Swiss Three Asset Management

About Swiss Three Asset Management

About us: Swiss Three Asset Management is an independent Swiss financial boutique focusing on performance and security. Our company was founded to meet the market demand for sophisticated, liquid and profitable all-weather investment strategies (rising and falling markets). We also offer family office services upon request. Experience: Expert team with an average of 25 years of international financial industry experience in renowned major banks. Expertise: Specialization in fund research-based asset management. Diversified portfolios consisting of approximately 20 institutional best-in-class funds. Our particular strength is our strategic asset allocation with significant use of absolute return funds in the investment categories bonds and private equity and themes. Focus on performance: We offer 3 investment strategies (conservative, balanced and growth) with comparatively high target returns of 7% - 11% p.a. over a recommended minimum investment period of 3 - 5 years. Focus on security: Regulation by VQF and BOVV (www.vqf.ch), which are supervised by the Swiss Financial Market Supervisory Authority (www.finma.ch). We are authorized to manage clients' assets, but not to transfer them (asset management mandate). We only invest in institutional funds, broad diversification. All funds are safe in case of bankruptcy of the custodian bank (special assets). Your liquid assets up to CHF 100'000 are secured (deposit protection). We also work with banks where your liquid assets over CHF 100'000 are secured (government guarantee). Our products: We do not manage in-house investment funds and have an open architecture. Conformity of interests: We invest together with our clients. Our philosophy: We are a flexible and unbureaucratic financial boutique.

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