Indepen­dent asset manage­ment in Switz­er­land: mandate, regula­tion and key benefits for investors

What is indepen­dent asset­management and what is its mandate?

We, Tareno AG, are one of the largest indepen­dent asset manage­ment compa­nies in Switz­er­land and are an indepen­dent company licensed by the Swiss Finan­cial Market Super­vi­sory Autho­rity FINMA. This license confirms that we as a company meet strict regula­tory requi­re­ments in terms of organization, risk manage­ment, equity capital and manage­ment.

We also have a CISA license (Collec­tive Invest­ment Schemes Act). We are permitted to struc­ture and manage collec­tive invest­ment vehicles such as funds. We are also permitted to manage pension fund assets or vested benefits assets. This autho­rization requires additional exper­tise and high organizational standards. We are subject to an internal and external audit, which is carried out by a recognized auditing company, namely PwC.

Consi­stent product freedom for the depot

Our coope­ra­tion with the customer is free of conflicts of interest. There are no obliga­tions towards our own products or specific provi­ders.

For each invest­ment strategy, we select only those invest­ment instru­ments that are convin­cing in terms of quality, cost and strategy. This streng­thens indepen­dence in the selec­tion process, increases trans­pa­rency and compre­hen­si­bi­lity and reduces unneces­sary product costs.

Cost aware­ness and effici­ency in the depot

Through free product selec­tion and targeted negotia­tions with custo­dian banks, attrac­tive condi­tions can be achieved for the client. Asset manage­ment is always remune­rated trans­par­ently, product costs are criti­cally scruti­nized and products are only used anyway if they really make strategic sense and repre­sent an overall advan­tage for the client’s assets.

No change of consul­tant, but a personal relati­on­ship

Every client works with their preferred client advisor for many years. We are convinced that this personal conti­nuity in the relati­on­ship between client and advisor forms the basis for truly excel­lent asset manage­ment. A deep under­stan­ding of the indivi­dual wealth situa­tion is crucial in order to develop a tailor-made invest­ment for the client.

Proxi­mity and network

As a stable and focused company, we combine specia­lized exper­tise in portfolio manage­ment with personal support on the advisor side. In order for this to have an optimal effect on the client portfolio, we make use of our short decision-making channels, high availa­bi­lity for our clients and access to an excel­lent network of specia­lists and partner compa­nies, should support outside of asset manage­ment be required.

Corpo­rate respon­si­bi­lity

We are owner-managed. Owner manage­ment means that respon­si­bi­lity is not delegated. Our reputa­tion is at the heart of everything we do, and we work to the highest standards every day. As a result, the interests of our custo­mers and ourselves are aligned.

Delibe­rate positio­ning in a niche

Indepen­dent asset managers assert themselves not through size, but through perfor­mance, exper­tise and service quality. This claim creates a culture that works towards excel­lent services for clients.

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