Private clients and foundations

When it comes to wealth management for private individuals, we set the standard.

There are many compelling reasons why Albin Kistler is one of Switzerland’s leading wealth management companies:

 

 

Security.

Our investment philosophy is characterised by clear and timeless principles. Security and quality are our priority. We see ourselves as conservative investors who concentrate on the long-term success of asset investments. Short-term trading does not form part of our strategy.

Absolute transparency.

We communicate with our clients openly and in a spirit of partnership. After all, their expectations are identical to our objective – outstanding performance. Our fee model is clear and transparent. The focus of our investment policy is on direct investments. Will there be any conflicts of interest or hidden costs? Absolutely not!

A reliable partner.

Tailored, holistic management of each individual client by an expert personal contact lays the foundations for an ongoing cooperation with lasting success. An Albin Kistler discretionary mandate is precisely adapted to each client’s investment objectives in relation to the invested capital.

Your investment objective.

Our customised offering enables us to cater to each client’s different investment objectives and, on this basis, to offer our clients exclusive investment vehicles coupled with a tried-and-tested investment strategy.

These include direct investment mandates, coverage of individual asset classes via the Albin Kistler funds and comprehensive pillar 2 and 3 retirement planning solutions.

The minimum investment for a mandate is half a million Swiss francs.

Fund portfolio

Information on the Albin Kistler funds

Please read the following disclaimer before you continue.


Disclaimer

The following information is only intended for qualified investors* pursuant to Article 10 (3) of the Collective Investment Schemes Act (CISA) and Article 6 (2) of the Collective Investment Schemes Ordinance (CISO).

 

I confirm that I am a qualified investor.

By accepting this disclaimer, you confirm that you are a qualified investor as defined above or that you belong to one of the following groups:

  • Regulated financial intermediaries
  • Regulated insurance providers
  • Public sector entities and pension funds with a professional treasury
  • Companies with a professional treasury
  • Wealthy private individuals
  • Investors who have signed a written asset management agreement with a regulated financial intermediary. The Guidelines for Portfolio Management Agreements of the Swiss Bankers Association are decisive for our portfolio management mandates.

* The group of eligible investors is confined to qualified investors pursuant to Article 10 (3) and (4) CISA and Articles 6 and 6a CISO.

Contact

Your wealth management contact.
Please do not hesitate to contact us – we look forward to hearing from you!

Roman Heinimann

Head of Private Clients

T +41 44 224 60 24
F +41 44 224 60 34

r.heinimann (at) albinkistler.ch 

Moritz Baumann

Deputy Head of Private Clients

T +41 44 224 60 24
F +41 44 224 60 34

m.baumann (at) albinkistler.ch