Aquila Vermögensverwaltung Zürich AG

Overview

Aquila Vermögensverwaltung Zürich AG is an independent asset management company based in Zurich, Switzerland. The firm offers personalized asset management services, focusing on providing clients with customized investment solutions tailored to their individual needs. Their investment philosophy is active and long-term oriented, emphasizing neutrality and independence to maintain an efficient information network with various banks. This approach ensures that clients benefit from a broad-based know-how and rapid flow of information. Clients have the flexibility to choose their preferred banks for asset custody, with the firm's transparent and success-oriented pricing policy. As a Swiss asset manager, Aquila Vermögensverwaltung Zürich AG is subject to the Financial Services Act (FIDLEG), which contains regulations on the offering of financial services and protective mechanisms for investors. The firm offers services in discretionary asset management, investment advice, and execution-only services. Additionally, they provide family office services upon request, such as the consolidation of additional custody accounts and administrative support in cooperation with custodian banks. The firm's license allows them to manage occupational pension assets and fund assets up to CHF 100 million. They also have the capability to structure products and act as asset managers for certain certificates. Aquila Vermögensverwaltung Zürich AG is affiliated with the Financial Services Ombudsman (FINSOM), providing clients with an independent and neutral platform for dispute resolution. The firm's commitment to independence and fairness towards clients and business partners is central to their philosophy, ensuring that clients receive personalized and transparent services tailored to their financial goals and needs.

Investment Focus

• Open to various asset classes and investment stages
• Preference for clients seeking personalized and long-term investment strategies

Portfolio Companies