Was macht ein Vermögensverwalter?

Ein Vermögensverwalter trifft eigenständige Anlageentscheidungen (diskretionär) im Auftrag seiner Kunden und setzt diese um. Dazu gehört der Kauf und Verkauf von Aktien, ETFs und anderen Finanzprodukten, basierend auf einer massgeschneiderten Anlagestrategie, die die Ziele und Risikobereitschaft des Kunden berücksichtigt.

Wie funktioniert eine Vermögensverwaltung?

Die Vermögensverwaltung definiert zusammen mit seinen Kunden eine passende Anlagestrategie basierend auf der Risikofähigkeit, Risikofreudigkeit und den persönlichen Zielen des Kunden. Der Vermögensverwalter setzt die festgelegte Anlagestrategie anschliessend um durch Kauf und Verkauf von Finanzprodukten. Anschliessend überwacht er das Anlageportfolio kontinuierlich und passt es bei Bedarf an, um eine optimale Rendite für die Kunden zu erzielen.

Warum eine Vermögensverwaltung?

Eine Vermögensverwaltung ist wichtig, wenn man nicht über die nötige Zeit und Expertise verfügt, um sein Vermögen selbst zu verwalten. Sie bietet eine professionelle Betreuung und hilft, finanzielle Ziele effizient zu erreichen und Risiken besser zu managen.

Ist eine Vermögensverwaltung sinnvoll?

Die Sinnhaftigkeit einer Vermögensverwaltung hängt von individuellen Faktoren ab, wie der Höhe des zu verwaltenden Vermögens und den persönlichen Zielen. Für Anleger mit einer Anlagesumme ab CHF 250′000 lohnt sich eine Vermögensverwaltung und bietet zahlreiche Vorteile: Zeitersparnis, professionelle Betreuung durch Experten, Vermeidung von typischen Anlegerfehlern, usw.

Was kostet ein Vermögensverwalter?

Die Kosten für einen Vermögensverwalter variieren je nach Anbieter und Dienstleistungsumfang. Sie können abhängig sein von der Art der Verwaltung, den eingesetzten Anlagestrategien und den zusätzlichen Services, die angeboten werden. Oft sind die Gebühren als Prozentsatz des verwalteten Vermögens strukturiert, und es können weitere Kosten für spezifische Finanzinstrumente oder Transaktionen hinzukommen. Generell gilt: Die Kosten sollten nicht isoliert, sondern immer im Verhältnis zur erwirtschafteten Rendite und den erbrachten Dienstleistungen betrachtet werden.

Asset management in Switzerland with Point Capital

Want to make more of your money while enjoying life to the full? With professional asset management, you gain the freedom to do exactly what you feel like doing and at the same time know that your investments are in good hands. At Point Capital, we not only have the necessary expertise and many years of experience in wealth management, we also look after your assets as if they were our own – in every market situation. Benefit from the advantages of active asset management in Switzerland with our experts.

Clever Swiss asset management: your decision for more security

Do you want to build a financially carefree life? Or are you thinking about making provisions for tomorrow with an attractive pension today? But in your busy everyday life, do you hardly have time to deal with the financial market in order to invest with a good feeling? Although Google, AI and the like provide us with a lot of financial data, stock market information and investment tips these days, our own knowledge of the depths of financial matters remains irreplaceable. This is precisely where the asset managers at Point Capital come in with their professional asset management in Switzerland.

As an owner-managed and independent asset management company with headquarters in Switzerland and asset management based in Zurich, we know that investments are a matter of trust. With this in mind, we have developed investment solutions in which you benefit from our investment principles and active asset management. Based on active risk management, systematically based decisions, investing exclusively in highly liquid assets and a predominantly global focus, we create a risk/return profile that is right for you. With us, investing money in collaboration with an asset manager means more time, less risk and significantly better returns.

Take advantage of all the benefits of professional asset management in Switzerland from Point Capital:

Tailor-made investment solutions – understandable and convincing
Focus on your personal financial goals
Almost exclusively highly liquid investments (if required: money available within 24 to 48 hours)
Active risk management for a good risk/reward profile
Access to in-depth specialist knowledge and broad experience from long-standing industry experts
always in the interest of the customer
In-house research with a high level of analytical expertise
Personal advice and support

Unsere Ratgeber

Erfahren Sie alles Wichtige über die Vermögensanlage und welche Anlegerfehler Sie dabei unbedingt vermeiden sollten.

Zu den Ratgebern

What exactly do we do in asset management?

Whether you are an institutional or private investor – we support you with customized services that are tailored to your needs.

Reliability right from the start

Your decision to grant us power of attorney for asset management is preceded by sound advice and analysis. This enables us to make investment decisions for you.

Individual asset management without compromise

The advice is followed by the implementation of an investment concept based on your objectives. In the case of active asset management, we take over the monitoring and asset management of all aspects of investment management.

Service with the highest standards

Our comprehensive service naturally includes the handling of all formalities such as opening an account. Once the foundations have been laid, our experts implement your authorized investment strategy and make the agreed investments. What do you do now? You simply rely on effective asset management in line with our credo: “Quality investing”.

Active asset management that sets new standards

As one of the leading asset managers in Switzerland, we monitor your investments on an ongoing basis. If market changes require it, we will make adjustments quickly – without wasting any time. You can also contact us at any time if your personal needs and goals have changed. For us, active asset management means meeting your objectives with a view to opportunities and risk.

Always informed with security

With our asset management, you don’t have to worry about anything else, but you can still keep track of your assets and returns. This is ensured by our detailed reports. If you have any questions, you can get in touch with your personal, dedicated contact person at our company at any time.

Beratungstermin

Erfahren Sie mehr und lassen Sie sich persönlich beraten – kostenlos und unverbindlich.

Simply make good investments – with our asset management service

You undoubtedly feel a great need to make smart financial decisions. Be it to secure your standard of living or to provide for your old age. With our asset management, you can rely on receiving attractive long-term returns and achieving financial freedom. When it comes to asset management, you can benefit from our broad expertise, years of experience and regular further development. We not only have your back, but also ensure that your assets work effectively for you. Day after day.

Because asset management is our passion.

We take time for your concerns and questions. We would be happy to advise you on Point Capital’s asset management without obligation.

What does an asset manager do?

An asset manager makes independent investment decisions (discretionary) on behalf of their clients and implements them. This includes buying and selling shares, ETFs and other financial products based on a customized investment strategy that takes into account the client’s objectives and risk appetite.

How does asset management work?

Together with its clients, the asset manager defines a suitable investment strategy based on the client’s risk capacity, risk appetite and personal goals. The asset manager then implements the defined investment strategy by buying and selling financial products. He then continuously monitors the investment portfolio and adjusts it as necessary in order to achieve an optimal return for the client.

Why asset management?

Asset management is important if you don’t have the time and expertise to manage your assets yourself. It offers professional support and helps to achieve financial goals efficiently and manage risks better.

Does asset management make sense?

The usefulness of asset management depends on individual factors such as the amount of assets to be managed and personal goals. For investors with an investment sum of CHF 250′000 or more, asset management is worthwhile and offers numerous advantages: Time savings, professional support from experts, avoidance of typical investor errors, etc.

What does an asset manager cost?

The costs for an asset manager vary depending on the provider and the scope of services. They can depend on the type of management, the investment strategies used and the additional services offered. Fees are often structured as a percentage of assets under management, and there may be additional costs for specific financial instruments or transactions. As a general rule, costs should not be considered in isolation, but always in relation to the return generated and the services provided.

Asset management in Switzerland for greater security