PRIVATE INVESTORS
It’s time for Quality
As an independent asset manager with a history of over 20 years, we set standards. We listen to our customers and accompany them competently and personally. Hérens Quality Asset Management is convinced that quality not only lays the foundation for a successful future in your portfolio but also for the comprehensive and individual cooperation with you. We look forward to meeting you in person to explain the benefits of our services in detail.
We look forward to hearing from you so that we can get to know you personally.
PRIVATE INVESTORS
Asset management
We are a Swiss asset manager who accompanies you holistically and independent of banks. We have stood for quality for 20 years! Thanks to our unique Quality approach, we can offer you the corresponding added value in the field of asset management.
As a personal and discreet partner, we listen to you, we focus on your needs and we are also happy to support you in other important financial topics. Our quality is reflected in asset management, but also in holistic consulting!
Contact us – we look forward to meeting you personally!
PROCESS
Asset management
- Holistic needs analysis. Your wishes and your needs are our focus.
- Definition of your personal investment strategy.
- We implement your investment strategy with our clearly defined quality investment process.
- Continuous monitoring of the portfolio.
- Transparent and periodic reporting.
SERVICE
Asset management
We invest according to a clear and structured quality approach (process).
PRIVATE INVESTORS
Investment advisory
We are a Swiss asset manager that works with you in a comprehensive and bank-independent manner. We represent Quality for 20 years. Thanks to our unique quality approach, we can offer the added value in the area of asset management.
As a personal and considerate partner, we listen, focus on your needs and provide support with important financial topics. Our quality is reflected in asset management but also in an all-inclusive advice.
We look forward to hearing from you so that we can get to know you personally.
PROCESS
Investment advisory
- Comprehensive needs analysis – your preferences and needs are our focus.
- Definition of your personal investment strategy.
- We implement your investment strategy according to a clearly defined quality process.
- Continuous monitoring of the portfolio.
- Transparent and regular reporting.
SERVICE
Investment advisory
We support you in your investment decisions and manage your portfolio together with you in accordance with our quality standards.
We continuously monitor the investment strategy and proactively approach you with ideas/investment proposals.
PRIVATE INVESTORS
Portfolio analysis
We are a Swiss asset manager that works with you in a comprehensive and bank-independent manner. We represent Quality for 20 years. Thanks to our unique quality approach, we can offer the added value in the area of asset management.
As a personal and considerate partner, we listen, focus on your needs and provide support with important financial topics. Our quality is reflected in asset management but also in an all-inclusive advice.
We look forward to hearing from you so that we can get to know you personally.
PROCESS
Portfolio analysis
- Comprehensive needs analysis.
your preferences and needs are our focus. - Definition of your personal investment strategy.
- We implement your investment strategy according to a clearly defined quality process.
- Continuous monitoring of the portfolio.
- Transparent and regular reporting.
SERVICE
Portfolio analysis
How are your assets structured? Does the risk level fit your life planning? Have you ever subjected your assets’ portfolio to a quality check? Get in touch with us. We analyze your portfolio without obligation and free of charge. We would be happy to present our analysis to you in a personal meeting at our offices in Pfäffikon SZ.