Company

Plutos Vermögensverwaltung Schweiz stands for personal responsibility, independent thinking and long-term support for high-net-worth individuals. As a Swiss asset manager with our own license and a member of the Plutos Group, we combine a strong local presence with broad investment expertise.

Plutos Asset Management Switzerland AG

Plutos Asset Management (Switzerland) AG has been active in the Swiss asset management industry since 1999. Since 2024, the company has been wholly owned by Plutos Asset Management AG in Frankfurt.

Plutos Asset Management (Switzerland) AG is a legally independent Swiss company.

Our employees are distinguished by their excellent training, many years of banking and stock market experience and personal commitment.

Authorized and regulated

Plutos Asset Management (Switzerland) AG is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager. It is supervised by the supervisory organization AOOS and is affiliated with the ombudsman office OFS Ombud Finance Switzerland.

 

Part of the Plutos Group

Plutos Asset Management AG (Germany) was founded in 1994 and today manages private and institutional assets with a diverse team. The group combines many years of experience with specialized expertise in portfolio management and across various asset classes.

Plutos Switzerland benefits, where permissible and appropriate, from the exchange of expertise within the group. At the same time, the Swiss company, its governing bodies, and its management remain independently responsible for Swiss client accounts.

Our Values

Responsibility

We handle every individual account with the same care as if it were our own assets.

Clarity

We speak clearly about opportunities, risks, costs and conflicting goals. If an expectation is unrealistic, we say so openly.

Consistency

Asset management is a long-term task. We rely on dependable contacts, robust processes and decisions that are not driven by short-term activism.

Openness

We listen, question assumptions, and remain open to new insights. Good investment decisions stem from conviction, but never from stubbornness.

Fact Box

Swiss company since 1999

FINMA License as an Asset Manager

Supervision by AOOS

Legally independent, but a wholly owned subsidiary of Plutos Vermögensverwaltung AG (Germany)

More than 30 years of experience within the Plutos Group

Contact & Additional Information

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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