01/Investment Advisory
02/Advice designed around you

No two
investors
are alike.

Engraved open notebook with a fountain pen and a sketched chart
Fig. 02 — your objectives shape our approach

We take the time to understand your financial goals, individual circumstances and investment preferences before developing an approach tailored to your needs.

Our advice combines independent thinking, personal attention and a long-term perspective — helping you make informed investment decisions with confidence.

Whether your focus is purely financial or also philanthropic, your objectives shape our approach.

03/Our advisory approach

A clear
course.
Together.

From understanding your priorities to reviewing the direction, our approach keeps the advice personal and the decisions informed.

  1. 01UnderstandYour goals, circumstances and priorities.
  2. 02AnalyseInvestment needs, risk profile and horizon.
  3. 03DesignA personalised investment strategy.
  4. 04AdviseClear recommendations. Informed decisions.
  5. 05ReviewAssess and adapt as life evolves.
04/The benefits

Your advantage.
Our commitment.

  1. 01 /A personal point of contact

    Direct access to someone who understands your financial goals, investment preferences and individual circumstances. Personal advice, built on an ongoing relationship.

  2. 02 /Independent expertise

    Investment recommendations shaped by independent research and analysis — focused on your objectives rather than predefined products.

  3. 03 /A long-term perspective

    Your investment approach is reviewed as your circumstances and priorities evolve, helping you make informed decisions over time.

Engraved nautical chart with boundaries, coordinates and brass dividers
Fig. 03 — priorities become a charted direction
05/What matters to us

Independent
advice.
Personal
perspective.

Trust is built through clear conversations, thoughtful recommendations and relationships designed for the long term.

01

Independent thinking

02

Individual solutions

03

Transparent communication

04

Long-term relationships

05

Responsible investment decisions

Chipiron AG is affiliated with the Verein Ombudsstelle Finanzdienstleister (OFD), thereby fulfilling its affiliation obligation under Art. 77 FinSA (FIDLEG).

Mr. Viktor Ackermann (Registration No. 32277) and Mr. Christian Dreyer (Registration No. 32999) are registered in the ARIF Register of Advisers.

06/Start a conversation

01 / Start your AMC

Tell us about your investment idea.

A short note is enough to begin. We will come back to you to arrange a conversation.

04 — What brings you here

We use your details only to handle your enquiry. Find out more in our Privacy Policy.

Or write to amc@chipiron.ch

01 / Preferences

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