Wealth management - independent and excellent
Bilanz: Tareno is Switzerland’s best asset manager in 2025
For the sixth year in a row, Tareno has been recognized by BILANZ as one of the best asset managers of the year. In the 60-month category, Tareno’s portfolios outperformed the competition thanks to a proven investment strategy with excellent results. Our comprehensive wealth management and financial advisory services reflect our many years of expertise and reliability. For over 25 years, our clients have trusted our customized solutions and commitment. Whether it’s individual wealth management, financial planning or the management of vested benefits, we rely on transparency, expertise and a sustainable partnership to help you achieve your financial goals.
Would you like to get to know us in a non-binding conversation? We look forward to hearing from you.
Financial service services for private and institutional clients
Assetmanagementmandate
Our specialists take care of the selection and the management of your investments.
Advisory mandate
Our advisors are your expert partners in comparing different investment options and implement the best solutions for you.
Portfolio analysis
In order to make the right decisions, both you and we need to know your situation first.
Consolidated statement of assets
If you like, we can provide you with a detailed overview of all your assets, including those that you have invested with various custodian banks.
Financial planning
Our integrated financial planning also includes tax components, private pension provision and the protection of your loved ones.
Vested benefits
If you do not belong to a pension fund, we will assist you in investing your pension capital profitably.
Tareno Water Fund with 5 Morningstar stars
The Tareno Global Water Solutions Fund has been awarded a 5-star Morningstar Rating™ as of May 30, 2025. With a performance of +33.3% for the W EUR tranche over a three-year period, the fund ranks among the top 10% of its peer group (sector: water).
Morningstar is one of the world’s leading fund rating agencies. The star rating provides investors with transparent and reliable guidance when selecting funds based on past performance, risk and costs compared to similar funds in the same category.
Tareno – 25 years of constant innovation
On March 6, 2025, we will celebrate 25 years of Tareno – a milestone that we are celebrating with great gratitude. This anniversary would not be possible without the trust of our valued customers and the commitment of our employees. Every day, they work with passion and expertise to manage the assets entrusted to them in an individual, sustainable and optimal manner.
For a quarter of a century, we have stood for independent asset management for assets of CHF 1 million or more, based on consistency and innovation. Consistent in our values, our investment strategy and our corporate philosophy. Innovative in our solutions, forward-looking strategies and continuous adaptation to changing markets.
We look to the future with enthusiasm and gratitude – ready to stand by your side as a trusted partner for decades to come.
Asset manager from Switzerland with tradition and vision
Wealth management has been our passion for decades. In doing so, we rely upon the stability of our Swiss homeland and move with great skill on the international financial markets at the same time. Our company has a long-standing tradition, but thanks to a new generation of management, we are always up to date.
What distinguishes Tareno as an independent asset management company
We can tell you many things. But we prefer to let the facts and figures speak for themselves:
- For the sixth time in a row, Tareno AG has been voted one of the best asset managers in Switzerland by the Swiss business magazine BILANZ.
- We employ around 40 people at our offices in Basel and Zurich.
- The client assets entrusted to us amount to CHF 3 billion.
- We have been in business for more than 25 years and have an active succession solution.
- Our business activities are monitored by the state and safeguarded by FINMA.
What are our advantages?
As independent asset managers, we are not tied to any products or corporate interests. We act exclusively in the interests of our clients - transparently, flexibly and personally.
We analyze your situation holistically, develop an individual investment strategy and implement it with the utmost care. Your assets are actively managed - with a focus on value preservation and sustainable growth.
