Beck Asset Management SA

Overview

Beck Asset Management SA is a Switzerland-based advisory firm that provides fee-based portfolio management for individuals and small businesses. Founded and registered with U.S. regulators in 2012, the firm runs discretionary portfolios and focuses on liquid, managed exposures alongside select allocations to external alternative managers. Its client base is concentrated among high-net-worth individuals and family clients, and the firm charges a percentage-of-AUM fee. Beck Asset Management SA is not positioned as an ESG specialist and does not act as a principal capital allocator; instead it implements strategies directly and through third-party fund managers. Investment positioning blends a preference for fixed-income instruments with meaningful equity exposure executed primarily via exchange-traded securities. The firm manages portfolios as separately managed accounts (SMAs) and supplements core holdings with external funds in private equity, venture capital, hedge funds, real estate and commodities when suitable for client objectives.

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Public Holdings

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Location & Offices