In times of globalisation and increasing market volatility, we manage your portfolio in a professional and cost-efficient way. The objective is to achieve long-term growth of your assets, based on your predefined client risk profile and investment strategy.
The professional portfolio management and consolidation solution from etops provides you with a comprehensive overview of your assets deposited with different banks. With your personal login, you may have online access to your portfolio and historical performance at any time.
Portfolio analysis is the process of studying a portfolio to determine whether it meets the client's needs, preferences and resources. Our analysis focuses on the investment horizon, the quality, diversification, expected return and market liquidity of the investments as well as the reference currency of the portfolio.
We have been an independent and successful asset manager in Zurich since 2001. Continuity and long-term appreciation of the client’s assets are our main priorities. We invest according to the client’s needs and personal situation.
Our strength is the successful selection of listed Swiss companies and in the precious metal sector. Our core competence is the traditional asset management. Our services also include the consolidation of client’s assets deposited with different banks and a comprehensive portfolio analysis.
Michael Jenny holds a Swiss federal diploma in business economics. From 1997 until 2000, he was jointly responsible for the development of investment consulting at Credit Suisse in Zurich. In 2000, he began working for Sarasin, the Basel-based private bank, where he worked for 13 years. From 2010, he was Head of Trading Advisory for external asset managers. In 2013, he moved to the Zurich-based private bank Vontobel and was responsible for the development/expansion of investment advisory services for external asset managers. Michael Jenny has been partner and managing director of Inversion Asset Management AG since January 2018. He is married and has two children.
Thomas Herren graduated from a higher business school, followed by two years of on-the-job banking training. Between 1980 and 1994, he worked at Credit Suisse in the securities department, in the portfolio management and investment advisory. From 1986-1987 Thomas worked for Credit Suisse in South Africa 1986-1987 und in 1992 in the USA. In 1994, he moved to the Zurich-based private bank Bank von Ernst & Cie AG. He founded Inversion Asset Management AG with two partners in 2001. He is married with two sons and is interested in business, politics and sport.
Toni Casanova holds a Swiss federal diploma in banking and has many years of experience in the financial sector. After completing his basic training at SBG (now UBS), he joined Bank Julius Baer & Co. Ltd. in 2000, where he was jointly responsible for the development and expansion of the external asset manager business in Singapore from 2006 until 2010. In 2011, he founded his own independent asset management company, which he integrated into R & E Asset Management AG in 2016. Toni Casanova has been a partner of Inversion Asset Management AG since 2022. He is married and father of two sons.
Martin Durst holds a Swiss federal diploma in banking and has over 30 years of banking experience at various major and private banks in Switzerland. He was Head of Investment Consulting at Neue Aargauer Bank (NAB) from 1978-1985. In 1985, he became Team Leader and Deputy Director at RBS Coutts in Zurich. In 1991, he joined Clariden Leu as Head Investment Consulting Germany. After 10 years at Clariden Leu, he moved to the Geneva-based private bank Bordier & Cie in Geneva and Zurich. He has been a partner of Inversion Asset Management AG since January 2010.
Fritz Eggimann has many years of experience in investment consulting and in portfolio and asset management. He acquired his expertise over several years at SBG (now UBS) and at an independent asset management company. Since 1998, he has been focusing intensively on the investment topic of precious metals and the analysis of companies that mine gold and silver. In 2006, he founded the AMG Gold – Mines & Metals fund with AMG Analysen & Anlagen AG. He also founded the independent asset management company R&E Asset Management AG in the same year. Fritz Eggimann holds a Swiss federal diploma in banking and is a father of two sons.
The client enters a Portfolio Management Agreement with Inversion Asset Management AG. The custodian banks carry all accounts in the name of the client. Inversion Asset Management AG is granted a third party power of attorney, which authorises us to manage the assets according to the client’s preference.
