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Our Services

We focus on classic asset management

Classic Asset Management

With our historic granary and a team with many years of experience in private banking, Detlefson Anlageberatung AG stands as a guarantor for a long-term oriented and conservative asset management company.

It is our central concern to meet the highest demands of every client. 

Asset Classes

Our experienced team offers a wide range of investment solutions in all traditional and alternative asset classes.

Succession Planning

As a long-term asset manager, we specialise in succession planning. Business transfer to younger generations, foundations, trusts, charities and related legal and tax issues are our areas of expertise.

Real Estate

We work with external and long-standing partners in all areas of the real estate market.

Swiss Art

We have many years of experience in the Swiss art market.

We Convince You

The preservation of your assets is always our priority

Sustainable

Our investment strategies are sustainable. We do not take risks that we cannot assess. Mutual trust, commitment and passion characterise our long-standing client relationships.

At the Centre

Your personal situation is the starting point for managing your assets on your behalf in a cost-efficient and diversified manner. We always act in accordance with your defined investment strategy, transparently and without hidden fees or retrocessions.

Transparent

Upon request, clients receive a monthly individual status report with all developments and fundamentals. In addition, we meet personally with each client on a regular basis, regardless of their location.

Personal & Trusting

We look after significantly fewer clients per advisor compared to the standard of a bank. This gives us more time for you and your individual needs. Our service model stands for a personal and trusting partnership. In many cases over several generations!

Quality Standards

Wir verfügen über die FINMA-Bewilligung und sind der AOOS (Aufsichtsorganisation für Vermögensverwalter) angeschlossen, einer Selbstregulierungs-Organisation, welche die Einhaltung hoher Standards in der Qualität unserer Arbeit und Beratung überwacht.

Audited

Wir beziehen unsere Informationen von diversen Finanzdienstleistern im In- und Ausland aus allen Anlagebereichen.

Compliant

Our Compliance Officer continuously monitors regulatory aspects and adherence to the agreed investment strategy.

Multilingual

Our clients are professionally served in various languages. We speak German, English, French, Spanish, Portuguese and Russian.

Services

For Private Clients

Asset Management Mandate

You don't have the time or the inclination to follow the markets and make investment decisions.

Then the discretionary mandate is just right for you. You can leave your investment decisions to us. We get a comprehensive picture of your personal and financial situation. Your investment strategy covers your individual goals, needs and risk preferences. We regularly review your portfolio to ensure that the investment activities are in line with your current circumstances at all times.

Investment Advisory Mandate

You have time and are motivated to manage your portfolio and make investment decisions yourself.

Then the investment advisory mandate is just right for you. You determine the investment strategy, but you also want a professional second opinion.

We will be happy to advise you personally on your investment needs and submit investment proposals based on your risk profile.

Portfolio Analysis

If you wish, Detlefson Anlageberatung AG will carry out a portfolio analysis of your existing portfolio and, if necessary, make suggestions for improvement.

Tax Advice

In all tax matters, we work together with external and long-standing partners.

Asset Management Mandate

Sie haben keine Zeit oder Lust die Märkte zu verfolgen und Anlageentscheide zu fällen.

Dann ist das Vermögensverwaltungsmandat oder «Discretionary» Mandat genau das Richtige für Sie. Ihre Anlageentscheide können Sie uns überlassen. Wir machen uns ein umfassendes Bild von Ihrer persönlichen und finanziellen Situation. Ihre Anlagestrategie deckt Ihre individuellen Ziele, Bedürfnisse und Risikowünsche ab. Wir überprüfen Ihr Portfolio regelmässig um sicherzustellen, dass die Anlageaktivitäten jederzeit Ihren aktuellen Lebensumständen entsprechen.

Investment Advisory Mandate

Sie haben keine Zeit oder Lust die Märkte zu verfolgen und Anlageentscheide zu fällen.

Dann ist das Vermögensverwaltungsmandat oder «Discretionary» Mandat genau das Richtige für Sie. Ihre Anlageentscheide können Sie uns überlassen. Wir machen uns ein umfassendes Bild von Ihrer persönlichen und finanziellen Situation. Ihre Anlagestrategie deckt Ihre individuellen Ziele, Bedürfnisse und Risikowünsche ab. Wir überprüfen Ihr Portfolio regelmässig um sicherzustellen, dass die Anlageaktivitäten jederzeit Ihren aktuellen Lebensumständen entsprechen.

Portfolio Analysis

If you wish, Detlefson Anlageberatung AG will carry out a portfolio analysis of your existing portfolio and, if necessary, make suggestions for improvement.

For External Asset Managers

Are you concerned about the constant increase in regulatory requirements and new laws? If it is time for a new chapter and a corresponding change for your asset management firm and you personally, we will be happy to support you.

In accordance with the needs of your clients and your time schedule, we will be happy to accompany you in the implementation of an optimal succession. We offer you:

  • Client-oriented and individual succession planning for you as asset manager
  • Integration into Detlefson Anlageberatung AG
  • Competitive and flexible "earn-out" participation after the handover

We look forward to your enquiry

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