ROSERT Asset Management AG is an independent asset manager which takes care of the family wealth of clients and provides tailor-made investment services.

Philosophy

Our Values

Independence

Being independent means acting and managing for the multi-national families, finding them  the best solutions for complex issues without any conflict of interest.

Sustainability

From one side, to find ethically correct investments from an environmental and social point of view. On the other side, to build and retain the highest level of Family Governance.

Protection

We protect family wealth by managing the banking assets and  coordinating complex tasks with our business partners on the legal and administrative side.

Transparency

Being honest with the client in all aspects, including fair and transparent pricing.

Professionalism

Each member of our team has more than 15 years of banking experience, the best qualifications in the field of portfolio management and a proven track record of outstanding performance in the financial markets.