Publications
Would you like to learn more about Tareno AG? Here you can find our media coverage and register to receive regular insights on financial markets, current investment themes and selected investment ideas.
24.09.2026 | Press review
Why Trust Remains Indispensable for Sybille Wyss in Wealth Management
In an interview with the Handelszeitung, our CEO discusses changes in the industry, the use of AI, and the importance of personalized advice. She also explains why investors need guidance, especially during turbulent market periods.
10.07.2026 | Quarterly report
Tareno View July 2026
Artificial intelligence is driving the economy and financial markets while simultaneously increasing concentration risks in many portfolios. In the latest Tareno View, we show how investors can capitalize on the long-term AI trend and manage risks in a targeted manner.
6.05.2026 | Press review
FuW Forum: Bitcoin for Conservatives, Stablecoins for Banks
From a speculative niche product to an established asset class: How the Swiss financial industry is taming digital assets—and where the risks lie.
17.04.2026 | Press review
The Age of ETFs
ETFs have become an integral part of modern investing. However, in the NZZ special feature “Investment Funds,” Tareno CIO Simon Lutz highlights where passive investing can reach its limits and explains why investors should consider hidden costs in addition to the visible fees.
15.04.2026 | Quarterly report
Tareno View April 2026
The third Gulf War has kept the financial markets on tenterhooks for a good six weeks now. New, sometimes contradictory signals from Washington on a daily basis are forcing investors to constantly reassess the situation.
12.03.2026 | Press release
Citywire Top 50: Tareno honored again
Tareno AG has once again been recognized by Citywire Switzerland as one of the top 50 independent asset managers.
26.02.2026 | Press release
Tareno once again named best wealth 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.
20.01.2026 | Press review
Simon Lutz in an interview with FuW: “Small-cap stocks now have strong upside potential”
Tareno’s chief investment officer recommends reviewing portfolio weightings at the start of the year. He says it makes sense to reallocate holdings from U.S. tech stocks to the healthcare sector and small-cap stocks.
13.01.2026 | Quarterly report
Tareno View January 2026
The global economy has also proven to be remarkably resilient in 2025. Despite all the prophecies of doom, the global economy is growing steadily, driven by a powerful triad of expansive fiscal policy, looser monetary policy and technological progress.
7.01.2026 | Press release
Tareno AG acquires two healthcare funds and expands asset management expertise
Tareno AG will take over the Kieger Sustainable Healthcare Fund and the Kieger Impact Healthcare Fund as investment manager as of January 1, 2026. With this solution, Kieger has found an ideal partner to continue the successful strategy of the funds in the long term.
16.12.2025 | Quarterly report
Brunetti View December 2025
It is probably the biggest experiment in unconventional economic policy that we have seen in a rich industrialized country in recent decades. And it is certainly the outstanding macroeconomic event of this year. With the aim of leading the economy – subito – to unprecedented greatness, hardly a single economic policy stone has been left unturned in the USA this year. You can read what this means for the global economy in this exclusive assessment by our macroeconomic advisor Prof. Dr. Aymo Brunetti.
16.12.2025 | Press review
Frank Pfeiffer in an interview with The Market NZZ: “Kühne+Nagel could become an issue for 2026”
In an interview with Manuel Boeck from The Market, Frank Pfeiffer, portfolio manager and fund manager of the Schweizer Aktienperlen Fonds at Tareno, talks about high-dividend quality stocks, functioning momentum and potential turnaround candidates. Numerous Swiss equities such as Holcim, Kühne+Nagel, Sika, SIG Group and SGS will be discussed.
13.11.2025 | Press review
Simon Lutz in an interview with the NZZ: “Switzerland offers many quality companies with a presence.”
In an interview with the NZZ am Sonntag, our CIO Simon Lutz, CFA, explains why targeted diversification with foreign equities is worthwhile despite the strong franc. He explains to Werner Grundlehner how active currency management helps to reduce risks and benefit from global opportunities at the same time.
9.10.2025 | Quarterly report
Tareno View October 2025
In the third quarter of 2025, the global economy once again proves its resilience, despite high US tariffs and political uncertainty. As the Fed resumes its easing course, corporate profits receive an additional tailwind.
