Professional asset management

successfully with passion since 1995

Authorized and supervised in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA) and in Germany by the Federal Financial Supervisory Authority (BaFin)

Wydler Invest Management - discussion in the lounge

Professional asset management

successfully with passion since 1995

Authorized and supervised in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA) and in Germany by the Federal Financial Supervisory Authority (BaFin)

Our credo

For this we stand

Wydler Invest Management - Focus on the customer

Customer in focus

We respond to your wishes and questions in detail and explain the process of asset accumulation in a transparent manner.

The goal is to invest your assets sensibly and sustainably and to relieve you of any effort so that you have more time for your life goals.

Your advantage

You do not need any previous experience, we will get an overall picture of your personal situation and preferences and develop an investment strategy with you that is optimal for you.

Wydler Asset Management - Holistic approach

Holistic approach

We are your contact for investments, real estate, taxes and pensions.

Thanks to our broad network, we have contacts to absolute specialists for each individual topic.

 

Your advantage

With us, you receive customized, individual and comprehensive financial planning from a single source.

Wydler Invest Management - Professional Expertise

Professional expertise

Our highly qualified financial professionals bring years of experience to the management of your assets.

We closely follow the financial markets to identify the best investment opportunities for you individually according to your specifications in a profitable way.

Your advantage

With us, you receive expert advice for your personal wealth accumulation. In the important areas, you will be given the best possible approach right at the start.

Wydler Invest Management - Risk Management

Risk management

We have experienced the highs and lows of the financial world and are prepared for many eventualities.

We help you to protect your assets by identifying risks and implementing suitable preventive protection mechanisms.

Your advantage

We are aware that the market or your circumstances may change. We create the optimum opportunity and risk mix for you with relevant hedging mechanisms.

Knowledge to the point.

Your assets in the right hands

In this video we have compiled the most important answers to your questions about asset management by Wydler Asset Management. This will give you clarity in your investment decisions. Of course, we are always personally available for further questions and open points, feel free to contact us directly.

Our services in numbers

WHY CHOOSE US

Million CHF customer deposits

Years of cumulative experience

%

Individual supervision

About Wydler Asset Management

YOUR RIGHT CONTACT PARTNER

Whether you are a private individual, family, family office or foundation -- we will provide you with individual, personal advice free from conflicts of interest. With asset management tailored to your needs, together we will achieve the goal of continuous, substantial growth of your assets. As an individual mandate or via our funds.

As a company licensed and supervised in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA) and in Germany by the Federal Financial Supervisory Authority (BaFin), we can guarantee you maximum independence.

Reliable, strong, successful -- for over 25 years.

Wydler Asset Management - Office consulting - Employees Christian Weber and Evelyene Haltenberger

Our partners

Thanks to our two company locations in Switzerland and Germany, we work together with many partners to ensure optimal wealth accumulation for you. We will give you a clear picture of the right choice of partner for your personal situation.

A team of experts with many years of experience

Wydler Asset Management - Teambild Hover mit optimiertem Kragen
Avoid mistakes - recognize risks and win the game of money

Free digital brochure

We keep you up to date

Sign up for our newsletter free of charge and receive regular news on wealth management. After registration, you will receive our digital brochure “Avoiding Mistakes, Recognizing Risks and Winning the Money Game” with the ten golden rules for successful investing.

Current topics on asset management

Monthly report April 2024

In April, the upward trend on the financial markets, which had been ongoing for months, came to a halt.

Monthly report March 2024

The stock markets continued their record-breaking run in March, repeatedly reaching new highs.

Wydler Asset Management once again among the top 50 asset managers in Switzerland

We are proud that we are once again among the TOP 50 INDEPENDENT ASSET MANAGERS 2024 Switzerland, as we were last year.

Savings plan calculator

Saving – an outdated model or more in vogue than ever? On the surface, you might think that saving is a relic from a bygone era, a kind of extinct custom from the last millennium. The fact is, however, that the savings rate of private households (by...

Monthly Report February 2024

In February, the stock market music played in the USA and Japan in particular, while the stock markets in the rest of the world largely treaded water.

Monthly Report January 2024

The stock markets made a subdued start to the new year. The surprisingly strong US labour market data caused government bond yields to rise, leading to a certain degree of caution among investors.

Monthly Report December 2023

A volatile and challenging year on the stock markets has come to a thoroughly conciliatory end

Monthly report November 2023

A strong countermovement

Monthly report October 2023

October lives up to its reputation!

Quarterly Report Q3/2023

This year, the summer saw ups and downs on the stock exchanges, ranging between five and ten percent, depending on the market.

Wydler Asset Management among the best 50 asset managers in Switzerland

We are very pleased to have been selected as one of the TOP 50 INDEPENDENT ASSET MANAGERS 2023 Switzerland in the Citywire Switzerland Awards.

This award is so significant because there are almost 2200 independent asset managers in Switzerland. To be among the top 2.3% here is a great confirmation for us of our many years of successful activity. Since our start in 1995, we have proven ourselves through numerous crises and delivered value to our customers even in difficult times.

In particular, we were recognized in the ESG/Sustainability category. Sustainability is not just a phrase for us, but an attitude and a long-standing component of our investment culture.

The Wydler Global Bond Fund

Awarded the DEUTSCHEN FONDSPREIS 2021 in the category Bond Funds Global, rating “outstanding“.

How did we manage that? The solution: “Passion with applied expert knowledge.” You want to secure yourself in old age and ensure that your money grows reliably? Your aspiration is to have clarity in all situations in life? Plain language is our capital.

For detailed information, please contact us in person, by phone, via Microsoft Teams or Zoom. Please feel free to contact us at any time.

Lived responsibility. For this generation and the next.

Wydler Asset Management has signed the United Nations Principles for Responsible Investment (PRI).

NICE TO MEET YOU

Nothing beats a face-to-face meeting. Of course, we are also available to you via video conference. Just the way you want it. Just leave us your contact details and we will get back to you.

The process

1. Formular ausfüllen

Please take a moment to fill out the form so that we can best prepare for a discreet initial consultation.

2. Discreet initial consultation

During a first meeting we will clarify if and how we can help you.

3. Strategy talk

During a final strategy meeting we discuss the process, the concept and the approach of the collaboration for your personal portfolio. Here we go!

Briefly fill out the form

You are also welcome to contact us directly

Wydler Asset Management Profile Picture - Christian Weber
Christian Weber - Senior Relationship Manager

Christian Weber

Senior Relationship Manager

Tel: +41 44 575 18 29
E-Mail: christian.weber@wydlerinvest.ch

Wydler Asset Management AG
Korporationsweg 13c
CH-8832 Wilen b. Wollerau

How to find us by car.

From Zürich:
Freeway A3 direction Chur, exit Wollerau, then turn right into Roosstrasse. After the freeway underpass, continue right to the freeway entrance in the direction of Zurich. In the entrance loop to the highway, turn left into Verenastrasse and then into Korporationsweg. After about 100 meters, you will see the BVG building on the right. From here follow the sign to Korporationsweg 13c. Parking and entrance are located behind the BVG building.

From Chur:
Freeway A3 direction Zurich, exit Wollerau, then turn DIRECTLY into Verenastrasse -- Attention: After the exit Wollerau the turn-off Verenastrasse follows already after 20 meters. From Verenastrasse turn left into Korporationsweg, after approx. 100 meters, you will see the BVG building on the right. From here follow the sign to Korporationsweg 13c. Parking and entrance are located behind the BVG building.