Asset management

Discretionary asset management is the core business of Altrafin AG. Our clients have the freedom to choose which bank they would like to have their portfolios in custody. We work with leading banks in Switzerland and abroad and adhere to the applicable regulatory guidelines. The close and personal relationship with our clients is our highest priority. Due to our select clientele and their high requirements for quality as well as our institutional mandate solutions, detailed and transparent reporting is one of the cornerstones of our continuous communication with our clients. In addition to private individual mandate solutions, we also manage investment funds for our clients. The investment philosophy, strategy and implementation in these portfolios do not fundamentally differ from our discretionary portfolios.