9.07.2025 | Quarterly report
Tareno View July 2025
The second quarter of 2025 showed how quickly economic and political conditions can change. Despite renewed US tariff discussions, global markets reached new highs – a sign of their robustness.
26.06.2025 | Press release
Pressetext: New member of the Board of Directors at Tareno AG: Werner Schneeberger
Basel, June 26, 2025 – Tareno AG is pleased to announce the appointment of Mr. Werner Schneeberger as a new member of its Board of Directors. With his many years of management experience and expertise in strategy, communication, and corporate development, he will be a valuable addition to the Board.
10.06.2025 | Quarterly report
Brunetti View June 2025
Following the global financial crisis and the pandemic, the world economy is once again facing considerable challenges – this time, however, not due to external shocks, but to politics itself. The US, as the world’s largest economy, is playing a central role in this. Read what this means for the global economy in this latest exclusive assessment by our macroeconomic advisor, Prof. Dr. Aymo Brunetti.
12.05.2025 | Press release
Citywire: Awarded one of the top 50 independent asset managers in Switzerland in 2025
In 2025, Tareno AG was once again named one of the top 50 independent asset managers by Citywire Switzerland.
This recognition not only acknowledges our stable market position in Switzerland, but also our clear strategic focus: personal advice, customized solutions, and entrepreneurial thinking in providing asset management services to high net worth individuals.
7.04.2025 | Quarterly report
Tareno View April 2025
In the latest issue of Tareno View, our CIO Simon Lutz explains how political changes in the US and Europe are reshaping capital flows and markets and how Tareno is positioning itself in this context. He shows the impact of these shifts on the performance of US and European equities and once again highlights the importance of a diversified portfolio.
28.02.2025 | Press release
Bilanz: Tareno is Switzerland’s best asset manager in 2025
Tareno has once again been recognized in the renowned asset manager rating by BILANZ / Firstfive. In the overall ranking for asset manager of the year 2025, we took first place in the most prestigious category over a period of 60 months. We have been part of this ranking since 2020 and took first place in 2020, 2023, 2024 and 2025 and second place in 2021 and 2022.
14.02.2025 | Press review
Ueli Bollag in an interview with Sphere: “We are focusing on rejuvenating our managers.”
In an interview with Jérôme Sicard from Sphere, Chairman of the Board of Directors Josef U. Bollag provides an insight into the latest developments at Tareno. He explains how the company has changed and comments on current topics such as fintech and Bitcoin.
14.01.2025 | Quarterly report
Tareno View January 2025
A rapid replacement of US dominance is not in sight, which is why a good portion of the USA still belongs in the portfolio. However, other regions and market segments also offer attractive opportunities. In any case, diversification and a dynamic allocation remain crucial in view of the increasing market concentration and the numerous challenges. Read this Tareno View to find out how Tareno is positioned for your mandates.
11.11.2024 | Quarterly report
CIO Commentary: Donald Trump is US President again
Donald Trump is US President again – what does this mean for the financial markets? Our CIO Simon Lutz talks about how Tareno is positioning itself and answers the question of whether you should buy US equities now.
5.11.2024 | Quarterly report
Brunetti View November 2024
Sovereign debt is increasingly in the spotlight. Find out what this means for the global economy in this exclusive assessment by our macroeconomic advisor Prof Dr Aymo Brunetti.
3.10.2024 | Quarterly report
Tareno View October 2024
In the October issue of Tareno View, our CIO Simon Lutz explains how Tareno is positioning itself in the current volatile markets and the importance of fundamental data.
2.07.2024 | Quarterly report
Tareno View July 2024
In the new issue of Tareno View, Simon Lutz provides insights into the changing interest rate and market environment. Find out how Tareno is positioning the company in this environment.
21.06.2024 | Press release
Ralph Frey elected to the Board of Directors of Tareno
The Board of Directors of Tareno AG today announces that Ralph Frey has been elected to the Board of Directors as of 19 June 2024.
Ralph Frey is a recognised leader with over 30 years of experience in the banking sector. More information about his career and person can be found in the press release.
6.05.2024 | Quarterly report
Brunetti View 1 – 2024
What role do central banks and geopolitical risks play in the current market environment? Read more about the assessments of our macroeconomic advisor Prof Dr Aymo Brunetti in the latest issue of Brunetti View.
