Wenzinger & Tschan Finanz AG

Holistic
asset management

“A true partnership is built on trust, personal contact, and a deep understanding of our clients’ individual needs.”

“True luxury is providing solutions that are as unique and personal as our clients’ needs.”

"Is it presumptuous to aspire to regularly beat the index and at the same time aim for maximum security?"

"Success comes from entrepreneurial courage and far-sighted action - making decisions today that will endure tomorrow"

WENZINGER & TSCHAN FINANZ AG

Your partner for all financial matters.

As an independent and passionate asset management company, we place the highest value on client relationships built on partnership. This means for you consistent and direct contact, personalized support, and tailored solutions.

We are a family-owned asset management company offering client-centric, forward-thinking and tailor-made financial solutions. With our years of experience, we support our clients through every stage of life and all of its circumstances.

Thanks to our financial boutique system, which is uniquely tailored to our clients’ individual needs, we provide exclusively customized solutions with 100% personal service.

For us, enthusiasm, passion and reliable client support are more than just marketing buzzwords – they are the foundation of our long-term client relationships.

From left to right: Seline Wenzinger, Walter Tschan, Markus Schmidig, Egon Wenzinger

TRUST GROWS FROM UNDERSTANDING

Recognised by BILANZ

BILANZ award: Best Equity Strategy and Best Performance in Relation to Risk

The renowned Swiss business magazine BILANZ has named Wenzinger & Tschan Finanz AG Switzerland’s Best Asset Manager 2025. Special emphasis was placed on our outstanding equity strategy and our above-aver-age performance relative to risk.

The data underlying this award is based on our performance and Sharpe ratios from the past three years. All figures come from specific, anonymized client portfolios monitored over several years.

The BILANZ Asset Manager Ranking is the only Swiss private banking rating based exclusively on objectively measurable data – there is no jury, as only the numbers matter.

This recognition highlights the high quality of our tailored investment strategies and our consistent client focus. The award is not only an honor but also an incentive for us to continually improve, with the goal of providing our clients first-class asset management at the highest level moving forward.