Mag Asset Management



Mag Asset Management



Our group

Our group

Our group

MAG Asset Management SA is an independent asset management company based in Geneva since 2000. Our responsiveness and independence in the continuous pursuit of excellence for our clients have kept us at the forefront of Geneva’s wealth management industry.

 

Our success is based primarily on the quality of the objective and impartial advice we offer to high net worth individuals, families, entrepreneurs and institutions. As a specialist in asset management with a broad and open architecture of products and services, we also offer the expertise of our Avacore family office.

Our values

Our values

Our Business Model

Our Business Model

Our partners

Our partners

Our team

Our team

Our values

Experienced, but still passionate about our profession, we are convinced that we can exercise it with respect of a professional ethic based on four essential values:

Independence

Trust

Rigor

Confidentiality

MAG Asset Management SA is therefore free to select the best partners (custodian banks, brokers, fund companies, etc.) according to their professional qualities and specificities.

Our business model

A tripartite relationship, the heart of our business

  • OPENING OF THE ACCOUNT

  • MANAGEMENT AGREEMENT

  • DIRECT RELATIONSHIP

After a thorough analysis of the needs of our clients, they open an account with a partner bank. The selected bank will be the custodian of the client’s assets.

As such, it is responsible for the administration of the account, the safekeeping of the securities and the execution of the instructions given to it by us, the manager.

The client signs a management or advisory mandate, which governs his relationship with MAG Asset Management.

After a rigorous analysis with his manager, an investment profile is established and the client determines the mandate best suited to his expectations. This mandate authorises the company to manage the client’s account and to transmit buy or sell orders on the financial markets to the bank.

The asset manager is the permanent intermediary between the client and the bank.

In order to ensure quality follow-up, regular meetings are scheduled, during which a detailed management report is drawn up.

This meeting will also provide an opportunity to discuss the economic outlook and possible market opportunities.

  • OPENING OF THE ACCOUNT

    After a thorough analysis of the needs of our clients, they open an account with a partner bank. The selected bank will be the custodian of the client's assets.

    As such, it is responsible for the administration of the account, the safekeeping of the securities and the execution of the instructions given to it by us, the manager.

  • MANAGEMENT AGREEMENT

    The client signs a management or advisory mandate, which governs his relationship with MAG Asset Management.

    After a rigorous analysis with his manager, an investment profile is established and the client determines the mandate best suited to his expectations. This mandate authorises the company to manage the client's account and to transmit buy or sell orders on the financial markets to the bank.

  • DIRECT RELATIONSHIP

    The asset manager is the permanent intermediary between the client and the bank.

    In order to ensure quality follow-up, regular meetings are scheduled, during which a detailed management report is drawn up.

    This meeting will also provide an opportunity to discuss the economic outlook and possible market opportunities.

Our partners

The choice of the appropriate vehicle is important, but the choice of the location of the custodian bank is equally important. It will often be dictated by diversification and/or confidentiality requirements.

 

This is why we have established long-standing partnerships with banks Europe, Middle East and Asia (Switzerland, Monaco, Luxembourg, Singapore, Dubai, etc.), with which our clients can open their accounts through us.

Our team

In an increasingly complex financial world, every investor needs a close, faithful, attentive, available and stable asset manager who has the necessary expertise in the financial markets as well as in asset, estate and tax engineering.

 

The complementarity, experience and multidisciplinary nature of our teams enable our clients to obtain the appropriate answers to the many financial and wealth management challenges involved.

 

Discover our team on Linked