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Albin Kistler AG
Private Wealth Manager
Albin Kistler is a traditional asset and private wealth manager headquartered in Zurich with a representative office in Chur. It focuses on wealth management for domestic and international private and corporate clients, as well as foundations and pension funds.
Overview and Management
Establishment Year
1995
Mission
Emphasis on long-term growth, entrepreneurship, transparency, and security while avoiding short-term actions. They believe in offering personalized client care and direct investments based on proprietary research.
Values
Credibility, fairness, passion, diligence, transparency, loyalty, and fairness.
Investment Roles
Direct Investor
Participant Demographics
Over 95% Swiss clients, with a balanced portfolio between private wealth and institutional funds.
Generational Wealth Planning
Offers tailored strategies for private wealth management and long-term investment, including Vorsorge (pension) mandates.
Risk Tolerance
Conservative approach with a focus on security, total return, and avoiding bank products.
References or Case Studies
References through performance metrics and client relationships, such as long-term management of private and institutional funds.
Team Experience
Over 25 years of establishment with 47 employees, including 20 analysts, portfolio managers, and client advisors.
Notable Achievements
Organic growth to CHF 9.0 billion AUM; recognized as a leading research house in Switzerland.
Project Track Record
Long-term client relationships and successful pension fund mandates.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
FINMA-regulated.
Compliance History
No major issues reported.
info@albinkistler.ch
Phone Number
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Address
Zurich Switzerland