Services from profes­sio­nals for profes­sio­nals

You would like to use your skills in a more specia­lized field? No problem, because Tareno AG is your reliable source for everything else that is needed to ensure successful asset manage­ment.
Contact us now
Bild Rheinquelle

Our service for asset managers

Streng­then your customer relati­on­ships and run your business independently and successfully with today’s efficient and regula­tory compliant solutions.

We are aware that you do not like to give up their self-employment. However, in order to survive in the local market, you cannot and should not manage everything yourself. With the follo­wing products and services we are at your disposal, so that you can continue to take care of your clientele autono­mously and successfully.

Our services

Customer referral

Support for discretio­nary and advisory mandates clients
Special mandates
Vested benefit mandates accor­ding to BVV2

Tareno Funds

Tareno Global Water Solutions Fund
CHARISMA (LI) Fonds – Global
Schweizer Aktien­perlen Fund
Tareno Health­care Funds
Hawk-Eye Zerti­fikat

Succes­sion planning

Customer-oriented and indivi­dual succes­sion planning for you as an asset manager
Integra­tion into Tareno AG
Flexible retire­ment age
Earn-out parti­ci­pa­tion after handover

Research services

Stock valua­tion model (scoring of 900 stocks accor­ding to ESG, funda­men­tals and momentum)
Parti­ci­pa­tion in presen­ta­tions on stock recom­men­da­tions
Monthly delivery of the stock score via email

Self-deter­mined into the future

Our majority share­holder and Chairman of the Board of Direc­tors Josef U. Bollag looks forward to hearing from you.

CONTACT