Financial advice for you
Sit back and relax
Protect and grow your wealth
With your Swiss asset manager
Successful and independent since 1978
FINMA licensed

asset management

Asset manage­ment

We offer you personalised investment strategies.

investment controlling

Portfolio Review

We oversee your third-party assets and ensure your investments align with your objectives.

Financial accounting

Financial accounting

We handle reporting for accuracy and timely insights, empowering your control.

Financial consulting

Financial consulting

We consult you in your financial matters.

Unleash the power of your wealth with Baltrag

Unleash the power of your wealth with Baltrag

Since 1978, Baltrag has been managing wealth for domestic and international private clients and families.

Our experienced team provides expert advice and guidance to individuals and families over generations in their financial affairs always bearing in mind that each client has individual needs. Our attention is focused on delivering tailor-made investment strategies and innovative solutions, growing and preserving your wealth for future generations.

We work together with a number of reputable custodian banks.

As a Financial Market Supervisory Authority (FINMA) licensed asset manager we stand for high Swiss quality.

Why should you prefer an independent asset manager over a bank?

  • Do you want personalised attention, customized investment strategies and a more agile approach compared to banks?
  • Are you looking for a broad range of investment options and less conflicts of interest with a higher level of flexibility and responsiveness to changing market conditions?
  •  Are you looking for a truly client centric approach, prioritizing a deep understanding of your individual financial aspirations and risk tolerance?

If your answer to the majority of the questions is “yes“, you are a predestined customer for an independent asset manager because you like the entrepreneurial and dynamic approach. Let us get on board our journey for successful and sustainable asset development.

Baltrag experts team

independent asset manager


customized investment strategiesoffer standardised products
agile approachslow-desicion-making
think in the long-termthink in the short-term
without conflicting interestsoften bonus-driven
believe in personalized long-term relationshipsexperience often high staff turnover
access to a wide-ranging univers of researchin-house research
offer choice of custodian banksno choice of bank
attractive bank/asset management feesstandard bank fees
are owner-managed and stableshareholder-driven

An independent asset manager offers you many advantages. Would you like to find out more?

Please read more about us.

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