Asset Management

At Tierra Family Office, we offer personalized investment solutions to high net worth clients, including foundations, trusts, family offices, and private investors with assets valued at $5M CHF or more. Our approach utilizes the purchasing pooling concept, commonly known as asset pooling, which takes into account factors like financial health, market trends, risk tolerance, investor aspirations, and interests when creating a tailored portfolio.

As part of our commitment to transparency, all fees are disclosed upfront to prevent unexpected charges down the line. With a strong track record of success, we’ve managed over $400M CHF on behalf of development foundations and private individuals since 2017, investing in over 50 projects across the globe.

Thanks to our expansive network and partnerships with specialized companies, our clients gain access to unique opportunities beyond traditional fund management, providing exceptional value from our collaborative efforts.

To efficiently and effectively manage the assets of our clients, we carry out the following actvities:

Designing the Investment Strategy

A well thought-out investment strategy is essential to achieving your desired results. Using the asset liability management principles, our experts will develop a plan that balances risk and reward while maximizing potential gains.

Implementing the Investment Strategy

Once the investment strategy is established, we can assist you with putting it into action. Our cost-efficient and transparent solutions ensure that your portfolio is created accurately and efficiently.

Reviewing and Updating Your Portfolio

Circumstances can change quickly, so it’s crucial to regularly reassess your investment strategy. Every two to three years, we’ll conduct a thorough review to make sure your portfolio remains aligned with your current needs and preferences.

Monitoring Performance and Mitigating Risk

Regular evaluation of both assets and asset managers enables us to identify potential issues early on and adjust accordingly. This proactive approach helps minimize losses and increases the likelihood of meeting or surpassing your intended outcomes.

Asset Management