Tareno
Tareno AG is a FINMA-licensed, owner-managed Swiss independent asset manager founded in 2000, managing CHF 3.3 billion for high net worth individuals, foundations, and pension funds through discretionary mandates and proprietary funds including the award-winning Water Solutions Fund.
- Company typePrivate
- Founded2000
- HeadquartersBasel, Switzerland
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Tareno firmographics
Firmographics- Name
- Tareno
- Legal name
- Tareno AG
- Website
- https://tareno.ch
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Tareno AG is a FINMA-licensed, owner-managed Swiss independent asset manager founded in 2000, managing CHF 3.3 billion for high net worth individuals, foundations, and pension funds through discretionary mandates and proprietary funds including the award-winning Water Solutions Fund.
- Ownership category
- akta.pro rank
Tareno industry classification
Industry- Product category
- Independent Wealth and Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Pension Funds (525110), Other Financial Vehicles (52599)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Investment Management Advisory (RIA) (FSAEAAAB)
Keywords
Where Tareno is headquartered
LocationHeadquarters
- HQ city
- Basel
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
Tareno business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Asset Management Fees: Fees charged for discretionary asset management mandates, calculated as a percentage of assets under management. The primary revenue stream for the firm.
- Advisory Mandate Fees: Fees for advisory services where clients receive investment advice without discretionary portfolio management.
- Fund Management (Water Fund): Management fees from the Tareno Global Water Solutions Fund and other in-house funds, with TER varying by share class.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Discretionary Asset Management Mandate |
| Unit Pricing | Pay-as-you-go | Water Fund Investment |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels7 records
Tareno product offering
Product offeringCore offering
Tareno AG provides independent (FINMA-supervised) wealth and asset management services to high net worth individuals, foundations, pension funds, and external asset managers. The core services are discretionary asset management mandates, investment advisory mandates, holistic financial planning, pension/vested benefits solutions, and consolidated multi-bank asset reporting — supported by a proprietary fund range including the SFDR Article 9 Tareno Global Water Solutions Fund.
Product overview
Tareno is an independent, FINMA-licensed wealth and asset management firm offering a unified service portfolio centered on personalized relationship-based advisory. The core offering comprises discretionary asset management mandates, advisory mandates, financial planning, portfolio analysis, pension/vested benefits solutions, and consolidated asset overviews—all delivered through direct client advisor relationships with assets held at client's chosen custodian banks. Alongside its advisory services, Tareno offers a suite of proprietary investment funds: the Tareno Global Water Solutions Fund (SFDR Article 9 water equities, launched 2007, with an impact share class), the Schweizer Aktienperlen Fund, Tareno Healthcare Funds, CHARISMA Fonds Global, and the Hawk-Eye Certificate. The firm also provides PensExpert-powered 1e pension solutions for corporate clients. The product architecture is advisory-led, with fund products complementing the core wealth management services.
Differentiator
Problem solved
Functional benefit
Brands
- Tareno Global Water Solutions Fund: Equity fund investing in companies providing water solutions, launched 2007, SFDR Article 9 classified
- Schweizer Aktienperlen Fund
- Tareno Healthcare Funds
- CHARISMA Fonds Global
- Hawk-Eye Zertifikat
Products and services
- Vermögensverwaltungsmandat (Discretionary Asset Management Mandate) Full-service discretionary portfolio management where Tareno specialists select, manage, and monitor investments on behalf of clients; assets remain at the client's chosen custodian bank. Recommended for clients with CHF 1 million or more in assets.
- Anlageberatung (Advisory Mandate) Investment advisory services where Tareno advisors act as sparring partners to evaluate investment options and implement optimal solutions without holding discretionary authority.
- Finanzplanung (Financial Planning) Holistic financial planning covering pension, liquidity, wealth, tax, retirement, estate and succession planning; provided free of charge when assets are managed by Tareno.
- Portfolio-Check Comprehensive review of an existing portfolio assessing performance, costs, and alignment with client objectives to support informed decision-making.
- Vorsorgelösungen (Pension Solutions) Specialized management of pension capital and vested benefits (Freizügigkeit) assets, including BVV2-compliant investment strategies and coordination with private assets for clients outside a pension fund.
