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.
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
Portfolio Management
AMC Europe Dividend
AMC US Growth Selection
AMC ESG Focus
Use of white label products under your name
Tareno Funds
Tareno Global Water Solutions Fund
Tareno Fixed Income Fund
CHARISMA (LI) Fonds – Global
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
Independence - also in the future!
Do you want to remain independent and need support with some processes or tasks? Our CEO will be happy to help you directly.