ALIGN YOUR INVESTMENTS WITH YOUR WAY OF LIFE

1

Looking for an advisory that reflects your progressive values?

At Assarée you can expect an offering and experience that is aligned with your way of life

2

Looking to actually understand your investments, empowered to share your opinion and ideas?

  • At Assarée you can expect investing to be less abstract and at eye-level. Investment documentation is created for you to be empowered to take agency on your investment decisions
  •  An Assarée Membership grants access to Assarée Experiences (the first step for you to go about investing = pulling your very own lever for change)

3

Are you looking for investing to fit in with your daily activities and personal interests?

At Assarée you can expect to co-create a story to your wealth through purpose-driven investing in addition to performance

4

Are you a qualified (Assarée) investor?

Assarée co-investments are open to other high-net-worth individuals (aligned with Assarée values) who either
(I)
have assets of at least CHF 2 million at their disposal
(II) based on training, education, and professional experience / comparable experience in the financial sector, possess the necessary knowledge to understand risks associated with private market investments and have assets of at least CHF 500’000 at their disposal.

5

Take agency today, making purpose-driven investments and products status quo = collective impact!

Get in touch:
membership@assaree.com

Unique, Making sustainability desirable.

Transparent, Without transparency, there is no sustainability.

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