Your independent Swiss asset manager

About us

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Asset management boutique

Our size, financial independence and streamlined organisational structure enables us to react quickly and provide timely answers to our clients. We can seize opportunities without the bureaucracy often associated with larger institutions, enabling us to respond rapidly to market shifts and optimize investment strategies.

Swissness

Swissness

As a FINMA licensed asset manager in Switzerland, we take immense pride in our strong commitment to the values that define “Swissness” – precision, reliability, and excellence. Swissness is not just a label; it embodies a set of values that resonate throughout our organization.

Reliability

Reliability

Switzerland is recognized worldwide for its financial stability and the trustworthiness of its institutions. Since 1978, Baltrag stands as a stable and reliable partner for its clients.
Throughout these years, Baltrag has witnessed the evolution of the financial landscape and has proven its ability to consistently adapt to meet the changing needs.

Precision

Precision

Precision is a cornerstone of Swissness, and it forms the foundation of our approach to asset management. Just as Swiss watchmakers meticulously craft each intricate detail we diligently analyse market trends and data to develop tailored investment strategies.

Excellence

Excellence

Our enduring tradition in Swiss private banking has allowed us to build an extensive network of trusted partners and collaborators. We leverage these relationships to provide you with exclusive access to investment opportunities and resources that may not be readily available elsewhere.

Family values

Family values

With a legacy built on family values and financial independence, we bring entrepreneurial spirit to the table to drive innovation, seize opportunities, and deliver exceptional value to you. For over four decades, we have now been managing the wealth of domestic and international clients. With a focus on preserving wealth across generations, we prioritize stability in our investment strategies, considering factors such as risk management, diversification and consistent performance. You can rely on us for tailored strategies and dedicated support throughout your financial journey.

Memberships

Our memberships in the leading industry organizations reflect our commitment to excellence and to stay informed on the latest trends. It is important to us to ensure that we may always provide our clients with the most informed, current and effective advice.

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