Wenzinger & Tschan Finanz AG

Your long-term partner for holistic asset management

As an independent asset manager, we stand for personal service, tailored solutions, and a long-term partnership.

People & Expertise

Our Team

Get to know us

Seline Wenzinger

CEO Member of the Board of Directors & Co-owner

Walter Tschan

Member of the Board of Directors Co-owner & Client Advisor

Markus Schmidig

Deputy CEO Portfolio & Client Advisor

Egon Wenzinger

Chairman of the Board of Directors & Co-owner Fiduciary and Tax Matters

Jrene Steiner

Senior Executive Assistant Marketing Manager

Géraldine Larsson-Suter

Senior Executive Assistant

Marco Heldner

Senior Relationship Manager

Nicole Kalt

Tax consultant

Marcel Zimmermann

Accounting & human resources

Jennifer Mah

Assistant Relationship Manager

Sophie Pfister

Assistant Relationship Manager

Siria Restuccio

Assistentin Relationship Manager

Nina Imboden

Assistant Relationship Manager

TRUST

Trust grows from understanding

We are an owner-managed asset management firm, committed to client-focused, forward-looking, and tailored financial solutions.
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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.
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Our financial boutique system enables us to design individual strategies and provide you with personal, long-term support.
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Passion, trust, and a partnership-based approach are not just words to us, but the foundation of long-term client relationships.

History

Our history

Wenzinger & Tschan Finanz AG was founded in 2002 and is built on a long-standing partnership.
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Egon Wenzinger and Walter Tschan each successfully ran their own financial businesses for many years, one in Affoltern am Albis and the other in Pfäffikon SZ. Both were committed to independent, client-focused asset management.
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In 2023, they decided to join forces and merge their businesses. This marked the foundation for a sustainable succession plan and the continued development of their shared philosophy of independent, tailored asset management at the highest level.
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Today, the owner-managed company is led by Seline Wenzinger, daughter of Egon Wenzinger. Together with the two founders, Egon Wenzinger and Walter Tschan, as well as Markus Schmidig, she leads a dedicated team committed to serving clients with expertise, care, and personal dedication.
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The combination of long-standing experience, entrepreneurial continuity, and a clear focus on the future makes Wenzinger & Tschan Finanz AG a reliable partner for the long-term management of assets.

Our approach

Whether in asset management, fiduciary services, or family office support, our advice is always individual, transparent, and independent of banking interests.
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As a FINMA-licensed asset manager, we meet the highest regulatory standards while remaining personal, discreet, and flexible.
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Our deliberately chosen boutique size allows us to act swiftly, respond to individual life situations, and build long-term relationships.

What sets us apart

Independent asset management
Personal and direct client service
Long-term partnerships
Tailored solutions
Transparent structures

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Our philosophy

We do not just manage assets. 
We support life journeys.

Licences & awards

Licensed and Awarded

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

Our awards

Recognised by Bilanz 2025

The renowned Swiss business magazine BILANZ has once again named Wenzinger & Tschan Finanz AG Asset Manager of the Year. After winning the 36-month category last year, we were awarded first place in the 24-month ranking for 2026.

Recognised by Bilanz 2025

The renowned Swiss business magazine BILANZ has named Wenzinger & Tschan Finanz AG Switzerland’s Best Asset Manager 2025.

Finma Licensing

We have been a FINMA-licensed asset management company since March 2022. This ensures that we meet the highest regulatory standards set by the Swiss Financial Market Supervisory Authority, offering our clients the highest level of security and quality in asset management.

HIPE Award Winner

Wenzinger & Tschan Finanz AG has won the prestigious HIPE Award for a the second time, recognized for our exceptional services and top client satisfaction.

Performance

Achieving top performance is our daily motivation. At the same time, we maintain a clear focus on security, ensuring you reach your financial goals without taking unnecessary risks. The art of balancing risk and return is a key in our approach, one that we work together with you to achieve.

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.

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