Apex Asset Management was founded in 2013 by a team of Scandinavians with extensive experience from the financial sector. Furthermore we have a long history from working together as a team in the past.
We offer an independent multi family office solution to an exclusive group of affluent families. We handle all aspects of their financial needs ranging from investments in financial markets, direct investments in companies and properties as well as negotiating bank fees etc.
Our primary task is optimizing returns using active asset allocation within an agreed risk framework.
We are 100% impartial and work based on a transparent business model. Our most important task is to understand the needs of our clients and manage their assets accordingly. We always act for and on behalf of our clients by minimizing their overall portfolio management and trading costs while maintaining focus on portfolio risk and liquidity.
Regulatory Information:
For our activities as managers of individual client assets and collective assets in accordance with the Swiss Federal Law on Financial Institutions, we are licensed by the Swiss Financial Market Supervisory Authority FINMA.
Please find all relevant regulatory information here.
Data Protection Declaration:
Please find our Data Protection Declaration by clicking here.
