Long-term Planning

The world is getting smaller and an efficient wealth management recognizes that the big differences are accomplished through an accurate tax planning. At Osiris Asset Management AG, we have the expertise, the experience and the contacts to assist clients and their families in carefully selecting the optimal structure for estate planning and choosing the most suitable instruments for an efficient fiscal optimization. A common and shared vision for the future is the premises for sustained growth of our clients’ wealth over the years. At Osiris we help to shape such a vision and foster common goals to ensure success for our private clients. A careful and rigorously well-conceived wealth planning and spending management supports our customers in the achievement of their present and future goals.

Risk goes hand in hand with investing. Therefore, it is crucial to identify, steer and monitor risks so that they can be understood and accepted if they are associated with a satisfying expected payoff. Detecting and avoiding any unwanted additional risk is one of the reasons we are hired. We monitor our customers’ portfolios closely to ensure they are aligned with the expectations formulated by our customers in their risk profiles. Avoiding permanent capital impairment for its clients is our first priority.

“Price is what you pay. Value is what you get.”
– Warren Buffett

Tailored Approach

We support private clients in achieving their financial goals. Together with you, we evaluate your personal risk profile, which consists of your risk ability and risk tolerance. Based on your risk profile, we propose a suitable investment strategy. At Osiris Asset Management AG, we have several investment strategies that function as a framework and starting point to manage your assets tailored to your needs.

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SERVICES AND PRODUCTS

The services and products described on this website are intended to be made available only to persons outside of the United States. This website should not be considered a solicitation or an offering of any of Osiris funds to investors. The different funds from Osiris Asset Management are described in a prospectus or a summary prospectus, which contains more complete information about the Funds, including management fees and other charges and expenses. You should read the prospectus or summary prospectus carefully before you invest or send money. You can read, print or download the prospectus or summary prospectus from this website.

FABRIZIO M. PIERALLINI

As CEO of Osiris Asset Management Fabrizio is responsible for the asset allocation process, which covers both fixed income and equities. He has been managing both institutional and private clients’ assets for over 25 years in the US, London and Europe.

Moreover, he has been conducting buy side research, meeting both management of mid- and large cap corporations worldwide with focus on the US, Europe and Emerging Markets.

Apart from that, he was responsible for building up a leading asset management group in New York. He chaired various Investment Oversight Committees for endowments, pension funds and mutual fund groups.

He actively held conferences throughout the US and Europe, speaking at seminars and to the press domestically and overseas.

On top of that he was recognized and ranked as a Top Quartile Manager with the distinction of 5- and 4-Star Morningstar Portfolio Manager for over 15 years and top-ranked Lipper Manager for both Global and Emerging Markets.

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How can we help?

Please get in touch with us to learn more about our investment capabilities and how we can support your investing needs with our services and expertise.
For all enquiries, please contact us using this form.

    Risk Management
    Investment Philosophy and Process
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