Fontaris is a legally and financially independent Company, managed by it's owners, located in Berne, the fountain and Capital of Switzerland. Fontaris is a member of the Swiss Association of Asset Managers SAAM. SAAM's self-regulating body monitors it's members on their adherence and compliance of all legal provisions (Swiss Money Laundering Act).
Our financial independence and the quality of our consulting services help guarantee that our activities remain geared to the long-term and provide an integrated offering with the interests of our clients at heart.
We consider our main asset to be the satisfaction of our clients. Our personalised service guarantees absolute confidentiality. Your personal adviser is your independent partner in all questions on wealth management and supports you comprehensively in finding solutions.
We take our time to get to know the needs, ideas, wishes and objectives of our clients and use this knowledge to develop tailor-made solutions.
Our asset management and investment consulting services are subject to a holistic review of your phase in life, your needs, your desires and your goals.
Your willingness to take risks, ability to take risks and your investment horizon will determine your investment objective, the strategy and selection of the building blocks that we select for your portfolio.
Our passion is for financial markets and we implement our investment strategy thoughtfully and systematically. We review the established strategy and the quality of the building blocks. We seize opportunities as they appear. Diversification alone is not enough for us!
Investment funds are regulated investment products that serve as long-term and diversified investment options. Our mandate solution: Structured portfolio management with investment funds.
Partnership and transparency create confidence and a sustainable environment.