Our management business model is comprised of integrating our management services to deliver high quality customized solutions for our clients.

An internationally recognized Private Client Division offering expertise that has been built upon extensively over the last few decades.

What We Offer
We offer a variety of investment solutions to meet the client’s specific needs.
  • Global & absolute return fixed income
  • Emerging market equities
  • Direct investments
  • Responsible investment/impact investing
  • Global Equities
  • Alternative investments

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Through the use of discretionary mandates and advisory services, we develop innovative and reliable solutions for our clients.

Discretionary mandates are customized solutions that offer a variety of profiles and choice of reference currencies. Advisory services are solutions provided to clients who want to maintain control of their investments while benefiting from our expertise. Clients who want to manage their assets independently often use the execution-only mandate.

Our services allow our experts to provide long-term, consistent solutions that comply with law and regulations.

Aspen Asset Management AG also provides Family Office Advisory to wealthy individuals to setup and support services for their single-family and multi-family offices.

Aspen Asset Management AG is always looking for opportunities in real estate, commercial aviation, new technologies, commodities, and renewable energies by proactively establishing a global network. These opportunities are tailored to the client’s risk tolerance, areas of interest, and regulatory constraints.

Advisory Services
You make your own investment decisions. Aspen Asset Management AG will advise you and provide you with unparalleled expertise and resources.
Advisory services - Aspen Asset Management AG

Our advisory service is based on robust and realistic risk assessment strategies and your approach to financial management. Your advisor will take time to talk through your current financial situation, aspirations for the future and attitude to investing.

Based on a thorough understanding of your asset and future-planning prospects, they will seek out the best opportunities based on your needs. You remain in control, and if there are any aspects of the advice that you do not wish to pursue, your advisor will find alternatives.

Guided by innovative research

All our investment and financial advice is guided by innovative research and the latest market intelligence. However, and wherever you decide to invest, as part of our ongoing commitment to enhancing your wealth, we constantly review the markets and forensically examine new investment opportunities, ensuring we are always ahead of the game, making your assets work towards your long-term financial goals.

When you invest in our advisory services, we invest in you. We do the research and make recommendations on your behalf, but you make the decisions.

Wealth Planning
Aspen Asset Management AG offers Wealth Planning services to our private clients that serve as a true value-add to their portfolio.
Services that we provide includes
  • Estate assessment
  • Consolidation of assets
  • Tax planning (including cross-border issues)
  • Wealth structuring
  • Asset protection
  • Ownership and controlling strategy
  • Estate planning
  • Family matters and governance
  • Philanthropy
  • Family offices

We work with our clients, their advisors, and external experts to develop the most helpful tax and wealth planning strategy for our clients. We can quickly adapt our approach to our client’s needs by identifying and understanding the global tax and regulatory environment.

Tax and Wealth Planning often calls for regional specialization and dedicated service.

We cover clients in different countries. We have in-depth knowledge of local environments for ultra-high-net-worth clients. Optimizing our client’s tax planning while growing our client’s wealth to prepare to be passed down to the next generation is the crucial work we do.

As our long-term clients often say, “Our relationship is one based on trust.” We cement our trusting relationship every day through our diligent understanding of our client’s needs and dedicated services.

Comprehensive Service

In conjunction with portfolio management, at the request of the client, we will help clients understand tax implications for specific structures, dedicated funds, life insurance products, and more. Our team of qualified tax and law firms and external providers go through a stringent due diligence process to provide a full range of services that are based on impartial judgments and objective expertise.

Diversification
Aspen Asset Management AG identifies private-market investment opportunities from all over the world for our most sophisticated clients.
Diversification - Aspen Asset Management AG

Clients who require diversification beyond the traditional investment categories by making tangible assets a part of their portfolio can take advantage of our network of managers and investors to discover many highly valued opportunities.

At Aspen Asset Management AG, we focus on asset classes such as real-estate development, commercial aviation, new technologies, commodities, and renewable energies. We discover and present opportunities that are often in line with macroeconomic trends.

If you’re looking to diversify your investment portfolio to spread your risk more broadly, we can help you find alternatives that complement and enhance your existing wealth management strategy.

Years of experience

Our asset managers possess years of experience tapping into alternative investment options. They can offer a vast range of solutions that match your investment approach but have a low correlation with the core financial markets, so they are not susceptible to major market fluctuations.

Traditionally diversification has been seen as a means of loss prevention. But look around the world at innovative start-ups that have performed way beyond expectations due to the fact that almost anything has a global reach, and you see investment potential that could make diversification far more of a wealth boost than previous generations of investors could have anticipated.

We can help you identify the best diversification options to complement and enhance your existing investment portfolio.