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Investment Management in Zürich 

For clients who value independent advice and tailored investment solutions

Our Investment Management Services

If you are looking for a trustworthy, professional partner to assist you in managing your assets, we as an independent asset manager licensed by FINMA can assist you.
We combine independent asset management with disciplined investment processes.

We believe wealth management begins with understanding the investor not with assigning a model portfolio.
Many private banks and asset managers rely on model portfolios, often using their own investment products. This approach may not reflect your individual requirements.

As an independent asset manager, AskFin Consulting takes a different approach and the time to understand your financial position, family situation, investment experience and objectives.
Based on this understanding, we define an investment strategy aligned with your financial objectives and personal circumstances—because wealth management is about more than investment returns. It is about preserving and growing wealth with discipline over the long term.

Our interests remain fully aligned with those of our clients.

We operate free from third parties products and sales conflicts.

We have no proprietary products to place and no third party sales targets to meet.

We do not receive hidden commissions.

Our fiduciary duty is exclusively to you and your family. 

Your wealth does not belong in a standard box

We do not fit you and your aspirations into a predefined risk profile and leave it there.

We take time to understand your personal and family situation,  business or career, tolerance for risk and your time horizon and liquidity needs.

Only then do we define the investment strategy that is appropriate for you, not for a generic model client. 

Your strategy for multiple financial goals

You may want to build and preserve a diversified investment portfolio.

Finance or optimise real estate holdings. Prepare the sale or purchase of a company.

Secure a pension that maintains your current standard of living.
Plan succession for your family or business

Our investment approch

Guiding your investments with expertise and vision

We provide specialised expertise and a truly customised approach to accompany you in achieving your financial goals.

Your objectives define the strategy


We start with a clear understanding of your objectives, priorities and circumstances, and design an investment approach tailored specifically around them.

Building wealth through disciplined investing

As an independent financial boutique, we place our clients at the centre of every decision. We provide objective advice, transparency and a long-term perspective to preserve and grow your wealth.

Investment decisions are rarely driven by a single objective.
We develop an investment strategy that reflects your priorities behind your wealth.

Preserve and grow a globally diversified investment portfolio. Sustain long-term lifestyle and retirement objectives.

Manage and optimise real estate and alternative assets . Prepare liquidity events such as business sales or acquisitions

Structure generational wealth transfer and succession planning. Coordinate family governance and philanthropic activities

Example of Investment Strategies

Income & Stability


Target equity allocation: 0–25%

Designed for clients whose priority is capital preservation, regular income and limited portfolio volatility.

The portfolio focuses on high-quality fixed income, cash management and a selective allocation to global equities. Active monitoring and disciplined rebalancing seek to preserve purchasing power while providing stable long-term returns.

Diversified Strategy


Target equity allocation: 25–50%

A diversified allocation for investors seeking long-term growth without excessive market exposure.

The portfolio combines global equities with fixed income and other diversifying assets. Strategic asset allocation and continuous portfolio management aim to deliver consistent long-term performance across different market environments.

Dividend & Quality Focus



Target equity allocation: 50–80%

The portfolio invests primarily in high-quality global or regional focused equities. This approach is for investors seeking long-term capital appreciation with a preference for companies demonstrating balance sheet strength stable earnings and profitability .

YOUR VISION

If you’d like to discuss how we could structure your wealth around your objectives , we are available for a confidential, non binding discussion.

Get more insights



We begin by identifying your financial objectives and aspirations.
These are combined into a coherent investment approach that guides the management of your wealth.
Your investments are shaped around your priorities and not standard investment model.

Focusing on long-term goals, relying on qualified investment experts

Discretionary Mandate Advisory Mandate

Discretionary Mandate Approach 

Characteristics


Entrust us with the management of your investments
Our experts take care of day-to-day decisions in a professional and proactive manner, allowing you to devote your time to other activities and interests.

A structured and dynamic approach
After defining your investment profile together, we implement the strategy, continuously monitor the portfolio and identify new opportunities to grow and protect your assets.

A clear goal
Implementation and monitoring are entrusted to AskFin Consulting, but we evaluate the results together.

Long Term focus


Focus on objectives. Management competence
Focus on your long-term goals: we take care of day-to-day investment management with competence, method and vision.

Diversification and discipline at the heart of the strategy
We take a rigorous and systematic approach, based on intelligent diversification and constant analysis, to guide you precisely towards your financial goals.

Monitoring and Reporting 
Optimise the performance of your assets while maintaining a careful balance between costs and benefits.

The value of professional, independent and transparent management


Entrusting your portfolio to professionals means benefiting from solid experience, gained through all market conditions.

We operate without conflicts of interest free from third-party influences, such as other financial institutions.

We take the time to understand your needs and create a tailor-made service in line with your objectives.

For whom this approach is appropriate

If the following questions are familiar, a discretionary mandate may be appropriate.

Is managing your investments consuming significant time and attention?

How can you ensure swift and disciplined action when opportunities or risks emerge?

Do you prefer to focus your time on other priorities while investment management is handled by specialists? 

How do you ensure your portfolio is continuously monitored and adjusted when needed?


Preliminary portfolio assessment

Request a confidential conversation

Advisory Mandate Approach 

Characteristics


Entrust us with the management of your investments
For clients who prefer to be actively involved in every investment decision while receiving professional advice.

Receive personalised investment advice
Retain full control over every investment decision by approving every transaction.

Direct assumption of choices
In the non-discretionary model, you make the final investment decisions: the advisor provides you with analyses, proposals and scenarios, but each transaction is only executed after your green light.

Key differences with the discretionary mandate


Direct management with advisor support
We welcome our experts' analyses and proposals, but every investment requires your approval.

The client retains full operational control
We define your time horizon, degree of risk and objectives together, but each transaction is proposed by the adviser, but must be approved by the client before execution.

Different timeframe than the discretionary mandate
In the discretionary mandate, decisions can be implemented quickly, whereas in consulting there can be a longer timeframe for approval.

The value of professional, independent and transparent management

Entrusting your portfolio to professionals means benefiting from solid experience, gained through all market conditions.

We operate without conflicts of interest free from third-party influences, such as other financial institutions.

We take the time to understand your needs and create a tailor-made service in line with your objectives.

Our
Advisory Mandate


Take advantage of our market insights and strategic recommendations for greater benefits

The Next Step

Working with us guarantees you access to
professional expertise, customised solutions
and total dedication to achieving your financial goals




In both cases advisory or discretionary mandate , we establish an investment strategy based on
your objectives and financial situation.

Speak with us in a confidential initial consultation
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