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