About Asset Management Partners
Asset Management Partners is a Financial Services company based in Baar (Switzerland) founded in 1996. It offers personalized wealth management, investment advice, and real estate services. It operates on a B2B and B2C model. Asset Management Partners offers products and services including Wealth Management, Investment Advice, Strategic Dialogue, and Real Estate Services. Its focus areas include Real Estate, Property Services, Financing and Hypothecary. Its legal entity is Valterna AG. Its competitors include UBS, Swiss Life and Credit Suisse.
Company details
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.
- Headquarters Baar, Switzerland
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website assetmanagementpartners.ch
- Social LinkedIn
- Legal Name Valterna Ag
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.
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.
Competitors of Asset Management Partners
Asset Management Partners has 3 listed competitors in our database. They include UBS, Swiss Life and Credit Suisse.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ubs.com | 1862 | Zurich, Switzerland | 62,537 | Financial services are provided globally by UBS for wealth management. | ||
| swisslife.com | 1857 | Zurich, Switzerland | 8,000 | Provider of asset management, pensions, financial planning, health insurance, and mortgages | ||
| credit-suisse.com | 1856 | Zurich, Switzerland | 37 | Wealth management, asset management, and investment banking services are offered. |
Detailed competitors of Asset Management Partners
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Frequently Asked Questions about Asset Management Partners
Asset Management Partners was founded in 1996.
Asset Management Partners is headquartered in Baar, Switzerland. It is registered at Baar, Zug, Switzerland.
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.
Asset Management Partners's top competitors include UBS, Credit Suisse and Swiss Life.
Asset Management Partners offers Wealth Management, Investment Advice, Strategic Dialogue, and Real Estate Services.
Asset Management Partners operates through Valterna Ag.