Optimum Asset Management AG is in Zug Switzerland for its headquarters since 1982, it offers high profile services and performances across the international panorama.
• Wealth Management
• Asset Management
• Financial Advisory
• Real Estate Advisory
• Merger and Acquisitions : primarily as consulting activities for listed and unlisted medium sized and big sized companies in Central Europe and North America. Min 3 years old active companies.
A genuinely sophisticated finance “Boutique”, its main objective is to offer to selected and demanding clients the best financial and investment services available. Our mission is entirely dedicated to the full assistance of our client and their investment requirements, needs and issues, providing optimal planning for their wealth planning and assets allocation.
OAM works closely with its clients to develop investment management strategies. In order to offer the right advice we first try to understand the clients key needs then we identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.
OAM offers flexible and tailored solutions for your investment needs with almost 40 years’ experience. We are specialized in Asset Management, Wealth Management services with a broad range of financial and investment solutions. Throughout the entire investment duration, we place the highest value on integrity, privacy and confidence in our relationships with our clients.
Aiming at the optimal balance between competence, knowledge and the sharing of information, we identify market trends across wealth asset classes and different financial sectors, evaluating worthwhile opportunities for investment as soon as they appear on the international scene and are yet to be consolidated.
‘Maximize Your Wealth’
