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About us

Verne Asset Management is an independent wealth management firm.

Our main goal is to support you as we put together a global plan centred on asset growth, capital preservation, tax-efficient investments, and passing on your inheritance. We believe in transparency and make all our business decisions with full integrity. Our relationships are based on trust and respecting confidentiality.

We are committed to effectively communicating with you on a regular basis using language you can understand.

We believe that maintaining close, solid ties with our clients is essential, and that these ties are key to preserving your assets for the long term.

Our personalized approach and rigorous monitoring of your evolving financial assets guarantee that you benefit from a unique and comprehensive service.

We want to support you over time and through all the important moments of your life.

Our philosophy

Our approach is based on having realistic expectations and clearly defined goals for a long-term investment horizon. These are the foundations on which we build and grow our clients’ portfolios over time.
Each investment portfolio is created using a careful balance of risk management and caution.
We pay particular attention to the tax aspects of all your investments.
We firmly believe that independent portfolio management provides the flexibility and impartiality that allows you to meet your financial goals. This approach also enables us to comply with your investment goals and limits, all while maintaining your assets.

Our investment recommendations are always based on your goals and not those of your advisor or our firm.

Our commitments

  • We are committed to offering you the highest quality experience
  • Our approach is based on providing ADVICE and not SELLING products
  • Our service is always made to measure (as opposed to one-size-fits-all)
  • Clients tell us our responsiveness is one of our best qualities
  • We are proud to be available for all your questions
  • Our multidisciplinary approach allows us to optimize your finances
  • We’ll help you find the right expertise for your specific financial needs