Your independent Swiss asset manager
About us
Asset management boutique
Our size, financial independence and streamlined organisational structure enables us to react quickly and provide timely answers to our clients. We can seize opportunities without the bureaucracy often associated with larger institutions, enabling us to respond rapidly to market shifts and optimize investment strategies.
Swissness
As a FINMA licensed asset manager in Switzerland, we take immense pride in our strong commitment to the values that define “Swissness” – precision, reliability, and excellence. Swissness is not just a label; it embodies a set of values that resonate throughout our organization.
Reliability
Switzerland is recognized worldwide for its financial stability and the trustworthiness of its institutions. Since 1978, Baltrag stands as a stable and reliable partner for its clients.
Throughout these years, Baltrag has witnessed the evolution of the financial landscape and has proven its ability to consistently adapt to meet the changing needs.
Precision
Excellence
Our enduring tradition in Swiss private banking has allowed us to build an extensive network of trusted partners and collaborators. We leverage these relationships to provide you with exclusive access to investment opportunities and resources that may not be readily available elsewhere.
Family values
Memberships
Our memberships in the leading industry organizations reflect our commitment to excellence and to stay informed on the latest trends. It is important to us to ensure that we may always provide our clients with the most informed, current and effective advice.