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

Our 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.