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Wealth Management
Discretionary mandate
Advisory mandate
Financial planning
Portfolio analysis
Vested benefits
Consolidated statement of assets
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Tareno Funds
Tareno Global Water Solutions Fund
Schweizer Aktienperlen Fund
CHARISMA Fund Global
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25 years Tareno
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Subject
Discretionary mandate
Advisory mandate
Consolidated statement of assets
Portfolio analysis
Financial planning
Vested benefits
Other
Assets
CHF 1-2 million
CHF 2-5 million
CHF > 5 million
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