Tailor-made asset management in Basel and Zurich
Asset management for private individuals – independent and award-winning
Would you like to have your assets managed professionally – independently and individually tailored to your needs?
As an experienced and multi-award-winning asset manager based in Basel and Zurich, we offer you customized asset management from investment assets of CHF 1 million. We take care of the selection and management of your investments reliably, transparently and with a long-term focus.
We take the time to get to know you, your financial situation and your personal goals. On this basis, we develop an investment strategy that suits you exactly.
On the principle of independence
We are solely committed to our clients. That is why we work exclusively on the basis of a fee that is based on the assets under management and, if necessary, on the results achieved. Because we do not accept compensation from third parties, we can always offer you the best products at the best conditions.
Our services
Your benefits
Advisory mandate
Would you like to contribute your own investment ideas and discuss them with an expert at eye level? At the same time, do you expect qualified investment advice, proactive impulses and strategic exchange? This is precisely one of Tareno’s core disciplines.
Our client advisors specialize in precisely this form of personal investmentadvice. They support you individually and holistically in the development, implementation and ongoing review of your investment proposals.
The foundation of our advice is our portfolio management, consisting of experienced experts with a deep understanding of the market. In this way, we ensure that every investment strategy is professionally supported and that your personal opinion has a place.
Find out more about our investment advice here.
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Discretionary mandate
With an asset management mandate from Tareno AG, you opt for professional management of your assets without having to actively take care of every investmentdecision yourself.
You define your investment goals, your risk profile and the time horizon and our experienced portfolio management team takes over the implementation and ongoing optimization of your investment strategy.
You can choose from five clearly structured investment solutions. They are developed and managed by our in-house, award-winning team. You benefit from in-depth market knowledge, independent decisions and the proven Tareno investment philosophy.
You, your bank and Tareno AG
If you give us investment advice or an asset management mandate, your money remains with your existing custodian bank. We receive a managementpower of attorney to execute transactions on your behalf. You receive full transparency and retain control.
A common misconception: more partners mean higher costs. This is not the case. The total costs of your assetmanagement are attractive and in most cases even lower than with traditional banking solutions.
We look forward to hearing from you for a non-binding consultation.
Our partner banks
No need to change banks
Our business model is based on genuine independence. That is why Tareno works as an independent asset manager with around twelve renowned custodian banks. These are exclusively first-class Swiss banks or internationally established financial institutions. If your house bank is one of them, you do not need to take any action unless you expressly request a different bank account.
Tareno – Your asset manager for today and tomorrow
With over 25 years of experience and a long-term investment philosophy, we at Tareno develop individual investment strategies that are convincing today and will stand the test of time tomorrow. Because every person has their own goals and faces different challenges. That is precisely why every portfolio must be tailored precisely to the individual’s personal situation.
Our services are based on in-depth knowledge and decades of practical experience. They have been specifically developed to enable asset management that is tailored to your needs. Transparent, independent, and successful in the long term.
We are happy to be of service. Please contact us. We look forward to your questions.
Who are we?
Watch this short video to find out what makes Tareno special and how we work for our customers.