Independent asset management with Swiss discipline

We support private clients, professionals, family offices and institutional investors with mandates built around objectives, risk profile and time horizon.

The offices of Frame Asset Management at Via Antonio Vanoni 4, Lugano
Via Antonio Vanoni 4 6900 Lugano Switzerland
Investment process

From the client's profile to portfolio decisions

A five-stage process links objectives, analysis, portfolio construction, risk control and reporting.

  1. 01 Profile Objectives, constraints and horizon
  2. 02 Analysis Independent research and selection
  3. 03 Construction Allocation consistent with the profile
  4. 04 Control Monitoring and risk management
  5. 05 Reporting Clear information and regular review
Discover our approach
Investment process
Lugano, Switzerland

Local presence, international perspective.

Operating model

An independent boutique with a structured process

Independence

Open architecture

We select instruments and counterparties according to the client's objectives, free from imposed product ranges or product-driven incentives.

Process

Traceable decisions

Every portfolio decision sits within a documented method: analysis, construction, control and periodic review.

Transparency

Clear reporting

Clients receive intelligible information on positions, risks and management decisions, within an ongoing dialogue over time.

Supervision

A regulated framework

Frame AM is a Swiss asset manager authorised by FINMA and supervised by the supervisory organisation OSFIN.

About us
Operating model
Guiding principle
Preserving and growing wealth with discipline, independence and risk control.
0 Active since
0 Professionals
0 Open architecture
FINMA Authorised asset manager
Frame AM

Asset management that is independent, documented and transparent

We explore objectives, constraints and time horizon in order to define a mandate consistent with the client's profile.

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