Tailor-made asset manage­ment in Basel and Zurich

At Tareno AG, we have redefined asset manage­ment. Because even though we feel at home on the inter­na­tional finan­cial markets: The focus of our work is always on people, their indivi­dual perso­na­li­ties and their current life situa­tion.
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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.

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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

A wealth manage­ment solution based on your indivi­dual needs
A broadly diver­si­fied invest­ment policy with a global focus
A profes­sional portfolio manage­ment with years of experi­ence, that has won numerous awards
A well-struc­tured and disci­plined invest­ment process that forms the basis for our invest­ment decis­ions
Short decision-making processes that allow us to react quickly to changing market situa­tions

Your benefits

Active wealth manage­ment by quali­fied asset managers
Saving time by elimi­na­ting the need to make invest­ment decis­ions yourself
Indepen­dent invest­ment decis­ions due to the best-in-class approach applied by Tareno AG
Compre­hen­sive reporting on the perfor­mance of your assets
Streng­thening of your finan­cial position with your bank due to CHF 3.3 billion of assets managed by Tareno AG, which results in cost advan­tages for you.
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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.

CONTACT

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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.

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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.

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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.

Contact

 

Our profes­sio­nals for your assets

At Tareno, you have a team of experi­enced specia­lists at your side and in the end you decide who you trust and who can accom­pany you perso­nally.