Asset Manager

An asset manager is an individual or entity which manages assets on behalf of their legal owner. Asset managers decide which investment vehicles should be used and how capital should be allocated. They also decide when assets should be bought and sold.

The term “portfolio manager” is often used synonymously with asset manager.

See also: External asset manager

More on this topic:
Swiss asset menagement service comparison
Swiss independent asset manager comparison

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Special offers for Moneyland users

Moneyland Special Offers

Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

  • Free and convenient video call

  • An investment strategy tailored to your goals

Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

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Swiss private banking expertise

Personal wealth management

Up to CHF 100 welcome bonus