Wealth Management

The global economic and financial system has undergone significant changes during the last years. The growing complexity of financial markets has required operations to match its changes. Act Finanz avails itself of the technical and human skills of the best professionals that allow us to offer you investment solutions with a quality standard of absolute excellence.

Our management services have been designed to meet the needs of the most demanding customers and are the result of the constant work of our Research and Development Center in over 20 years of activity.

Our mission, to generate value in all market conditions

Our management strategies have only one goal: provide excellent returns over time, with controlled volatility and low correlation with traditional investment classes. For this reason, in our management, we are not satisfied to outperform the benchmark, but we aim, through active and dynamic management, to achieve satisfying results.

Family Office and High Net Worth Individuals

 

Our customers have different profiles and each one is unique. What unites them is the desire to receive a service of excellence, personalized and highly qualified. Some investors, due to the size and importance of their assets or particularly high personal and family needs, require specific attention.

Act Finanz offers to High Net Worth Individuals (HNWI) and Family Offices a prestigious range of customized financial: mtailor-made asset management mandates, exclusive investment opportunities, commission savings and alternative investments that our management team selects in collaboration with the most highly rated managers in the world.

 

WE SHARE TOGETHER A JOURNEY

There is only one good, knowledge, and one evil, ignorance" (Socrate)

We want our customers to have a perfect knowledge of the solutions we adopt for them. We believe it is essential to have informed customers. Our job is not just to get the most out of the capital you have entrusted to us, but also to make you "live the investment" in the most serene way possible, through conscious participation and with the clarity that sets us apart.
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Our asset management

A winning model

We believe that to invest successfully through the various market cycles it is necessary to have a flexible and dynamic management style. We always work to find the best sources of profitability through proven quality financial instruments.

Our goal is to create value for both private and institutional clients:

  • For the private clientele, through heritage management based on the selection of the best products on the market, in an open architecture structure.
  • For the institutional clientele, by creating exclusive solutions developed ad hoc by our team.

 

 

In our assets only the best

We select only the best products in the world for our customers and this allowed us to achieve important performances. These results are possible thanks to the total absence of conflict of interest and a meticulous work to contain costs, through also the access to the institutional classes, but above all to the application of a set of parameters of choice that allow to select, through our established know-how, among the over 200 thousand funds available on world markets.

In our investment process, we start from the macroeconomic analysis, then evaluating the individual markets with a top down approach and finally we select the best products in each category, always in line with the customer's profile.

Act Finanz AG is a swiss PolyReg member asset management company that adheres to the PolyAsset code of ethics. Disclaimer, Gdpr, PolyReg, Particular risks in securities trading – Copyright 2019 ACT Finanz | All Rights Reserved
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