We are pleased to welcome Wolfgang Jaksch to our team. After accumulating 29 years of leading experience in a global business environment, based on innovation, compliance, and customer loyalty he will surely conduce to the success of our driven team. As Head of Business Development and Customer Retention he expedites our strategic targets of growth and provides a first class service to our highly esteemed clients.
Our CEO - Thomas Zeltner - provides insights into the strategy and plans of Zeltner & Co. Read the whole interview with finews on their webpage.Read More
We are very happy to announce our fist newspaper article. We would like to thank finews. Read the whole aritcle by clicking on this link or on the finews webpage.Read More
Our industrial metal product with physical storage has now been live for a whole year. We’re looking forward to many more years with our experts. As of this month new metals are heading towards our warehouse...
Let's get physical.
Demelza Hays - Crypto Portfolio Manager at Zeltner & Co and Head of Research at Cointelegraph - gave an interview explaining her background and how she came into the crypto business. She also gave us some insights into her plan for the Crypto Currency Frontier AMC she has been setting up with Zeltner & Co and, which is now live.Read More
As of today, the following three stock AMCs are live. Our High Conviction AMC consist of 10 stocks that represent our biggest convictions, our Trendline Selection AMC invests in stocks exhibiting positive momentum and the Global Quality AMC pools identified leading global companies in various sectors. In addition, we expect to launch our first crypto product in the next month. Stay tuned.
We are both proud and happy to announce that Zeltner & Co was granted an asset management licence by FINMA this week. We will now be officially listed on the list of portfolio managers and trustees licensed by FINMA. The licence provides our clients with more security as we are licensed by FINMA, we are overseen by AOOS and also audited by KPMG as of this week. We will keep our heads down and focus on a successful launch of the AMCs we are planning.
The Swiss Industrial Metal Event took place last week. We hope everyone enjoyed seeing the metals physically stored by our Swiss Industrial Metal AMC as well as the keynote speeches by Daniel Stüssi (the CEO of RealUnit) and Niklas Nikolajsen (the founder of Bitcoin Suisse). Our guests were able to touch the metals they own while eating typical Swiss food and listening to the string trio from the Tonhalle Orchester Zurich. We are looking forward to welcoming all of you again soon!
Zeltner & Co has announced today that it plans to launch new products during 2022. First of all a bunch of stock portfolios and a crypto portfolio will be launched as actively managed certificates within two months after receiving the wealth management license by FINMA. Later this year, Zeltner & Co wants to present its clients solutions for sustainable investing, lending and private equity.
Our investment boutique under the supervision of Kim Wirth has successfully launched it’s first High-Net-Wirth report. The reports aims to share our inhouse views and thoughts with our clients while providing it’s readers a short market debriefing. Furthermore, this weekly publications contains stock ideas and alternative asset class coverage by our experts. Please let us know if you want to subscribe to the new High-Net-Wirth report.
Thomas Zeltner and Kim Wirth are setting up Zeltner & Co. GmbH with the goal to build an innovative family office and investment boutique which can offer both, new and interesting products as well as classical wealth management. After successfully launching the Swiss Industrial Metal AMC, a bigger structure is needed to tackle clients’ needs in a more holistic way. Over the medium term Zeltner & Co plans to offer multiple AMCs, wealth management, advisory to institutional clients, non-financial services and lending solutions.