Asserta, your Wealth Management
We advise you holistically, individually and independently of which banks you are currently a customer of. We help align your finances in such a way that you can achieve your goals and realize your wishes. We support you in the implementation, show you the advantages and disadvantages of the various banks as well as the costs transparently and accompany you competently and independently in the future.
We consider not only your financial goals but also your personal values and life circumstances. Together, we will find the investment strategy that suits you best and makes you successful in the long term.
Our personalized wealth management is tailored to your needs. As a boutique firm, we can respond quickly and flexibly to market conditions and opportunities and give you the attention you deserve.
We are fully committed to your interests and, due to our independence, we can grant free choice of products. You can expect from us unbiased advice and recommendations.
A smart choice for a secure future - invest in your financial independence with us.
Frequently asked questions
As an independent asset manager, we are not tied to a specific bank or financial institution, allowing us to act more freely and independently. This enables us to offer a wider range of investment options tailored to the needs and goals of our clients. In contrast, asset managers who are tied to a bank or financial institution may tend to offer products or services that are more in the interest of the bank or financial institution, and not necessarily the best options for the client.
With Asserta's three-step advisory approach, your asset situation is optimized to meet your needs and goals. After implementing your target structure, we assist you in monitoring your investments and accompany you continuously. You can find our detailed advisory approach here.
Not every bank fits all customer needs. We are happy to offer you a free analysis of your current banking fee structure and support you in optimizing your costs.
Since your assets are not booked with Asserta, but with the custodian bank(s) of your choice, there is no default risk to your assets that Asserta would incur. Asserta takes over the advice and management of your assets, taking care of an optimal risk- and return distribution and a careful choice of the executing banks.