Invest­ment advice with Tareno – personal and indepen­dent

The more complex the asset situa­tion, the more indivi­dual the solutions can be. Our invest­ment advisors act as your sparring partners and provide you with expert recom­men­da­tions and analyses. You benefit from our many years of experi­ence, but make your own invest­ment decis­ions.
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The invest­ment advice that suits your goals

Your specia­list will analyze your personal needs and goals in life and get to know you thoroughly. Are you security-oriented? Are you an entre­pre­neur? Or are you planning your retire­ment? These and other questions will be fully clari­fied so that we can provide you with advice and support. With us, you also benefit from lasting relati­on­ships, as our invest­ment advisors have all been working for us for many years.

As a team player, I want to surround myself with a strong team that strives for success and gives me a sense of belon­ging. That’s why I trust Tareno AG when it comes to managing my assets.
Peter Forsberg
Former ice hockey player and entre­pre­neur
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We advise and you decide

What counts is the relati­on­ship with you. In order to generate added value for you, we need to under­stand and know each other very well. Then we can work together to generate added value for you in the form of asset preser­va­tion or asset growth. Your advisor will also assist you with numerous other finan­cial issues.

You play an active role in the invest­ment advice and constantly chall­enge your sparring partner. This makes this colla­bo­ra­tion unique and tailor-made.

We keep you regularly informed about the current capital market environ­ment and give you an overview of the develo­p­ment of your invest­ments. Our invest­ment advisors do everything they can to ensure that you have the best possible protec­tion in every market phase and show you how you can still take advan­tage of poten­tial returns.

Do you have any questions or would you like to have a non-binding discus­sion with us? We look forward to hearing from you.

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The advan­tages of our invest­ment advice at a glance

Our services

Regular market analyses: you stay informed about the current capital market environ­ment
Trans­pa­rent reports: clear overview of the develo­p­ment of your systems
Risk manage­ment: tailored to your personal situa­tion

Your advan­tages

Indivi­dual support: personal advice at eye level
Trusting coope­ra­tion: you choose your own contact person
Long-term conti­nuity: Our consul­tants have been part of our team for many years
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Holistic advice

If required, you can also benefit from our network of specia­lized partners for

  • Finan­cial planning
  • Retire­ment planning
  • Pension planning
  • Tax advice for private clients
  • Real estate finan­cing & mortgages

Compre­hen­sive finan­cial planning is carried out in-house – under the direc­tion of Aylin Lorenzen, who accom­pa­nies our clients perso­nally.

Our invest­ment advisors

Are you looking for someone you can trust without reser­va­tion when it comes to finan­cial matters? Then you’ve come to the right place, because this applies to all our investment­advisors. And the best thing about it: with us, you can choose who you want to be your sparring partner.

Martin Murbach
Partner, Senior Relationship Manager
+41 61 282 28 80 E-Mail
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Niklaus Burren
Partner, Senior Relationship Manager
+41 61 282 28 53 E-Mail
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Markus Müller
Partner, Senior Relationship Manager
+41 61 282 28 52 E-Mail
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