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Frumos Asset Management AG

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Frumos Asset Management AG

Overview:

Frumos Asset Management AG sees itself as a reliable partner for all aspects of your assets.
We pursue a long-term and conservative investment approach. Constant advanced training allows us to satisfy the highest demands of quality.

As an independent asset manager, the aim is to establish long-term, fair and trustworthy customer relationships. To us, important values are continuity in support and counselling, independence in product selection and individuality. Our primary focus is on our customers’ needs. The asset manager and your key account manager are one and the same person. This leads to a better understanding of your needs, desires and objectives.

Marc Caggiula founded Frumos Asset Management AG in August 2010. After 15 years in the banking segment, he decided to become self-employed. His aim was to spend more time with his clients again, instead of dealing predominantly with executive and project assignments. The manageable customer base since turning self-employed as an independent asset manager has created more time – and thus more added value – for each individual customer relationship.

Frumos Asset Management AG started operations on 1 November 2010. From the outset it has been an active member of the Swiss Association of Asset Managers SAAM (self-regulating organisation SRO under the supervision of the Swiss Financial Department).

Our promise
You and your family are our main concern. We create added value for you and your assets, thanks to our independence and our integral way of thinking and action. Our business model is designed for the long-term. Our aim is to accompany and extensively support you and your family for decades – in a cooperative and competent capacity. Your trust is our daily motivation, our driving force. We’re more than happy to take on your assignments.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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