Swiss Asset Management | Plutos Asset Management Switzerland AG

You set the direction. We handle the ongoing analysis, selection and management of your investments in accordance with the mutually agreed-upon strategy.

What an Asset Management Mandate Entails

With an asset management mandate, you entrust us with the responsibility for day-to-day investment decisions within clearly defined parameters. Together, we establish your investment goals, investor profile, investment horizon, liquidity needs, reference currency and personal restrictions.

Based on this, we make investment decisions, execute transactions through your custodian bank, monitor the portfolio and provide you with transparent information on performance, risks and costs.

Clear roles create security and transparency

Based on this, we make investment decisions, execute transactions through your custodian bank, monitor the portfolio and provide you with transparent information on performance, risks and costs.

You

You work with us to define your goals, objectives and risk tolerance. You remain the owner of the assets at all times.

Plutos Switzerland

We develop the strategy, manage the portfolio within the scope of the mandate, monitor risks and serve as your personal point of contact.

Your custodian bank

Plutos Schweiz AG works with various custodian banks. The statutory deposit insurance of CHF 100,000 applies to all custodian banks. In addition, we offer you custodian banks with an unlimited government guarantee.

The bank holds your assets in custody, manages your accounts and securities accounts, processes transactions and provides you with banking documents as well as direct access to your securities account.

To us, individuality does not mean pursuing a new idea with every market movement. It means consistently applying a professional investment process to your personal situation.

Depending on the mandate, we combine suitable investment components, their weightings, and the currency structure. The risk budget is based on your strategy and is set forth in the contract.

The investment universe encompasses the entirety of all available investment opportunities and asset classes that are generally available to an investor for wealth accumulation. Depending on the investment profile, investment strategy, and legal framework, a specific sub-universe is filtered from this overall universe.

The investment universe includes stocks, bonds (fixed-income securities), cash (money market accounts, time deposits), commodities, private equity, hedge funds, private debt, real estate, and other permissible investment instruments. In principle, only exchange-traded—and thus regulated—investment solutions are used.

The implementation of your investment strategy generally encompasses all forms of investment: individual securities, ETFs, active funds, certificates, structured products (SIPs), and derivatives.

We generally pursue a global investment approach to ensure optimal diversification of assets. Individual regional, country, sector, and currency restrictions can be taken into account.

Please also speak with us about thematic investing and megatrends such as sustainability (ESG), artificial intelligence, demographic change (longevity), healthcare, technology, infrastructure, energy, climate protection, and water.

Existing securities holdings do not generally need to be sold but can be incorporated into the asset management portfolio.
You’ll receive a consolidated overview of the returns, opportunities, and risks, as well as the total costs of your existing securities: in other words, a portfolio review by an independent expert, complete with optimization recommendations.

Our Process

A No-Obligation Introduction:

We'll clarify your expectations and the current situation and introduce you to our expertise and capabilities.

Analysis and Investor Profile:

We assess your goals, knowledge, experience, financial situation, risk capacity, risk tolerance and investment horizon.

Proposed Strategy:

You will receive clear guidance on strategic asset allocation and the relevant guidelines.

Power of Attorney and Custodian Bank:

Completion of client and bank documentation. Existing securities account relationships may be taken into account, provided they are appropriate and operationally feasible.

Preparation of KYT documentation:

Due to regulatory requirements, every custodian bank must document the source of the assets, as well as the client’s professional and financial history, using appropriate documentation.

Implementation:

We build the portfolio in a structured manner and document the agreed-upon strategy.

Ongoing support:

We monitor investments and risks, keep you regularly informed and review the strategy whenever your circumstances change.

Protect Your Assets in Switzerland—Personally, Securely, and Discreetly

Put your trust in the many years of experience of Plutos Vermögensverwaltung Schweiz AG and benefit from maximum asset protection, political stability, and the secure Swiss franc.

Your advisor is available to assist you directly and will provide personalized support—from the initial consultation through the ongoing management of your investments.

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Asset Protection at the Highest Level

Your Swiss Asset Management