Our company
Founded in 2007, Palomar Asset Management Ltd. ranks among the most important independent asset managers in Switzerland, with over CHF 1.7 billion assets under management.
Our philosophy
Palomar Asset Management Ltd. is an independent asset manager and therefore free of conflicts of interest or obligations. We value entrepreneurship and satisfy the highest professional and ethical standards. We pursue a long-term, conservative investment strategy.
Our core skills
Our core skills consist in providing asset management services to private and institutional clients and services to family offices. We only choose investment solutions and services that meet our clients’ requirements completely while safeguarding their interests. We take no commission on sales and accept no retrocession fees (kickbacks) from banks and fund managers.
Our work
Our tight-knit team in Zurich represents our clients’ interests every step of the way, both in choosing the most cost-efficient investments and in liaising with the relevant custodian bank. The fee structures we agree to with our clients are simple, transparent, and fair. Cost optimisation of an investment portfolio is essential in order to succeed in achieving superior investment results, in particular considering today's low interest rates.
Supervisory Organizations
Palomar Asset Management is authorized by FINMA (Swiss Financial Market Supervisory Authority), pursuant to Art. 17 FINIG, to provide asset management services and is supervised by the organization AOOS (Supervisory Organization for Asset Managers and Trustees). In addition, Palomar Asset Management AG is a member of the Ombuds Office OFS (Ombud Finance Switzerland).