3.05.2024 | Press review
HEV: Independent asset management – the key to investment success
Personal and long-term client relationships as well as complete independence from products and services are our core characteristics as an independent asset management company.
18.04.2024 | Press review
Fokus Swiss: Invest assets skilfully
There are a number of ways to invest your own assets. In the “Fokus” article, Sybille Wyss provides an overview of the most common investments and summarises which assets are best suited for whom.
8.04.2024 | Quarterly report
Tareno View 2nd quarter 2024
The latest issue of Tareno View explains why we continue to expect a favourable market environment and where caution is required. We also reveal how Tareno is currently positioned.
3.04.2024 | Press review
HZ Banking: Portrait Sybille Wyss
There are still few women in the management of many financial institutions. The portrait series “Women in the financial sector” by HZ Banking is dedicated to precisely these personalities. Among them is Sybille Wyss, our CEO and partner, who is one of the few women in management positions at an asset manager.
25.03.2024 | Press review
Sphere: Interview with Sybille Wyss
Find out what makes us successful and how to develop a good and successful investment strategy in our interview with Sybille Wyss.
7.03.2024 | Press review
Citywire: Top 50 Asset Managers 2024
For the sixth time in a row, we are one of Citywire Switzerland’s “Top 50 Asset Managers”. It is a great pleasure for us to be part of this special edition.
23.02.2024 | Press release
Bilanz: Tareno once again Swiss Asset Manager of the Year
Tareno wins again in the BILANZ FirstFive asset manager rating. In the overall Asset Manager of the Year 2024 ranking, the independent Basel-based financial services provider took first place in both the 36-month and 60-month categories. We have been part of this ranking since 2020 and took 1st place in 2020, 2023, 2024 and 2nd place in 2021 and 2022.
12.01.2024 | Quarterly report
Tareno View Q1 2024
Despite numerous challenges, particularly at a geopolitical level, we are confident that 2024 will undoubtedly offer us plenty of opportunities. Find out more about our forecasts for the 2024 investment year and a review of the last quarter in our latest Tareno View.
21.12.2023 | Press review
pwc: Interview with Ronny Bachenheimer and David Nordmann
New Year – new goals
Innovation is key to progress and growth. In the latest pwc Switzerland publication, Ronny Bachenheimer and David Nordmann talked about the strategic agenda of Tareno. You also learn why ESG is no alibi exercise.
Innovation is key to progress and growth. In the latest pwc Switzerland publication, Ronny Bachenheimer and David Nordmann talked about the strategic agenda of Tareno. You also learn why ESG is no alibi exercise.
27.11.2023 | Quarterly report
Brunetti View 2 – 2023
Stagnating economy and booming job market – how can this be? Read more about the assessments of our macroeconomic advisor Prof. Dr. Aymo Brunetti in the latest issue of Brunetti View.
30.10.2023 | Press review
Gregor Taraszow in an interview with Finanz und Wirtschaft
In the interview with Finanz und Wirtschaft, our Chief Investment Officer and Head of Portfolio Management, Gregor Taraszow, provides deep insights into the current challenges of the equity markets and shares his forecasts for the coming months. Switzerland and also other regions offer interesting opportunities.
9.10.2023 | Quarterly report
Tareno View Q4 2023
Until recently, many market participants were sure that the drastic interest rate hikes would put a strong brake on the economy and that inflation would fall sharply accordingly. In the fourth edition of Tareno View you will learn more about the consequences of the current economic situation and how they influence market events in the future.
6.10.2023 | Press review
Top 100 Women in Business 2023
Our CEO, Sybille Wyss, is once again one of the Top 100 Women in Business in Switzerland! To receive this award for the 4th time at the age of 39 is not a given. It shows that Tareno is on the right track and that we are constantly working together on the next milestone.
7.07.2023 | Quarterly report
Tareno View Q3 2023
The equity markets have so far defied the poor macroeconomic conditions. In the third edition of Tareno View 2023, we set out our view on the current situation and what positioning we advise for the coming months.
