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Company

February 27, 2026

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.

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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.

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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.

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Invest

Transferring Wealth to the Next Generation – Responsibility Over Consumption

How structured investing and financial education support responsible wealth transfer across generations.

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Pensions

Fiduciary

Und plötzlich wird man 50 – was sich finanziell verändert

Was ändert sich finanziell mit 50? Pensionskasse, Vermögensstruktur, Immobilien und Vorsorge einfach erklärt – für eine sichere und planbare Zukunft.

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Pensions

Pillar 3a – Building Long-Term Capital Through Smart Retirement Planning

How Pillar 3a in Switzerland combines tax savings and investment strategy to support long-term capital growth and retirement planning.

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Invest

What You Should Know About the Year-End Rally

What is a year-end rally and should investors rely on it? A professional asset management perspective on seasonality, risk and long-term strategy.

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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.

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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