FINANCIAL INSIGHTS and News

Wenzinger & Tschan Latest News

Discover our latest articles on finance and wealth
Chess pieces on a chessboard
Invest
July 8, 2026

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.
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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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Tax

What Tax Deductions Can Private Individuals Claim?

Learn which tax deductions private individuals can claim in Switzerland, including Pillar 3a and professional training expenses.
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Licences & awards

Licensed and Awarded

BILANZ award: Best Equity Strategy and Best Performance in Relation to Risk
Our awards
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.
Contact us
Contact us
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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