Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets. We are completely independent and motivated by a long-term entrepreneurial spirit centered on the satisfaction of our customers.
Our company began managing the wealth of private clients through discretionary management mandates, mainly investment funds, to later evolve into an investment fund consultancy and management business.
Our success is based on understanding each client's attitude towards risk, sharing long-term investment objectives, transparency, reliability and providing competitive performance. Our portfolio management generally seeks to pursue absolute returns. Taking into account the investment time horizon, our commitment is to generate positive and sustainable returns by mitigating the volatility of the financial markets.
In February 2007, the Swiss Federal Banking Commission (FINMA) granted Compass Asset Management its first authorization as an investment manager of foreign funds under the new Collective Investment Schemes Act (Licol).
Since 2017, the company has been authorized by FINMA (Financial Market Supervisory Authority) to operate as a dealer in securities pursuant to Article 25 paragraph 3 of the Stock Exchange and Securities Trading Ordinance of 2 December 1996.
Areas of expertise
Asset management (SICAV, SIF, offshore, managed accounts, funds with external advisors), individual portfolio management, fixed income securities trading, fund selection, portfolio and asset planning, risk management
Company Details
- Employees
- 23
- Founded
- -
- Address
- Via Magatti 6, Lugano,ticino 6900,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- compass-am.com
- Keywords
- Asset Management, Individual Portfolio Management, Fixed Income Trading, Funds Selection, Wealth Management, Portfolio & Wealth Planning, Risk Management.
- HQ
- Lugano, Ticino
Compass Asset Management Sa Questions
Compass Asset Management Sa's website is compass-am.com
Compass Asset Management Sa's LinkedIn profile is https://ch.linkedin.com/company/compass-asset-management-sa
Compass Asset Management Sa has
23 employees.
View email and phone details for 23
employees at Compass Asset Management Sa.
Compass Asset Management Sa's industry is
Financial Services
Compass Asset Management Sa's top competitors are
Copernicus Wealth Management,
Brightside Capital,
Pkb Private Bank,
Auriga Partners Sa,
Crossinvest Sa,
Kiss Asset Management,
T4 Capital,
Pharus Asset Management,
Frame Asset Management,
Aequitum Sa.
Compass Asset Management Sa's categories are Financial Services
Compass Asset Management Sa's founding year is 1998
