Baltrag AG

Baltrag AG is a legally and financially independent asset management company. For 4 decades Baltrag AG has now been managing the wealth of its international private clients. Through our longstanding business experience, we may combine a forward-looking, but historically aware investment approach. As a Swiss based asset manager, we cultivate the traditional values of Swiss banking. However, in contrast to Swiss banks, our independency allows us to cherry pick from the whole investment universe whatever best suits the clients’ needs. With a dedicated and competent team of specialists, we provide a comprehensive asset class offering. Our relationship-driven approach enhances our ability to ensure best services and solutions for each individual client. Our focus is on delivering tailor-made personal investment strategies for individuals and/or entire families. Our utmost target is to achieve the best possible result from risk-return perspective by combining a broad diversification of traditional asset classes as well as with investments in megatrends. We carefully choose the individual investment product and keep always a sharp eye on the fees and costs involved with the investment. With our family office services, we provide holistic advice and guidance to our clients in all their financial affairs e.g. in the field of estate planning, real estate etc. We may assist with the formation and administration of any corporate or trust structure the client may need and have our own Swiss trustee company. Our size and streamlined organisational structure enables us to react quickly and provide timely answers to our clients. We work together with a number of reputable Swiss and foreign banks which are acting as a custodian of our client’s assets to suit all different kinds of clients’ needs. In Switzerland, Baltrag AG is an authorised financial service provider being a member of the required self-regulatory organisation (Verein für Qualitätsförderung von Finanzdienstleistungen) and the Industry Organisation of Asset Managers (Branchenorganisation für Vermögensverwalter).