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.
Are my assets held with Tareno?
Our clients’ assets are not held by us, but in accounts at a bank of their choice. The bank thus assumes custody and also ensures regulatory security.
We receive a management mandate from the client. In concrete terms, this means that we work with you to develop a customized investment strategy tailored to your life situation. Within this defined framework, we implement the investment decisions by means of this power of attorney, depending on whether it is structured as an advisory or asset management mandate. However, the assets themselves remain in the bank’s custody account at all times. You can find out exactly how the cooperation with our partner banks works here.
So why choose an asset manager like Tareno over the bank?
Because our role is different. We are not part of a banking structure, but exclusively represent the interests of our clients and have only one goal: to invest the assets in the best possible way according to the client’s objectives, without any conflicts of interest. This results in the following key advantages for our clients.
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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