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Swiss Three Asset Management
Zugerberg Finanz Toledo Capital Finanz Konzept Amundi
Jurisdiction Switzerland SwitzerlandSwitzerlandSwitzerlandFrance
Initial deposit 500,000 CHF500,000 CHF4 million CHF250,000 CHF
Management fees 2%By agreement2-6%1,6%
Account opening remotely NONONONONO
Online banking NONONONONO
Financial services 1. Personal customer care by renowned and approved industry experts with over 20 years of experience.

2. Attractive target returns between 7% to 11% p.a. (depending on the strategy and base-currency).

3. Comparatively low management fees and performance fees.
Zugerberg Finanz offers a wide range of investment solutions for different needs and situations.

Their solutions vary from conventional strategies suitable for families to more dynamic tactics.
Their reliable financial services provide management of fund assets up to 100 million CHF. Average return comprises 3-7%.

Toledo Capital provides services for high-net-worth individuals and families worldwide seeking customized financial solutions with full transparency and no conflicts of interest.
Finanz Konzept offers high-net-worth private clients first class advisory and Family Office services around your assets and beyond. From planning and definition to the implementation of various solutions, Finanz Konzept takes care of your different needs.1. Economic and financial actors carry a strong responsibility towards society.

2.The integration of ESG in investment decisions is a driver of long term financial performance.

3.The acceleration of our ESG ambition is the first lever of growth for Amundi globally.
Minimum deposit No limit
Asset under management 1.973 Billion Euro
Return Wide range (high risk better)
Swiss Three Asset Management

Swiss Three Asset Management

Swiss Three Asset Management is a fictitious financial institution that epitomizes the pinnacle of Swiss banking excellence and innovation. As a leading entity in the realm of asset management, this bank is renowned for its meticulous approach to wealth management, catering to a discerning clientele that values privacy, security, and bespoke financial solutions. Emphasizing a blend of traditional banking values with cutting-edge technology, Swiss Three Asset Management offers a comprehensive range of services including portfolio management, investment advisory, and private banking. Its expertise extends across various asset classes, with a special focus on sustainable investments and global market insights. The institution prides itself on its rigorous risk management strategies, ensuring the preservation and growth of client assets. Moreover, Swiss Three Asset Management maintains a global outlook, with a network of clients and operations spanning multiple continents, reflecting its commitment to delivering exceptional financial services on a global scale.

Zugerberg Finanz

Zugerberg Finanz

Zugerberg Finanz is a notable asset management company based in Zug, Switzerland. The firm offers investment and asset management services catering to both private and institutional investors. They emphasize supporting their clients in all aspects of asset management, focusing on achieving the best combination of risk, returns, and liquidity tailored to each client’s unique situation. This includes approaches ranging from conventional asset management to considerations for the second or third pillar of investment strategies.

Toledo Capital

Toledo Capital

Toledo Capital AG is a Zurich-based asset management firm that is known for offering sophisticated financial solutions specifically tailored to high net worth individuals and families. The firm is a FINMA-regulated family office and is part of the Aquila Group of Independent Asset Managers. Founded by Uri Krausz, Toledo Capital has a mission to provide tailored and sophisticated financial solutions.

Finanz Konzept

Finanz Konzept

Finanz Konzept AG is an asset management firm that was founded in 2001. It specializes in offering services that are tailored to the individual needs of its clients. Their approach is founded on experience and flexibility, allowing them to provide innovative products and sustainable asset management solutions. Their process includes discussing needs with clients, determining risk profiles, making strategy decisions, implementing target investments, and monitoring and managing assets to ensure complete financial service that is reliable and safe.

Amundi

Amundi

Amundi is a globally renowned asset management company, headquartered in Paris, France. Founded in 2010 through a merger between Crédit Agricole and Société Générale’s asset management divisions, Amundi has quickly risen to become one of the world’s leading asset managers. With a strong European base, the company offers a wide range of investment solutions across multiple asset classes, catering to institutional and retail clients alike. Amundi stands out for its commitment to sustainable finance, integrating ESG (Environmental, Social, and Governance) criteria into its investment processes. Known for its innovation and expertise, Amundi operates in over 35 countries, providing clients with deep market insights and tailored investment strategies.

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We function as financial mediators; our role is to connect businesses and individuals with banks, asset managers, and other financial institutions per their requests to support them in achieving their financial goals.

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