The customer is our focus!
After a detailed discussion with the client and/or the customer, where the investment objectives, the risk capacity, the return expectations, the purpose of the investment capital and the investment horizon are explained, we determine the investment policy together with the customer. In principle, we select individual securities and not funds, ETF's, etc. Any retrocessions or distribution fees are refunded in full.
Our strength is the style, private, discreet and very personal with the claim of trustful cooperation and individual advice. Our security-conscious investment policy is geared towards positive, long-term performance with a time horizon of 3 - 5 years.
Either a basic fee as a fixed percentage of fixed assets and/or a profit-sharing fee is agreed with the client.
As an independent asset management company, we offer personnel continuity in the long-term support of our customers. Proximity to our customers remains the most important thing, even in the digital world. We live this by discussing investments in at least two personal meetings per year and, if necessary, also by telephone.
The client advisors of Aquila Confidentia AG have a combined professional experience of more than 60 years.As a Swiss asset manager, Aquila Confidentia AG is subject to the Financial Services Act (FIDLEG), which on the one hand contains regulations on the offering of financial services and financial products and on the other hand contains protective mechanisms for investors. For details please refer to the information letter.
Aquila Confidentia AG
Bahnhofstrasse 43
8001 Zurich
Tel: +41 58 680 12 40
[email protected]
Domicile address
Aquila AG
Bahnhofstrasse 43
CH-8001 Zurich
Phone: +41 58 680 60 00
Aquila AG
PO Box,
CH-8022 Zurich
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