Independent asset managers in Switzerland
Independent asset managers invest your securities portfolio according to an agreed strategy. They hold FINMA authorisation and work with a custodian bank of your choice.
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Frequently asked questions: Asset Management
What does an independent asset manager do?
An independent asset manager manages your securities portfolio according to an investment strategy agreed with you. The assets stay in a custody account in your name at a bank; the manager acts under an asset management power of attorney and is not tied to any bank.
Does an asset manager in Switzerland need a licence?
Yes. Since the Financial Institutions Act (FinIA), asset managers have needed authorisation from FINMA and are subject to ongoing supervision by a supervisory organisation. On ASSET.CH, the «Regulation verified» badge shows that we have cross-checked this information against the register.
What level of assets makes an asset manager worthwhile?
It depends on the firm: some asset managers take on clients from a few hundred thousand francs, others only from several million. With the «Your investable assets» filter, you see only firms whose minimum investment matches your assets.