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Independent Asset Management for Private Investors

If you want to delegate the management of your assets, this requires a high degree of trust. As an independent asset management company, we earn this trust on the one hand through our reliable and understandable way of working – always uncompromising in your interests - and on the other through providing continuous support for private investors over years and generations.
What does Hotz offer me as an independent asset management company?
It is important to us to be your trusted contact for investment questions. That's why, in addition to managing discrete asset management mandates, we are also happy to support you with structural analyses of your total assets. We operate a broad range of wealth management services, including specialists and family office services for the entire family base, if required.
Is a pure investment consulting also possible for me?
We do not offer pure investment consulting. Why? While responsibilities are clearly defined in the case of discrete asset management and the target structure of the mandate is contractually fixed, this is not the case with investment consulting. Investment consulting also creates a conflict of interest: the investment advisor contacts the client with the intention of generating revenue. Whether this is objectively necessary and useful often remains questionable.
Claudio Furrer
«Our company has a management team with decades of practical and academic experience.»
Claudio Furrer, Portfolio Manager
Dr. Pirmin Hotz Vermögensverwaltungen AG
Dorfstrasse 16 | 6340 Baar, Schweiz | +41 41 767 46 00
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