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Asset Management with
Purpose & Meaning

We manage your assets in the framework of an asset management mandate, free from any conflict of interest.

After careful analysis, investments are handpicked by our Investment Committee based on the recommendations of our associated banking partners. Your portfolio is composed of our list of recommended investments, with due regard to your long-term asset goals and taking into account your risk profile and pension scheme.
Our processes and internal controls are geared to the latest regulatory prescriptions, including MiFID, FinIA, FinSA, and FinIO.

Dienstleistungen : Dienstleistungen

Services &


Investment Consulting

For the active investor, we offer personal consulting and systematic portfolio monitoring.

Asset Management Mandate

We take the investment decisions based on the power of attorney in the asset management mandate. You benefit from our prudent asset management without any time expenditure. The investment strategy is tailored to your risk profile and is consistently implemented and monitored.

Execution Only

We execute the securities transactions decided directly by you. Call in or email us your stock orders, we handle their execution.

External Asset Management

TIMBERMAN Asset Management is also a suitable platform for external asset managers looking to handle the challenges of the financial industry and digitisation through a network. 
We handle the administration from A to Z and make available the platform infrastructure comprising licensing, internal controls and corporate governance processes.

Women for Finance

We support women dealing with finance and asset-building and accompany them if required on their way to self-employment.

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Family Office

We handle your administration from A to Z. Administrative services include:

  • Set-up and follow-up of foundations, trusts and other legal entities

  • Foundation and board of trustee mandates

  • Real estate transactions and property management

  • Mergers and acquisitions, company valuations, private equity

  • Succession planning for family businesses

  • Administration of estates, execution of wills, durable powers of attorney, health care surrogate designations and living wills

The Path towards Self-Employment for
External Asset Managers (EAM)

We support, advise and accompany you into self-employment. Our platform is available for:

  • Licensing as "Ordinary Asset Manager"

  • Legal, compliance and risk-management monitoring and reporting

  • Customer relationship management (CRM), on-boarding process for new clients

  • Payments and cash management 

  • Maintaining contacts and exchanging information with custodian banks and authorities 

  • Monitoring investment policy, portfolio management, and investment instruments

  • Synchronization and consolidation of securities accounts

  • Fiduciary services such as bookkeeping with securities accounting, payroll and social insurances, taxes, company incorporations

  • Ongoing and advanced training

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We are always at your disposal. Please do not hesitate to contact us and find out what we can do for you.

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