Plutos Asset Management Switzerland AG
Independent, FINMA-authorized asset management in Switzerland. Personalized service, disciplined execution and an international perspective.
Your wealth is personal
Wealth is more than just a number. It represents entrepreneurial decisions, personal freedom, responsibility for your family and plans for the future. That’s why, for us, good wealth management doesn’t start with a product, but with a personal conversation.
We take the time to understand your situation, your wealth and investment goals and your investment profile. Based on this, we work with you to develop a customized investment strategy, implement it professionally and support you over the long term with a dedicated personal contact person.
Experience: Investment expertise since 1999
Security: Licensed and authorized by FINMA as an asset manager and supervised by AOOS
Best-in-Class: Independent of banks and specific products
Legally independent and a wholly owned subsidiary of Plutos Vermögensverwaltung AG in Frankfurt am Main
Network: Well-established in the Swiss wealth management and investment sector and connected to a broad network of trustees, attorneys, management consultants and tax experts
What you can expect from us:
Personal Responsibility
You’ll be working with people who understand your situation and take responsibility. Your personal contact will guide you from the initial consultation through ongoing portfolio management.
Independent Decisions
We tailor the selection of banks, investment solutions, and investment strategies specifically to your mandate. What matters most is what aligns with your goals and your investor profile.
Disciplined investment process
Every strategy follows clear principles. We combine long-term convictions with ongoing market monitoring, broad diversification and an active focus on opportunities and risks.
Clear Transparency
You should always be able to understand how your assets are structured, what risks exist, what costs are incurred and why we make investment decisions.
Swiss Responsibility, the Strength of a Group
Plutos Asset Management Switzerland combines the personal touch and reliability of a Swiss wealth management boutique with the experience and investment expertise of the Plutos Group. The German parent company has been successfully active in independent wealth management for more than 30 years.
Where it makes professional sense and is permitted by regulations, we draw on analyses, market knowledge and specialized expertise within the Group, as well as from external experts.
How Your Wealth Strategy Is Developed
We listen to you to understand your current situation: We assess your financial situation, goals, experience, obligations, liquidity needs, risk capacity and risk tolerance.
Based on your individual situation, we develop your long-term financial plan.
Defining the strategy: Based on the financial plan, we work with you to determine your investment horizon, reference currency, strategic ranges and individual guidelines.
Implementing the portfolio: We structure your assets and implement the agreed-upon strategy through the selected custodian bank.
Monitor and refine: We monitor markets, opportunities and risks; review the portfolio regularly and adjust it as needed based on changes in your situation or market conditions.
Your assets remain with your custodian bank
Your accounts and securities accounts are maintained at the agreed-upon custodian bank. Plutos Asset Management Switzerland is granted only the management authority necessary for the mandate. You remain the owner of your assets and have direct access to your accounts, transactions and portfolio performance.
For individuals with complex wealth management needs
We serve high-net-worth individuals, entrepreneurs, families and internationally oriented investors seeking independent, personalized and long-term wealth management.
National and International
Our customized wealth management services are currently available for clients with investable assets of CHF 1,000,000 or more.
Let’s talk about your goals.
An initial consultation is non-binding. It helps clarify what you expect, how we work and whether we’re a good fit for each other.