Tareno is once again best wealth manager in Switzerland

Tareno again honored as asset manager of the year

In this year’s wealth manager rating by BILANZ in cooperation with Firstfive, Tareno was ranked 1st over 60 months. This is the seventh time in a row that Tareno has been recognized.

For the current rating, Firstfive analyzed a total of 151 real, anonymized client portfolios from 37 participating companies on behalf of BILANZ. The decisive factor for the rating is not the highest return, but the relationship between performance and risk taken. The Sharpe Ratio has been the central evaluation criterion for this rating since 2012.

Agility and discipline in challenging market phases

The excellent five-year period was characterized by the pandemic, geopolitical tensions, inflation and the turnaround in interest rates. The financial markets were subject to considerable fluctuations at times.

The first place in this environment is an expression of a clearly structured, focused and successful investment philosophy:

“Sustainable investment success is based on adaptability, foresight and disciplined implementation,” says Simon Lutz, CIO of Tareno AG. “Last year, for example, we selectively reallocated to neglected market segments such as commodities and healthcare stocks as well as small and mid-cap companies and added infrastructure investments. This strengthens the robustness of our strategies and creates additional return potential. In view of the rapid structural changes in geopolitics and technology, we expect the significant market shifts to continue. In this environment, we believe that our dynamic and forward-looking investment strategy puts us in a good position to continue our impressive track record.”

More than performance: taking responsibility holistically

With assets under management of around CHF 3.3 billion, we bear a special responsibility. This capital has been entrusted to us by our clients. Our aim is to live up to this trust every day, not just in terms of performance, but in all disciplines of professional asset management.

Wealth management is a matter of trust. Our client advisors maintain a close, long-term exchange with their clients. Transparent communication, comprehensible assessments of market developments and proactive information create clarity and security. Service quality, availability and reliability are not additional services, but an integral part of our self-image.

All these elements form the basis for ensuring that our clients know their assets are in good hands for the long term.

A sign of reliability

We do not see the renewed award as an end in itself. It is an independent confirmation of our consistent way of working. For our clients, this means one thing above all: professional asset management with calm, consistency and substance.

Our portfolio management team