Triaxis AG is a privately run independent asset management company and Multi Family Office service provider based in Zurich, Switzerland. We offer our services and solutions to individual clients, trusts, foundations and private funds.
Triaxis AG is a member of the Swiss Union for Quality Management of Financial Services (VQF) and the Industry Organisation of Independent Asset Managers (BOVV). Triaxis AG therefore complies with clearly defined rules of ethical conduct and professional standards.
ASSET MANAGEMENT
We manage the assets entrusted to us according to the agreed investment directives.
INVESTMENT CONSULTING
We advise our clients with our expertise during the whole investment process, from the investment idea to the portfolio review
ASSET PLANNING
We seek solutions to protect, develop and transfer assets to future generations.
FINANCIAL AND PENSION PLANNING
We create a financial plan to determine your capital and liquidity requirements.
FAMILY OFFICE SERVICES
We offer a wide range of services like tax and asset planning, trustee services and family governance.
COMPLEMENTARY SERVICES
We arrange investment opportunities, the services of experts and possible cooperation within our network.
We continue the dialog with you
– all life long –
WHY CLIENTS PREFER US
- EXPERIENCE -
Asset management and investment consulting since 1983.
Since our foundation in 1983, Triaxis AG specialise in asset management and investment consulting. In this time, we have accompanied our clients during different economic cycles. The members of our team have an average 40 years’ experience in the financial industry.
- ENGAGEMENT -
The client is at the centre of all our tasks and services. We create a personal relationship, listen and take the time necessary to find suitable solutions. This we do with great pleasure and devotion.
- PROFESSIONALISM -
Our team is made up of professionals with deep knowledge of the industry based on solid financial training and many years of experience. We perform the tasks entrusted to us with a high degree of professionalism and innovative financial tools. In doing so, we always comply with high ethical standards.
- INDEPENDENCE -
We work with various custodian banks, do not offer proprietary products and thus avoid conflicts of interest as far as possible. We provide complete transparency in all products and services. In doing so, we pursue the same objective as our clients: the portfolio’s performance.