de | en
Company
de | en
Company
Focus points
Services
Types of mandates
Investment process
Fees
Team
Contact

Our company

Founded in 2007, Palomar Asset Ma­nage­ment Ltd. ranks among the most im­portant in­de­pen­dent asset ma­na­gers in Swit­z­er­land, with over CHF 1.7 billion assets under ma­nage­ment.

Our phi­lo­so­phy

Palomar Asset Ma­nage­ment Ltd. is an in­de­pen­dent asset manager and the­re­fo­re free of con­flicts of in­te­rest or ob­li­ga­ti­ons. We value en­tre­pre­neurship and satisfy the highest pro­fes­sio­nal and ethical stan­dards. We pursue a long-term, con­ser­va­ti­ve in­vest­ment stra­te­gy.

Our core skills

Our core skills consist in pro­vi­ding asset ma­nage­ment ser­vices to private and in­sti­tu­tio­nal clients and ser­vices to family offices. We only choose in­vest­ment so­lu­ti­ons and ser­vices that meet our clients’ re­qui­re­ments com­ple­te­ly while safe­guar­ding their in­te­rests. We take no com­mis­si­on on sales and accept no re­tro­ces­si­on fees (kick­backs) from banks and fund ma­na­gers.

Our work

Our tight-knit team in Zurich re­pres­ents our clients’ in­te­rests every step of the way, both in choo­sing the most cost-ef­fi­ci­ent in­vest­ments and in li­ai­sing with the re­le­vant cu­s­to­di­an bank. The fee struc­tu­res we agree to with our clients are simple, trans­pa­rent, and fair. Cost op­ti­mi­sa­ti­on of an in­vest­ment port­fo­lio is es­sen­ti­al in order to succeed in achie­ving su­pe­ri­or in­vest­ment results, in par­ti­cu­lar con­side­ring today's low in­te­rest rates.

Su­per­vi­so­ry Or­ga­niza­t­i­ons

Palomar Asset Ma­nage­ment is aut­ho­ri­zed by FINMA (Swiss Fi­nan­ci­al Market Su­per­vi­so­ry Aut­ho­ri­ty), pur­suant to Art. 17 FINIG, to provide asset ma­nage­ment ser­vices and is su­per­vi­sed by the or­ga­niza­t­i­on AOOS (Su­per­vi­so­ry Or­ga­niza­t­i­on for Asset Ma­na­gers and Trus­tees). In ad­di­ti­on, Palomar Asset Ma­nage­ment AG is a member of the Ombuds Office OFS (Ombud Finance Swit­z­er­land).

Or­ga­niza­t­i­on chart (pdf)