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
We offer you personalised investment strategies.
Portfolio Review
We oversee your third-party assets and ensure your investments align with your objectives.
Financial accounting
We handle reporting for accuracy and timely insights, empowering your control.
Financial consulting
We consult you in your financial matters.
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.
independent asset manager | bank |
|---|---|
| customized investment strategies | offer standardised products |
| agile approach | slow-desicion-making |
| think in the long-term | think in the short-term |
| without conflicting interests | often bonus-driven |
| believe in personalized long-term relationships | experience often high staff turnover |
| access to a wide-ranging univers of research | in-house research |
| offer choice of custodian banks | no choice of bank |
| attractive bank/asset management fees | standard bank fees |
| are owner-managed and stable | shareholder-driven |
An independent asset manager offers you many advantages. Would you like to find out more?
Please read more about us.
