About Asset Management Partners
Asset Management Partners is a company based in Baar (Switzerland) founded in 1996. It operates as a B2B, and B2C. Asset Management Partners offers products and services including Wealth Management, Investment Advice, Strategic Dialogue, and Real Estate Services. Asset Management Partners operates in a competitive market with competitors including Investec, FNZ, UBS, S&P Global and Bank of America, among others.
- Headquarter Baar, Switzerland
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Valterna Ag
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Asset Management Partners
Asset Management Partners offers a comprehensive portfolio of products and services, including Wealth Management, Investment Advice, Strategic Dialogue, and Real Estate Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Personalized asset management for individuals and institutions.
Expert guidance on investment decisions and strategies.
Comprehensive support for broader financial and risk analysis.
Assistance with financing, administration, and related services.
Funding Insights of Asset Management Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Asset Management Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Asset Management Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Asset Management Partners Comparisons
Competitors of Asset Management Partners
Asset Management Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, UBS, S&P Global and Bank of America, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Financial services are provided globally by UBS for wealth management.
|
|
| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Provider of asset management, pensions, financial planning, health insurance, and mortgages
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Asset Management Partners
When was Asset Management Partners founded?
Asset Management Partners was founded in 1996.
Where is Asset Management Partners located?
Asset Management Partners is headquartered in Baar, Switzerland. It is registered at Baar, Zug, Switzerland.
What does Asset Management Partners do?
Valterna is an independent Swiss financial boutique that delivers personalized financial services, including wealth management, investment advice, strategic dialogue, and real estate support. It focuses on building trust-based relationships with individuals and institutions through tailored strategies and direct market access. Based in Baar, Switzerland, the company emphasizes long-term success, transparency, and client-centered solutions for diverse financial needs.
Who are the top competitors of Asset Management Partners?
Asset Management Partners's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Asset Management Partners offer?
Asset Management Partners offers Wealth Management, Investment Advice, Strategic Dialogue, and Real Estate Services.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.