No change in ownership of your assets
By entrusting Tell & Partner AG with the management of your assets, you give us a limited power of attorney, which allows us to manage your assets and give instructions to the custodian banks. However, we are not authorised to withdraw or transfer any assets. You, the client, retain ownership of your assets, which will be deposited in the bank of your choice.
The quality of the investments is reviewed constantly
Tell & Partner AG is completely independent and therefore free in their choice of investments, which allows us to offer you the best products on the market. We regularly monitor counterparty risk exposure for each issuer and the quality of investments to be able to act as required.
Personal and fully transparent
It is important for us that you develop a relationship with your personal advisor at Tell & Partner AG, and know his deputy. This forms the basis for a long-term business relationship that will even span generations.
We take care
Tell & Partner AG is a member of the Swiss Association of Asset Managers (SAAM), one of the leading self-regulatory bodies in Switzerland.
Tell & Partner AG is authorized - by the Swiss Financial Market Supervisory Authority FINMA in Berne - to act as Asset Manager and is additionally a member of AOOS - Supervision Company for Asset Managers and Trustees in Zurich - that supervises independent asset managers, according to Art. 61 ff FINIG.