Heissenberger Wealth Management Ltd. is an independent boutique asset management company based in Zurich, specializing in liquid investments. The company was founded in 2018 by Björn Heissenberger.
The lean setup of our business, a strong focus on high quality individual stocks and individual bonds, and a concentrated approach to portfolio construction allow us to offer what creates real value for the investor:
Focus on the best performing businesses available on the market.
As a successful and critical investor, our investment management is based on hard facts instead of uncertain forecasts or the opinion of others.
Björn Heissenberger, owner and managing director
Email: heissenberger@h-vv.ch
direct: +41 44 254 38 86
"I am the founder of Heissenberger Wealth Management Ltd. and to this day I am the sole shareholder of the company.
After my studies as a financial analyst and many years of experience as a bank advisor in wealth management, I realized that the net returns of client portfolios can be noticeably optimized. Larger financial institutions and wealth managers are subject to certain market constraints that deliver less good results for their clients.
As an independent boutique, we are fortunate to be able to consistently follow our own investment principles.
With the aim of offering wealthy investors higher risk-adjusted returns, I founded Heissenberger Wealth Management Ltd.".
Wealth Management in Three Steps - How to Achieve Your Goals:
Our structured investment process guarantees that your investment strategy is implemented according to your needs and that the development of your assets is systematically monitored at all times.
Which strategy fits you best?
In accordance with you, we create a risk profile, which takes into account your wishes and investment goals. You tell us what return you expect and what fluctuations in value you are willing to accept. Based on your wishes and ideas, we create the best possible portfolio for you.
You benefit from our expertise
We examine more than 22,000 companies in the developed and emerging markets. Among other things, we look for high cash flows, defensive balance sheets and high returns on capital. Using our quantitative selection process, we ensure that only the best companies find their way into your portfolio if they can also be bought at favorable prices. In doing so, we act like a far-sighted entrepreneur in search of suitable takeover targets.
Safety due to continuous risk monitoring
We monitor our client portfolios on an ongoing basis in order to be able to react as quickly as possible in the event of changing conditions. Our focus here is on monitoring the key economic and corporate data of all securities in your portfolio. Regular review meetings keep you up to date and ensure the highest possible transparency.
Why clients prefer us
We invest our own investment in the same way as we invest our customers' assets.
We avoid all additional product costs by investing exclusively directly in stocks and bonds.
We act absolutely independent and do not accept any financial incentives from third parties.
Our goal and the goal of our customers are congruent. Your portfolio performance and your satisfaction are our success.
We use scientifically proven investment strategies that have stood the test of time.
The result: increased returns with reduced risk.
Heissenberger Vermögensverwaltung AG is a financial institution affiliated with FINcontrol Suisse AG within the meaning of the Financial Institutions Act FINIG and is therefore subject to the ongoing supervision of FINcontrol Suisse AG. FINcontrol Suisse AG is a supervisory organization within the meaning of the Financial Market Supervision Act.
