AIZ Aquila Invest AG, is an investment advisory and asset management boutique in the heart of Zurich with an international clientele in a long-standing tradition. Our employees have many years of experience with renowned banks in Switzerland and abroad.
As a partner of Aquila AG, we report directly to FINMA, the Swiss Financial Market Supervisory Authority.
Our philosophy
Keeping customer promises is the basis of our actions. Your long-term financial success is our personal motivation.
If you want to invest your money and have your assets managed, it is advisable to have a partner you can trust and whose decisions you can understand. At AIZ, we work independently of banks and insurance companies: We are only committed to the interests and goals of our clients, you.
As an independent partner, we focus on your needs and develop individual investment solutions for you and your family. To this end, we continuously analyze markets and securities, make investment decisions and monitor the development of your assets within the scope of the mandate. At the same time, we keep an eye out for investment innovations at all the custodian banks in the network.
Transparency, fairness and passion in serving private and institutional customers form the basis of our credibility. Long-standing customer relationships over generations are a guarantee of continuity.
We are independent
You choose your custodian bank from our list of recommendations, we manage your assets for you. Product-neutral and with a transparent price structure. You benefit from the discounts we negotiate on custody fees and transactions at your custodian bank.
We invest successfully
We take a rules-based, holistic and objective approach to investing. We take into account all investment approaches, but combine them with the behavior of investor groups on the stock markets. Excess returns are not a matter of chance. Our clients understand the selection process and are able to comprehend the investment decisions. Regular personal reporting promotes transparency and trust.
Our asset management
When investing, place value on individual, personal and sustainable asset management. Don't leave performance to chance.
With us, you can integrate the entire universe of investment products into your asset management. We have the investment range and conditions of over 35 custodian banks in Switzerland and abroad. The client benefits from our broad-based know-how and the direct, short decision-making channels to the banks.
Our pricing policy is transparent, success-oriented and comprehensible at all times.
Our core competencies
Our contact details:
Urs Oberhänsli
Phone: +41 58 680 11 77
Email: [email protected]
Daniel Jungo
Phone: +41 58 680 11 78
Email: [email protected]
Matthias Lienhop
Phone: +41 58 680 11 79
Email: [email protected]
Wolfgang Lenz
Phone: +41 58 680 11 76
Email: [email protected]
Sincerely, your team of the AIZ Aquila Invest AG
As a Swiss asset manager, the AIZ Aquila Invest Zürich AG is subject to the Financial Services Act (FIDLEG), which on the one hand contains regulations on the offer of financial services and financial products and on the other hand protective mechanisms for investors. For details, please refer to the information letter.
AIZ Aquila Invest Zürich AG
Bahnhofstrasse 43
CH-8001 Zurich
Domicile address
Aquila AG
Bahnhofstrasse 43
CH-8001 Zurich
Phone: +41 58 680 60 00
Aquila AG
PO Box,
CH-8022 Zurich
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