Wenzinger & Tschan Finanz AG

Holistic asset management

Contact us today for a no-obligation consultation. The first step towards a successful and promising future.
Awards

Recognised by BILANZ

BILANZ award: Best Equity Strategy and Best Performance in Relation to Risk

The renowned Swiss business magazine BILANZ has named Wenzinger & Tschan Finanz AG Switzerland’s Best Asset Manager 2025. Special emphasis was placed on our outstanding equity strategy and our above-aver-age performance relative to risk.
Wenzinger & Tschan Finanz AG ist nach 2025 auch 2026 wieder bester Vermögensverwalter der Schweiz. Das renommierte Wirtschaftsmagazin BILANZ zeichnete das Unternehmen als Vermögensverwalter des Jahres über 24 Monate aus.
our services

Your partner for all financial matters.

Als Finanz-Boutique begleiten wir Sie ganzheitlich. Nicht nur in der Vermögensverwaltung, sondern auch in den Bereichen Vorsorge, Treuhand und Immobilien.
Wir entwickeln für Sie massgeschneiderte Portfolios, die exakt auf Ihre Bedürfnisse abgestimmt sind.
FAq

Frequently asked questions

Find answers to common questions about our financial services
Do you have any questions?
We are happy to assist you personally.
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What does EAM stand for?
What distinguishes Wenzinger & Tschan Finanz AG from other asset managers?
What is the minimum investment amount required for a mandate, and why?
Can I open a mandate without traveling to Switzerland?
What do you mean by the “financial boutique system”?
Do you handle estate planning?
TRUST

Trust grows from understanding

We are an owner-managed asset management firm, committed to client-focused, forward-looking, and tailored financial solutions.

With many years of experience, we support you through every stage of life, developing solutions that are consistently aligned with your personal and financial situation.
Our financial boutique system enables us to design individual strategies and provide you with personal, long-term support.

Passion, trust, and a partnership-based approach are not just words to us, but the foundation of long-term client relationships.
News

Financial expertise and news

Company

Wenzinger & Tschan Once Again Named Asset Manager of the Year – Awarded by BILANZ

Wenzinger & Tschan has been awarded Asset Manager of the Year by BILANZ for 24 months and recognised for Top Sharpe Ratio in its equity strategy.
Real Estate

Selling Property: What Owners Need to Consider

Selling property in Switzerland: Learn about valuation, preparation, process and taxes to achieve the best outcome.
Invest

Equities – The Foundation of Long-Term Capital Growth

Why equities remain essential for long-term capital growth. Learn about return potential, risks and disciplined asset management strategy.

Let us start our journey towards a successful future

Get in touch with us for a no-obligation consultation. The first step towards a successful and promising future.