Why Compass
Experience, Independence, and Tailored Attention.
Why Compass
Compass Asset Management SA is a solid and independent company built around the needs of its clients.
Unlike large institutions, we offer personalized wealth management solutions, seamlessly integrating Asset Management and Wealth Management expertise.
Experience, independence, and bespoke attention.
For over 27 years, we have supported families, entrepreneurs, and institutional investors with tailor-made solutions founded on methodological rigor and direct relationships.
- Proven stability
- Senior team with international experience
- Presence in both Italian- and German-speaking Switzerland
- Integrated management across Asset and Wealth Management
- Proprietary investment vehicles
- Independent and transparent approach
A trusted independent reference in wealth management in Switzerland for over 27 years
A History of Resilience and Strength
Since 1998, Compass has faced the major challenges of global markets with consistency and discipline, continuously strengthening its structure and relationships.
This resilience has established the company as a reliable and long-term partner, even in the most complex market environments.
A Client-Centered Relationship Model
In a landscape where many operators focus exclusively on large portfolios, Compass stands out for its truly dedicated approach: each client receives attention, confidentiality, and continuity, with no compromise on service quality.
Proven Professional Expertise
Our team combines decades of international financial market experience with deep knowledge of regulatory, fiscal, and operational dynamics, delivering tangible value in every client relationship.
Strategic Presence in the Heart of Switzerland’s Financial Centers
With its headquarters in Lugano and a branch office in Zurich, Compass is positioned at the core of Switzerland’s main financial hubs, ensuring direct and comprehensive support at both national and international levels.
Synergy Between Asset Management and Wealth Management
Few firms of our size can boast such a close integration between active investment management and strategic wealth advisory.
This synergy enables us to deliver comprehensive, coordinated, and conflict-free solutions.
Direct Management of Investment Vehicles
Compass holds equity interests and exclusive management responsibilities for regulated funds and sub-funds, providing an independent investment platform that ensures full control of processes and complete operational transparency.