16.05.2023 | Press review
NZZ: Large asset managers benefit from the transformation of the Swiss financial center
Many clients prefer to have their money managed by independent advisors rather than by a bank. Our Chairman of the Board and partner Josef U. Bollag in an interview with the NZZ.
14.04.2023 | Quarterly report
Tareno View Q2 2023
In addition to high inflation and central bank policy, the markets were also moved by the downfall of Silicon Valley Bank and the failure of Credit Suisse.
In this issue of Tareno View, you will learn all about the current economic developments and how they influence market activities.
6.04.2023 | Press review
Citywire: Top 50 Asset Managers 2023
We are pleased to have been recognized again this year by Citywire as one of the largest independent asset managers 2023 in Switzerland.
21.03.2023 | Press release
Winner: Performance Watcher Best Manager 2022
Tareno wins in two of three categories.
Performance Watcher, the evaluation and comparison platform for portfolio managers, recently announced the winners of the “Performance Watcher Best managers 2022” competition, which it held last year in collaboration with Sphere.
Tareno and Eagle Invest are the two winners of this very first edition. Tareno won the competition in two categories, Low Risk and Mid Risk, while Eagle Invest won in the High Risk category.
16.03.2023 | Quarterly report
Brunetti View 1 – 2023
The first Brunetti View of the new year is here. Our macroeconomic advisor Prof. Dr. Aymo Brunetti now expects a more inflation-friendly environment in the longer term.
In this report we want to explain that we can hardly expect a rapid return to a phase of low inflation or even to the (exaggerated) fears of deflation that characterised the decade before the pandemic, even after a successful fight against the current inflation. A number of structural changes in the world economy suggest that the new normal is more likely to resemble the 1970s or 1980s characterised by inflationary pressures instead of the recent past.
Read the full report here:
24.02.2023 | Press release
BILANZ: Winner Asset Manager of the Year 2023
Once again, Tareno AG has achieved a major success in the asset manager rating of BILANZ firstfive. In the overall ranking „Asset Manager of the Year 2023“, the Basel-based company took 1st place both over a 24-month period and a 36-month period.
6.01.2023 | Quarterly report
Tareno View Q1 2023
In the fourth quarter of last year, the world´s most important central banks continued to raise interest rates, as expected. In the 1st issue of Tareno View 2023 you will learn more about the consequences of the current economic situation and how they influence the current market events.
25.11.2022 | Press release
Awarded FNG-Label of approval again
The Tareno Global Water Solutions Fund continues to meet high quality standards for sustainable investment products. It has been awarded the FNG-label for the fifth time in a row. “We are very proud of the renewed award of the FNG-label with two stars. At the same time, we have noticed that we have improved again and come closer to the third star than ever before,” comments our ESG Analyst Katja Ackermann.
31.10.2022 | Quarterly report
Brunetti View Q4 2022
How sustainable is the inflation problem?
Today this seems to be the case: inflation has become clearly consolidated in most countries and there is little reason to believe that it will reverse itself swiftly. Read more about the assessments of our macroeconomic advisor Prof. Dr. Aymo Brunetti in the latest issue of Brunetti View.
Today this seems to be the case: inflation has become clearly consolidated in most countries and there is little reason to believe that it will reverse itself swiftly. Read more about the assessments of our macroeconomic advisor Prof. Dr. Aymo Brunetti in the latest issue of Brunetti View.
13.10.2022 | Quarterly report
Tareno View Q4 2022
The European economy as well as private households is currently suffering from dramatic increases in import prices of natural gas and oil. In the 4th issue of Tareno View you will learn more about the consequences of the current economic situation and how they influence the current market events.
11.10.2022 | Quarterly report
CIO Note October 2022
Sybille Wyss comments on the current market situation.
22.09.2022 | Press review
Top 100 Women in Business 2022
We are proud that our CEO Sybille Wyss was selected as one of the Top 100 Women in Business.
8.07.2022 | Quarterly report
Tareno View Q3 2022
The Ukrainian-Russian war continues to keep the world on tenterhooks. Gradually, the international effects are also becoming visible and tangible. You will find our assessment of this situation and the markets in the third edition of Tareno View 2022.
21.04.2022 | Press review
Business Development – David Nordmann in an interview with Sphere
In an interview with Sphere, David Nordmann shares our strategy for the Next Generation, current challenges from younger investors, and as well as insights into Tareno’s growth strategy.
