Compass Asset Management

Financial Services • Lugano, Ticino, Switzerland • 21-50 Employees

Company overview

Headquarters	Via Magatti 6, Lugano, Ticino 6900, CH
Website	compass-am.com
NAICS	52
SIC	736
Keywords	Risk Management, Wealth Management, Individual Portfolio Management, Asset Management, Fixed Income Trading, Funds Selection, Portfolio & Wealth Planning
Founded	1998
Employees	21-50
Socials

Key Contacts at Compass Asset Management

Tracey Blunt

Director

Leila Iskakova

Director Of Back-Office

Atul Patel

Ceo

Compass Asset Management Email Formats

Compass Asset Management uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@compass-am.com), used 50% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@compass-am.com	50%
{first initial}{last name}	jdoe@compass-am.com	37.5%
{first initial}	j@compass-am.com	6.2%
{last name}{last name}	doedoe@compass-am.com	6.2%

About Compass Asset Management

Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets. We are completely independent and motivated by a long-term entrepreneurial spirit centered on the satisfaction of our customers. Our company began managing the wealth of private clients through discretionary management mandates, mainly investment funds, to later evolve into an investment fund consultancy and management business. Our success is based on understanding each client's attitude towards risk, sharing long-term investment objectives, transparency, reliability and providing competitive performance. Our portfolio management generally seeks to pursue absolute returns. Taking into account the investment time horizon, our commitment is to generate positive and sustainable returns by mitigating the volatility of the financial markets. In February 2007, the Swiss Federal Banking Commission (FINMA) granted Compass Asset Management its first authorization as an investment manager of foreign funds under the new Collective Investment Schemes Act (Licol). Since 2017, the company has been authorized by FINMA (Financial Market Supervisory Authority) to operate as a dealer in securities pursuant to Article 25 paragraph 3 of the Stock Exchange and Securities Trading Ordinance of 2 December 1996. Areas of expertise Asset management (SICAV, SIF, offshore, managed accounts, funds with external advisors), individual portfolio management, fixed income securities trading, fund selection, portfolio and asset planning, risk management

Compass Asset Management revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Compass Asset Management has 10 employees across 5 departments.

Departments

Number of employees

Funding Data

Compass Asset Management has never raised funding before.

Compass Asset Management Tech Stack

Discover the technologies and tools that power Compass Asset Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

Priority Hints

Performance

PHP

Programming languages

Open Graph

Miscellaneous

WordPress

Blogs

Swiper

JavaScript libraries

MySQL

Databases

Leaflet

Maps

Polylang

Translation

RSS

Miscellaneous

Frequently asked questions

Compass Asset Management is located in Lugano, Ticino, CH.

Compass Asset Management was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Compass Asset Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.