ASSET MANAGEMENT
Management ranging from standard portfolio to exclusive brokerage.
Tailored manager selection Services including in-house proprietary performance tracking.
"A LA CARTE" ASSET MANAGEMENT
The international team of Maiestas Asset Management AG has been working successfully in asset management and investment consulting for years. We are experts coming from different corners of the industry. Maiestas Asset Management AG is the combination of the diversity of skills of its partnership.
Furthermore, we cooperate with longstanding independent service providers granting us freedom from conflict of interest.
As a result, Maiestas Asset Management AG works with its clients to develop investment strategies tailored to their individual expectations - in a spirit of partnership and neutrality.
At Maiestas Asset Management AG, clients are at the center of everything we do. We listen attentively, take clients' concerns seriously and offer them reliable solutions.
As a personal financial expert, Maiestas Asset Management AG acts in the best interests of its clients.
We realize clients' wishes into goals, thus at Maiestas Asset Management AG we do not offer standardized products but design individually.
Connecting
Our process begins with an open and confidential discussion to understand your wishes, needs, and expectations. By actively listening and addressing all necessary questions, we ensure our services align with your goals. This approach aims to build a sustainable and trustworthy partnership in managing your investments and wealth.
Collaborating
We understand that asset management may involve tax and legal assistance to ensure proper wealth preservation. Maiestas Asset Management AG excels in asset management, while our trusted network of auditors, tax advisors, law firms, fund management companies, banks, and trust companies handle the rest. This collaboration ensures the highest quality of service.
Customizing
At Maiestas Asset Management AG, we focus on sustainable cooperation by understanding your professional and personal life through “Know Your Customer” principles. Complying with the Money Laundering and Investor Protection Directive, we prepare detailed client dossiers and define your unique investment goals and restrictions. Under MiFID regulations, we classify you as a Private, Professional, or Institutional client through suitability tests. Your personalized risk profile ensures we balance return and risk to meet your specific objectives.
Choosing
As an external asset manager, our role at Maiestas Asset Management AG is focused solely on the management of your assets, while the bank acts as the custodian. We will advise on and select custodian banks based on your specific needs, partnering with reputable banks in Switzerland, Liechtenstein, Austria, and Germany. We will hold limited authority to execute stock transactions on your custodian bank account within the agreed investment strategy. You will benefit from negotiated costs and dedicated managers.
Contracting
The cooperation between Maiestas Asset Management and its clients is based on a MiFID-compliant investment advisory or asset management agreement. This document includes details on risk/investor profile, client segmentation, business profile, fees, and investment guidelines. It reflects your investment objectives and policy, forming your strategic and tactical asset allocation. Once all parties sign the agreement, the prerequisites for a sustainable cooperation are met. Regular reporting, strategic discussions, and relationship conformity checks are then conducted to maintain the quality of the engagement.
TRUE WEALTH PROTECTOR
REAL VALUE CREATOR
Maiestas Asset Management AG