Three arguments in our favour:
Personal
Art is available everywhere and at any time. Just as we are for you.
Dependable
We look after your assets as we would a work of art -
sustainably for the long term.
sustainably for the long term.
Professional
The art of asset management is our strength. We work with you to design the perfect investment strategy.
Trust as the core value behind a successful partnership
«Long-term thinking and action are important values for us. We address your goals and requirements with precision and in concert with you.»
Analysing and interpreting contexts and markets
«Not only details are important, but the entire picture. Let your assets work for your plans of tomorrow.»
Advice tailored to your situation
«Many years of experience means we know our colour palette and understand how to use it correctly.»
Team
Services
Asset management
The independent and transparent experts for your financial investments. We manage your portfolio professionally and responsibly. All decisions are based on your personal investment profile and with the focus on an optimum risk-return ratio.
Our services
- Satisfied clients for more than 20 years
- Our core competency: investment and management of assets for private and institutional clients
- Permanent monitoring of your investments
- Long-term, continuity-based concepts
- Greater security through diversification
- Rigorous implementation of your guidelines
- Tax-optimised strategies
- Representation of your interests in dealings with banks
- Regular reports
- Monitoring of interest rate, currency and stock markets
The benefit to you
- Continuity: at your service for more than 20 years, now and in the future.
- Tailored asset management.
- We do not strive to earn the profit margins typical for banks, nor do we enforce any high-commission product sales on you. We look for the best and lowest-cost investments for you.
- You understand your portfolio, the decision-making process and the underlying strategy.
- You are in control. You can change the investment strategy at any time. We respond flexibly and quickly to your needs and wants.
- In the long term you have a better performance with less risk.
Memberships
Supervisory body
AOOS – Schweizerische Aktiengesellschaft für Aufsicht
Clausiusstrasse 50
8006 Zürich
+41 44 215 98 98
info@aoos.ch
www.aoos.ch
Verband Schweizerischer Vermögensverwalter (VSV)
Bahnhofstrasse 35
8001 Zürich
+41 44 228 70 10
info@vsv-asg.ch
www.vsv-asg.ch
Ombudsman's Office
OFS Ombud Finanzen Schweiz
16 Boulevard des Tranchées
1206 Genf
+41 22 808 04 51
contact@ombudfinance.ch
www.ombudfinance.ch
Do you have a special request? We will be happy to advise you personally.
Address
BLZ Invest AGBrandschenkestrasse 178
P.O. Box 1593
8027 Zürich
T +41 44 201 94 53
T +41 44 201 94 52
F + 41 44 201 94 86
info(at)blzinvest.ch