EAM Succession
Your life’s work in trusted hands
„Your life’s work deserves a solution that is as personal as your client relationships.“
Are you approaching retirement or looking to address your succession at an early stage?
Do you want to ensure that your clients continue to receive personal, professional support at the highest level?
We offer a sustainable and partnership-based solution for the continuation of your life’s work.
A forward-looking solution
As an independent asset manager, we understand the responsibility that comes with succession planning. Your client relationships have been built over many years and are based on trust.
Preserving this trust is essential.
With Wenzinger & Tschan Finanz AG, you create a solution where your clients remain in trusted and professional hands, while you can gradually step back from day-to-day responsibilities.
Your benefits
A setup that provides security
We offer a professional setup that covers all key requirements:
- FINMA-compliant structure
- Full handling of compliance and regulatory matters
- Clear processes and efficient workflows
- Support in integrating your client mandates
At the same time, you remain independent and can actively shape the collaboration.
Who this is for
- EAMs approaching retirement
- EAMs looking for a succession solution
- EAMs without a FINMA license or facing increasing regulatory demands
- EAMs who wish to continue supporting their clients while reducing their workload
Creating a sustainable solution together
Succession is more than a transition. It is about responsibility, trust, and the future of your clients.
We support you throughout this process personally, discreetly, and with a deep understanding of your situation.
Contact
Secure the future of your business and your clients at an early stage.
Contact us for a non-binding conversation.
