Cat Holding

Private clients and family offices rely on Asserta Asset Management AG as a professional platform for personalized, custom-designed mandates. Each client's investment profile and risk tolerance is mutually elaborated in a one-on-one analysis. A perfect equilibrium regards safety, liquidity, and returns is maintained to achieve the jointly agreed investment objective. Clients can benefit from our Contacts with a large number of reputable swiss and and foreign financial institutions.

Referrals are always exclusively limited to those banks that best match the client’s personal, individualized investment strategy.

The concept is rooted in sustainability, continuity, and trust. Client care extends from the initial contact with a Swiss bank all the way to complex market transactions. Despite their decades of experience, the investment specialists at Asserta Asset Management AG are not prone to monotonous routine: each client is a fresh incentive.

Catam Asset Management AG develops investment techniques in both classic and alternative asset management, administrates and distributes a number of funds, and offers private-label fund solutions for external professional asset managers.

Catam Asset Management AG serves high-net-worth individuals as an advisor in all wealth-related issues – in both the classic and alternative investment segments. The focus of our entrepreneurial principles is on personalized counsel and a spirit of partnership. The activities of our professional portfolio management teams are transparent and client-centric. All advisors who serve private clients have many years of experience in private banking and portfolio management.

Apart from traditional asset management services for private clients, Cat Asset Management AG also offers an actively managed suite of funds. Our funds plug into existing market niches so they optimally complement a classically managed portfolio, be it within the scope of a conservative or dynamic mandate. The profound market know-how of all fund managers in their respective specialty fields is based on many years of experience in international trading and fund management as well as an exceptionally broad network in the financial sector. The fund managers are specialized in the segments Japan, Asia, convertible bonds, and alternative investments; they all have years of experience in international equity and derivatives trading. This repository of experience and industry relationships is an optimized source of synergies.

As an accredited asset manager subject to FMA supervision, Catam Asset Management AG can develop customized private-label funds for independent Liechtenstein or Swiss asset managers. Thanks to its lean structure, Catam can flexibly and quickly respond to a constantly changing regulatory environment. We nurture excellent relationships with all major Liechtenstein banks and fund administrators.