Montaris AG presents a rich history marked by continuous growth, adaptability, and an unwavering commitment to delivering value to affluent private clients, family offices, and institutional investors.
With over 20 years of experience, we are an independent asset management firm regulated by FINMA. Our success is defined by our ability to seamlessly adapt to market dynamics, foster innovation, and nurture long-lasting client relationships.
Founded in 2003 in Basel by a group of experienced financial experts united by a common vision, Montaris AG has evolved into a trusted partner in asset management in Switzerland. From the very beginning, our mission has been to provide our clients with tailored and sustainable investment solutions that cater to their unique needs.
The recent opening of our Zurich office, alongside a successful generational transition, marks an exciting new chapter for our company. This strategic move has allowed us to diversify our services and enhance our offerings with specialized investment solutions and sustainable strategies.
Our newly assembled team of client advisors and portfolio managers exemplifies our commitment to excellence, sustainable growth, and the highest standards of discretion. Together, we are laying a robust foundation for long-term partnerships and enduring success in today’s dynamic financial landscape.