13.04.2022 | Quarterly report
Tareno View Q2 2022
Geopolitical events took the world by surprise at the end of February 2022. The markets reacted with markdowns but were able to stabilize again at the end of the quarter. Our assessments of the markets can be found in the second issue of Tareno View 2022.
12.04.2022 | Press review
Asset Manager of the year – Tareno in BILANZ
For the third time in a row, we were named one of the best asset managers of the year by BILANZ. Read the BILANZ article about the Asset Manager Rating 2022 here. Link to the online edition.
Source: BILANZ 07.04.2022
Source: BILANZ 07.04.2022
21.03.2022 | Quarterly report
Brunetti View Q1 2022
What influence does the Ukraine war have on the Swiss economy?
Read more about the assessments of our macroeconomic advisor Prof. Dr. Aymo Brunetti in the latest issue of Brunetti View.
Read more about the assessments of our macroeconomic advisor Prof. Dr. Aymo Brunetti in the latest issue of Brunetti View.
2.03.2022 | Press review
Citywire: Top 50 Asset Managers 2022
We are pleased to have been recognised again this year by Citywire as one of the 50 largest Independent Asset Managers 2022 in Switzerland.
25.02.2022 | Press release
BILANZ: Asset Manager of the year Rating 2022
After analysing more than 120 portfolios, the best asset managers of 2022 have been determined. We are happy to announce that we have achieved 2nd place in the overall ranking over 36 months in the annual asset manager rating by BILANZ.
11.01.2022 | Quarterly report
Tareno View Q1 2022
The fourth quarter marks the end of a year full of challenges. Should we be happy about the results of the stock markets, which were hardly expected on this scale, or is the frustration that the pandemic has us firmly in its grip again ultimately predominant? Read more in our first issue of Tareno View in 2022.
6.01.2022 | Press release
Personal changes at the turn of the year
Tareno AG is taking the next logical step in the ongoing generation change. After Sybille Wyss already took over as CEO of the independent asset manager in June 2020, she will now also become a partner.
25.11.2021 | Press release
Awarded FNG seal of approval again
The Tareno Global Water Solutions Fund continues to meet high quality standards for sustainable investment products. It has been certified with the FNG label for the fourth time in a row. As in previous years, the fund received two out of three possible stars in this demanding rating requirement. Learn more about the evalution process and our future goals here:
23.11.2021 | Quarterly report
Brunetti View Q4 2021
Is the pandemic leading us straight into inflation?
Read more about the views of our macroeconomic advisor Prof. Dr. Aymo Brunetti in the latest issue of Brunetti View.
Read more about the views of our macroeconomic advisor Prof. Dr. Aymo Brunetti in the latest issue of Brunetti View.
15.11.2021 | Press review
Investor Agenda 2021
The climate crisis is a financial risk. Addressing it is a boon to economic prosperity.
That’s why we’re among 733 investors who collectively manage more than half of the world’s assets and have signed the #2021GIS calling on governments to improve climate policies at the 2021 UN Climate Change Conference.
That’s why we’re among 733 investors who collectively manage more than half of the world’s assets and have signed the #2021GIS calling on governments to improve climate policies at the 2021 UN Climate Change Conference.
14.10.2021 | Quarterly report
Tareno View Q4 2021
In the 4th issue of Tareno View, we look back at the past quarter, which was marked by droughts, forest fires and numerous flood disasters. In this current issue, Sybille Wyss and Stefan Schütz explain how these events influence current market events and shape the economic future.
5.10.2021 | Press review
Top 100 Women in Business 2021
We are proud that our CEO Sybille Wyss is once again one of the 100 “Women in Business” in Switzerland. We would also like to congratulate all the other women.
Every year, the magazine Women in Business lists the TOP 100 women in leading and influential positions in a wide range of industries. These 100 women are representative of all top performers in Switzerland.
30.09.2021 | Press release
Impact Investing: Acrevis relies on the expertise of Tareno
The Impact share class of the Tareno Global Water Solutions Fund combines financial returns with social projects. acrevis Bank Ltd is convinced of this approach – it has included the new share class in its sustainable discretionary mandate «acrevis invest expert Nachhaltigkeit».
