Management: Your experts for asset protection and growth
Olivier Marti
Managing Director of Plutos Vermögensverwaltung Schweiz AG
Kai Heinrich
Board of Directors of Plutos Switzerland and experienced expert for crisis-proof investments
Frequently asked questions about Plutos Switzerland Asset Management
Do you have to live in Switzerland to invest your assets there?
No, you don't have to be resident in Switzerland to invest your assets there. Our services are open to international investors who wish to benefit from the advantages of the Swiss financial center.
Who manages my money?
Your assets are managed by experienced experts from Plutos Vermögensverwaltung Schweiz AG, who work closely with renowned banking partners in Switzerland and abroad to develop optimal investment strategies for you.
How much start-up capital is required?
Our individual asset management starts from a minimum investment volume of EUR 750,000, enabling us to guarantee customized solutions and the highest quality of support.
How does the Swiss economic area work?
Switzerland is characterized by political stability, a strong economy and an independent currency. These factors create a secure environment for investments and offer protection.
What does it cost to manage my assets in Switzerland?
Our fee structure is transparent and is discussed individually in a personal meeting to ensure that it meets your specific needs and objectives.
What tax aspects do I need to consider when investing in Switzerland?
The tax treatment of assets invested in Switzerland depends on your country of residence and its tax laws. We recommend that you consult a tax advisor to clarify your individual situation.
Can I access my invested assets at any time?
Yes, you have access to your invested assets at all times. However, the liquidity of your investments may depend on the type of investment. We will be happy to advise you to ensure that your investments meet your liquidity requirements.
How is the security of my data guaranteed?
We attach great importance to data protection and use state-of-the-art security technologies to protect your personal and financial data. Our data protection guidelines comply with strict Swiss standards.
What investment strategies do you pursue?
We develop individual investment strategies based on your goals, your risk tolerance and your investment horizon. Our approach combines traditional values with modern investment opportunities to achieve optimal results.
How can I track the progress of my investments?
You receive annual reports on the performance of your investments and also have the option of viewing your portfolio at any time via your bank's online portal.