H. Hentsch Asset Management

Overview

H. Hentsch Asset Management is a Swiss private investment firm specializing in asset management and investment solutions. The firm offers a range of services, including individual discretionary portfolio management for private and professional clients, private equity investments, portfolio consolidation through a Portfolio Management System (PMS), and comprehensive advice on real estate, financing, insurance, taxation, retirement, and estate planning. H. Hentsch Asset Management collaborates closely with a wide network of legal, tax, insurance, and real estate experts to provide tailored solutions that align with each client's unique needs and risk profile. The firm's investment approach is characterized by independence, personalized service, and a commitment to professionalism and dedication. As an independent wealth manager, H. Hentsch Asset Management applies an open architecture approach, selecting the best investment products for its clients without conflicts of interest. The firm's client-centric business model is based on the fundamental understanding that each client is unique, with their own needs, priorities, and expectations. Therefore, a clear and comprehensive understanding of the client's environment is key to developing tailor-made and suitable solutions. The human size of H. Hentsch Asset Management allows flexibility through quick decision-making processes, enabling the firm to provide dedicated service where all requests are promptly analyzed and followed up. The firm's investment philosophy emphasizes independence, personalized service, and a commitment to professionalism and dedication. H. Hentsch Asset Management has been active in asset management for over 10 years and has a team with a combined experience of more than 100 years in the banking and financial sectors, mainly in the field of asset management. The firm is wholly owned by H. Hentsch Holding SA, a Swiss holding company, which is 100% privately owned in Switzerland. H. Hentsch Asset Management is affiliated as a financial intermediary with SO-FIT (Supervisory Organisation for Financial Intermediaries & Trustees), authorized by FINMA to operate as a self-regulatory organization and a supervisory organization within the meaning of Swiss legislation. The firm has engaged in a procedure to apply for a license from FINMA by 31 December 2022 as a portfolio manager in accordance with Art. 17 of the Swiss Financial Institution Act (FinIA). H. Hentsch Asset Management is also affiliated with the mediation body Terraxis SA, in accordance with Art. 16 FinIA, allowing any dispute that may arise between the client and the firm to be submitted to this mediation body before being brought before the competent courts.

Investment Focus

• Qualified investors

Portfolio Companies