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Asset Management Zurich - Discover a Great Industry

Asset Management in Zurich

Updated on Tuesday 24th January 2023

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Asset-Management-in-ZurichSwitzerland is one of the most important financial centers in the world setting the tone on the importance of financial regulations and the types of services special vehicles operating in this field can provide. One of these services are asset management, and Zurich is one of the most important cities where important corporations provide them.
 
Asset management implies various procedures, among which development, operations, maintenance, and sale of assets in a way that benefits the holder of these assets. Such services are usually provided by specialized vehicles, such as banks, but also individuals who act as asset managers.
 
Below, our lawyers in Switzerland explain the main characteristics of what asset management in Zurich imply. You can rely on us for various services, including legal assistance on investment vehicles and funds.
 

Who can use asset management services in Zurich?

 
Asset management services are available for all asset owners, companies and individuals alike, and Switzerland is one of the best examples in the world in this sense. Investment funds, private wealthy individuals and companies can benefit from experienced asset managers that can be usually found in Zurich, one of the most important local financial centers.
 
Asset management in Zurich covers a wide area of services provided to all types of investors.
 
This sector is well regulated in this country and our Swiss lawyers can provide detailed information on this aspect.
 
 

The services related to the management of assets in Zurich

 
Here are the main services associated with asset management in Zurich:
 
  1. specialized assistance in keeping track of all the assets;
  2. guaranteeing the integrity of the assets, as well as the accuracy of amortization rates;
  3. complete identification and mitigation of risks related to the assets held;
  4. the creation of asset development plans that ensure the success of a business;
  5. asset recovery is also a service that can be offered by a service provider.
 
Asset management is usually completed by specialized financiers or companies and in Switzerland it is a tradition for many businesses and private individuals with high net worth to appeal to such services.
 
Our law firm in Switzerland can offer more information on what asset management implies and its legal implications.
 

How to choose an asset manager in Zurich

 
Luckily, Switzerland is the country where specialists in the financial field can be easily found, however, the high number can pose some difficulties in making such a decision.
 
If you decide for asset management in Zurich, here are some guidelines you can follow in order to ease the decision-making process:
 
  • decide on the exact services you need;
  • select a few specialists (private individuals or companies) and compare them;
  • complete due diligence on the chosen service provider.
 
You should note that all Swiss asset managers must know undergo a licensing procedure with the Financial Supervisory Authority (FINMA) which is one of the best ways of determining if your choice is a good one.
 

Contact our law firm in Switzerland if you are planning to move here and start a company. We can assist with the drafting of the necessary paperwork and its filing. In this sense, it is important to note that the registration procedure must be completed in the canton in which the business will operate. Feel free to reach out if you need help.

 

Asset management companies in Switzerland

 
Switzerland is one of the most destinations in Europe when it comes to asset management, as most of these services here are provided by specialized companies. Many of them are located in Zurich.
 
Both private individuals and companies seek to use the services of such companies, as some of them are licensed by FINMA which is a guarantee of trust. Here are the main types of asset management companies one can find in Zurich:
 
 
In most cases, such companies deal with the administration of assets held by professional investors who choose to pool their portfolios in investment funds. As a matter of fact, many of the services are related to the management of funds.
 
When it comes to private clients, these can also use fiduciary services offered by Swiss law firms.
 

Services provided by asset management companies in Zurich

 
Asset managers and companies servicing investment funds are some of the most appreciated professionals, as they have the experience to handle specific financial products.
 
An asset management company in Zurich can be used to:
 
  • offer personalized advice on investment strategies that can be used on a case-to-case basis;
  • provide information on investment trends based on which investments can be made;
  • manage investment portfolios.
 
Asset management companies and managers can also be used to make decisions on investments to be used, as many professional investors decide to leave such choices in them.
 
This is possible because in Switzerland, professionals in the financial field require special authorizations and licenses issued by FINMA. This is often a guarantee of quality and responsibility.
 
On a long term, asset management implies increasing one’s wealth or value of investments, and Zurich is known for the exceptional services and infrastructure it as in this sense. From specialized investment firms to international banks with a good reputation, the city is one of the most important financial center in the world.
 

How can high net worth individuals take advantage of asset management in Zurich?

 
Both Swiss nationals and foreign citizens can choose to create trusts or wills through which they can have their estates protected and entrusted to asset managers who can administer them.
 
The main aspect to consider here is that one cannot create a trust in Switzerland, however, it is possible to establish one in another country and have it recognized here. The procedure can be completed with an asset manager, and Zurich can be a great city for this.
 
When it comes to high net worth persons, asset management can also refer to wealth administration which in Switzerland can imply using trusts as a means of protecting one’s wealth. From real estate to jewelry and even intellectual property, valuable tangible and intangible goods can be recognized as assets for estate planning and protection purposes.
 
The administration of such goods can imply drafting a trust deed or testament which can provide for how they will be administered to the advantage of the beneficiaries. An important aspect related to them is the appointment of the trustee(s) or fiduciary(ies). These must be professionals and Zurich has the specialists to offer such services.
 
Asset management in Zurich is often used for the protection of personal goods and wealth through specific planning solutions.
 
If you need support in setting up a vehicle through which you can protect your estate, we invite you to discuss your options with one of our Swiss lawyers. You can count on us if you want to create a trust or draft a will.
 

The main benefits of asset management in Zurich

 
Without a doubt having a specialist to work for you is one of the main benefits of using the services of an asset manager in Zurich.
 
No matter if you own a business in Switzerland or hold assets in an investment fund, the first thing an asset manager can do for you is to improve and maximize your portfolio. Especially in the case of companies, as they grow, they will also have more assets. Categorizing them by type, value, and use is one of the main benefits of using a service provider that can track their performance at any time and report to you.
 
An asset manager ensures the efficiency of a business by keeping track of its assets from the beginning to the time they are disposed of. He or she can also reduce the expenditures of lower value, such as equipment and tools.
 
Such a manager can also ensure legal and financial compliance in the case of companies and investment funds.
 
Asset management in Zurich and Switzerland in general is a very useful tool when dealing with financial requirements.
 

The asset management sector in Switzerland

 
Zurich and Geneva are the top asset management destinations in Europe at the moment. According to FINMA:
 
  • the market size of assets administered by managers in Switzerland was 2,519 billion CHF in 2019;
  • their value represented 3 times Switzerland’s Gross Domestic Product in 2019;
  • the total net revenues from this industry were 13.85 billion CHF the same year;
  • this sector also created around 10,000 jobs.
 
If you need more information on asset management in Zurich, do not hesitate to contact our law firm in Switzerland.