7.09.2021 | Press release
The fascination of light | Art exhibition Tareno Basel
We are honored to offer rising artist Louis Chanu a platform for his art. From massive steel sculptures that radiate light to transforming sculptures made of plant carbon resin. Artist Louis Chanu’s fascination with three-dimensional material and reflective light are both reflected in his sculptures. Let yourself be inspired.
12.08.2021 | Press review
Citywire: Tacticts to avoid Greenwashing
In this interview, Katja Ackermann explains why not all ESG approaches are relevant for every investment strategy and how investors can check whether the significant ESG criteria are applied and integrated.
8.07.2021 | Quarterly report
Tareno View Q3 2021
The 3rd issue of Tareno View in 2021 once again deals with the latest situation of the Corona pandemic and its impact on the financial markets. Furthermore, you will receive information on current market events as well as an outlook into the future, as always from Sybille Wyss and Stefan Schütz.
7.05.2021 | Quarterly report
Brunetti View Q2 2021
The COVID-19 pandemic has caused a truly exceptional economic situation, but at least the light at the end of the tunnel is now clearly emerging. In the following article you can read the assessment of our macroeconomic advisor Prof. Dr. Aymo Brunetti.
19.04.2021 | Press review
NZZ Business talk: Sybille Wyss
Our Managing Director Sybille Wyss was portrayed today in the NZZ. In addition to her role as CEO at the independent asset management company Tareno, the exciting interview also covers topics such as the empowerment of women, sustainability in investment and diversity in the financial industry.
9.04.2021 | Press review
Basler Zeitung: Abundant yet scarce
“We don’t want to profit from scarcity, but support innovation to eliminate scarcity,” says Head Equity Research Stefan Schütz in an interview with BaZ. The investment theme of water is based on long-term structural developments such as population growth, climate change, urbanization and technological change. The Tareno Global Water Solutions Fund invests in companies that develop and commercialize solutions in these areas.
9.04.2021 | Quarterly report
Tareno View Q2 2021
Corona, the storming of the Capitol by Trump supporters, GameStop and a freighter in the Suez Canal shaped the first quarter of the year. Sybille Wyss and Stefan Schütz explain in the current Tareno View how these events influenced the financial markets and how the next months might develop.
12.03.2021 | Press review
Women in Business
Why is investing so important, especially for women? How should I proceed if I want to start investing in shares? CEO Sybille Wyss answers these and many other questions in the following interview with Women in Business.
9.03.2021 | Press release
BILANZ: Asset manager of the year rating 2021
After analysing more than 100 portfolios, the best asset managers of 2021 have been determined. We are happy to announce that we have achieved 2nd place in the overall ranking over 24 months in the annual asset manager rating by BILANZ. After our victory last year for the 12-month period, this is another great success and testifies to our consistency and quality. Our high performance is based on intelligent investment strategies and well-thought-out valuation models.
2.03.2021 | Press review
Citywire: Top 50 Asset Managers 2021
For the third time in a row, we are among Citywire Switzerland’s “Top 50 Asset Managers”. It is a great pleasure for us to be part of this special edition.
18.01.2021 | Quarterly report
Tareno View Q1 2021
Sybille Wyss and Stefan Schütz report in the current Tareno View about the eventful year 2020, dare a look into the future and explain among other things our approach to cryptocurrencies.
13.01.2021 | Press release
Achieving real impact with water investments
We are very pleased to announce that we are launching a new Impact share class as of January 19, 2021. 25% of the management fee of this share class will go to charitable projects that provide people in third world countries with access to clean drinking water. Institutional investors can thus make a direct and measurable contribution to SDG 6 Clean Water and Sanitation together with Tareno.
8.01.2021 | Press review
Payoff: Tareno US Leaders Growth Basket
Congratulations to our Head Private Banking Zurich Ronny Bachenheimer for the article in Payoff Magazine. The article presents the Tareno US Leaders Growth Basket, which achieved a performance of +35.2% in 2020.
28.04.2020 | Press release
Bilanz: Asset manager of the year
Tareno was named the best asset manager for 2019 by the renowned Swiss business magazine BILANZ.
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