement your strategyWe develop an individual investment strategy, implement it and monitor it continuously.
Florian Agarwalla on a terrace above Lake Zurich

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.

Arrange an initial meeting +41 44 520 76 28