Independent asset management

Amasus Investment is an independent Swiss asset management company owned by its managing partners that serves private and corporate clients from its head office in Zurich.

Services

Asset Management

«With us, the customer determines the goal, risk limits and investment horizon – we show the way.»

Ferdinand Bardoly-Küzmös
Partner

Our customers already know today who they can rely on tomorrow.

We never rush into things: the assets our clients entrust to us are managed by Amasus Investment in a very consistently manner and with a long-term perspective. Our focus here is always on achieving a solid return over the long run.

Every client is allocated a dedicated investment advisor, who is responsible for an optimal investment strategy.

We are solely focused on the customer and are therefore able to avoid conflicts of interest.

With the professional portfolio management software INSA Amasus offers for clients and asset managers a consolidated online view of worldwide assets with actual rates.

Family Office

«Our Family Office services offer optimum solutions geared to the future.»

Thomas Rickli
Member of the Executive Board

A holistic approach.

At Amasus Investment, we understand “serving the client” to mean precisely that: in catering for your individual requirements, we are not only responsible for managing your money, but also for looking after you and your loved ones. Our Family Office Services can help you organise many different areas of your life in order to meet your personal needs:

  • Estate planning
  • Tax consulting
  • Choice of residence
  • Fiduciary services
  • Real estate
  • Purchase and sale of artwork and collectibles
  • Club deals

Our advisors can develop solutions tailored exactly to your plans.

Real Estate

«Our top priority is to identify our clients’ needs and, as a trusted partner, make sure their interests come first.»

Mischa Seeholzer
Member of the Executive Board

Adding a new dimension to your portfolio.

Through our German partners we have access to excellent property development projects and offer a range of investment solutions to existing and prospective clients that allow them to participate in Germany’s real estate market.

In addition to project development and management, our German partner is also responsible for tenant management.

Amasus Investment’s services:

  • Equity leading finance partner
  • Supervising the project during the development phase
  • Providing support on exit

Portfolio Services

«Use our resources and competencies specifically for your success.»

Dani Grob
Member of the Executive Board

Portfolio Services

Our modular portfolio services offer independent asset managers all the resources and expertise they need – ranging from infrastructure services to the physical safekeeping of gold and comprehensive estate planning.

Our services/modules:

  • IT and backup
  • Financial information system and INSA Portfolio Management Software
  • Office premises and meeting rooms
  • Safe-deposit rental and collective safekeeping of gold
  • Portfolio management and compliance support

Your benefits:

  • Bespoke service: services/modules can be freely combined to suit individual needs
  • State-of-the-art technology and global online access
  • Representative, discrete premises not far from the city centre
  • Individual reporting with asset managers’ own logo, layout and typeface
  • Reduced infrastructure costs, no up-front investments required

First class customer service

Our private clients in Switzerland and abroad can be sure that their investment portfolios are managed in an innovative and sustainable manner.

Countries

Portfolios

Coffees per year

Events

Review Epiphany Event 8.1.2024

Event: 8. Epiphany Event – It has to lag a little Monday, January, 8th, 2024   Fortunately, in "cool" temperatures but...

Reviews

Review & outlook 23-Q4

Review & outlookJanuary 24Dear Investor The geopolitical situation around the globe has continued to deteriorate...

Review & outlook 23-Q3

Review & outlookOctober 2023Central banks around the globe continued to raise interest rates in the third quarter...

Review & outlook 23-Q2

Review & outlookJuly 2023The US Federal Reserve has raised benchmark interest rates by 5% since spring 2022 and...

News

Information on financial services

Information on financial services (FinSA) / Financial Institutions Act (FinIA)Mai 2023Information on Amasus Investment...

Our Team

The team is able to mine a rich seam of experience, passion and expertise in the areas of wealth management, asset management and family office services.

Know-how and in-depth market knowledge are essential for making the right decision in every situation. Here we rely on our seasoned team of portfolio and asset management experts, who on average have already accumulated over 20 years’ experience in the financial industry.

Each member of our team would be more than happy to discuss your individual requirements in a one-to-one meeting. We look forward to hearing from you.

AllAdministrationAdvisory BoardBoard of DirectorsManagementWealth Management

Our custodian banks

We manage our clients’ assets in 5 booking centers
in cooperation with more than 12 custodian banks.

Our memberships

Directions

Arrival by public transport

From Paradeplatz

Tram lines 13, 6 or 7, direction Bahnhof Enge, get out at the Tunnelstrasse stop. From Bleicherweg, turn into Freigutstrasse and follow the street up to the corner of Freigutstrasse and Brandschenkestrasse.

From Bellevue

Tram line 5, direction Bahnhof Enge, get out at the Rentenanstalt stop. Follow Genferstrasse until you reach Bleicherweg. From Bleicherweg turn into Freigutstrasse and walk to the end of the street.

From the main station Bahnhofstrasse/Hauptbahnhof stop, tram lines 13, 6 or 7, direction Bahnhof Enge, get out at the Tunnelstrasse stop. After that, see the directions on the left or above.

From Enge station

Tram lines 13, 6 or 7, direction Paradeplatz / Hauptbahnhof, get out at the Tunnelstrasse stop. After that, see the directions on the left or above.

Travelling from Zurich-Kloten airport

S-Bahn lines 2, 14 and 16 provide a quick link to Zurich central station every 10 minutes. In addition to the S-Bahn trains, you can also take one of the many Interregio and Intercity trains linking the airport and the main railway station (consult the displays). The journey between the airport and the main railway station lasts approximately 20 minutes, then about 15 minutes from there using public transport. The journey takes approximately 35 minutes by taxi.

Travelling by car

There are public parking spaces at the Freigutstrasse, alternatively use the car park Hyatt or Bleicherweg.

From Basel/Bern (A1 motorway)

Leave the motorway at junction 59 Limmattal and follow the A3/A4 towards Urdorf. Continue on the A3 until you reach the junction to Zürich-City then follow signs for “Brunau”. Stay left where the road forks and continue in the direction of Allmendstrasse / See / Zürich-City. After about 500 meters turn left into Brandschenkestrasse then continue for a further 800 meters before turning right into Freigutstrasse.

From Chur (A3 motorway)

At the end of the motorway follow signs for “Brunau”. Stay left where the road forks and continue in the direction of Allmendstrasse / See / Zürich-City. After about 500 meters turn left into Brandschenkestrasse then continue for a further 800 meters before turning right into Freigutstrasse.