Wenzinger & Tschan Finanz AG

Holistic asset management

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 Awards

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.

All services

Asset management

Managing, optimizing and growing your assets

Read

Fiduciary Services

Well positioned for every stage of life

Read

Real estate

Financing, buying and selling properties

Read

Personal Services

By your side at all times

Read

Retirement Planning

Planning for your financial future

Read

EAM – External Asset Management

Independent. Personal. By your side.

As an external asset manager, we oversee your wealth independently of your bank. Your existing banking relationship remains unchanged.

We take care of the strategic management of your assets, while your bank continues to handle custody, payment transactions, and the technical execution.

This creates a clear division of roles with a decisive advantage for you: greater independence, increased flexibility, and a service that is fully aligned with your personal situation.

EAM – External Asset Management

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.

All FAQs

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.

About us

News

Financial expertise and news

Read all

Invest

Structured Products. Flexibility for Every Market Environment

What are structured products? Learn how they complement portfolios, manage risk and create investment opportunities across different market environments.

Read

Invest

Why Global Diversification Matters. The Example of Vietnam

Why is geographic diversification important? Learn how investing across countries and economic regions helps reduce risk and improve long-term portfolio stability.

Read

Fountain pen on a stock listing under the heading 'Bonds' – bonds as a stable portfolio foundation.

Invest

Bonds: The Stable Foundation of a Portfolio

What are bonds and what role do they play in a portfolio? Learn how bonds provide stability and predictable income.

Read

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.

We are a family-owned asset management company offering client-centric, forward-thinking and tailor-made financial solutions. With our years of experience, we support our clients through every stage of life and all of its circumstances.

Home

Asset management

Financial-Boutique-System