- Konsolidierte Vermögensübersicht (Consolidated Asset Overview) Detailed consolidated view of all client assets across multiple custodian banks, enabling holistic financial planning and a single overview of household wealth.
- Tareno Global Water Solutions Fund Equity fund investing in companies providing water solutions globally; SFDR Article 9 classified, with an impact share class financing drinking water projects in Guatemala, Tanzania, Cameroon, Nepal, and Syria. Available in CHF, EUR, and USD tranches.
- Schweizer Aktienperlen Fund Swiss equities fund managed in partnership with Solutions & Funds by Frank Pfeiffer (since 2023), focused on quality Swiss stocks.
- Tareno Healthcare Funds Healthcare-themed equity funds investing in companies across the healthcare sector.
- CHARISMA Fonds Global Global equity fund managed in collaboration with the Charisma Foundation.
- Hawk-Eye Zertifikat Structured certificate product offered by Tareno as part of the in-house fund range.
- 1e Vorsorgelösung (with PensExpert) Flexible 1e pension solution co-delivered with PensExpert, allowing employees of corporate clients to individually structure extra-mandatory pension provision through PensExpert's 1e collective foundation, with Tareno managing the investments.
Quantifiable outcome
- Tareno Global Water Solutions Fund generated +308% since launch (September 2007 to March 2026)
- +3 more outcomes
Companies that use Tareno
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Tareno technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tareno partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core and minor.
- PensExpertcoreStrategic partnership for 1e pension solutions. PensExpert provides a self-determined and independent collective foundation for extra-mandatory pension assets, while Tareno manages the investments with award-winning investment solutions. Target audience is management staff of partner companies.
- AcolincoreAcolin acts as an independent partner for cross-border fund distribution, helping Tareno resolve complex compliance and regulatory challenges across fund distribution lifecycle.
- Brokers Union AGminorIndependent insurance broker based in Reinach BL offering tailored advice in insurance, pensions, and risk management for private and corporate clients.
- Carefinance GmbHminorComprehensive financial planning company combining banking advice, insurance expertise, and tax planning independently of banks and insurance companies. Partnership for high net worth individuals.
- ISS ESGcoreInternationally renowned ESG data provider with over 25 years of experience. Supports Tareno in development of customized ESG solutions and innovative products for the water fund.
- Solutions & FundscoreCore competence in launch and management of private label funds under Swiss and European law. Ideal partner for managing the Schweizer Aktienperlenfonds.
- Organisation Tamahú GuatemalacoreSince 1994, financing drinking water projects in Guatemala including project planning, engineering, construction, and village community training. Impact partner for the water fund.
- waterkiosk FoundationcoreSwiss foundation committed to providing rural communities, schools, and hospitals in Tanzania with clean drinking water at low cost since 2011. Partner for impact share class drinking water projects since 2021.
- Antenna FoundationcoreImplemented the WATA kit system project in Cameroon for the impact share class. Provides expertise in water treatment systems and local implementation.
- ECCA (Environmental Conservation and Climate Adaptation)coreLocal partner organisation for the ongoing drinking water program in Nepal. Implements water projects in rural regions affected by water stress.
- MedaircoreHumanitarian organization that implemented drinking water pipeline rehabilitation project in Syria, providing clean water to 8,000 people.
- 13 Custodian BankscorePartnerships with 13 first-class custodian banks providing custody services with competitive conditions thanks to Tareno's top 15 EAM size in Switzerland.
- GlobalancecoreFinancial institution that offers clients the opportunity to invest in the Tareno Global Water Solutions Fund or has integrated it into their own investment products.
- Baumann & CiecorePrivate bank that offers clients the opportunity to invest in the Tareno Global Water Solutions Fund.
- Federal Finance GestioncoreFrench asset manager offering clients the opportunity to invest in the Tareno Global Water Solutions Fund.
- acrevis Bank AGcoreSwiss bank that offers clients the opportunity to invest in the Tareno Global Water Solutions Fund and provides positive testimonials for the impact share class.
- Glarner RegionalbankcoreRegional Swiss bank that offers clients the opportunity to invest in the Tareno Global Water Solutions Fund.
Scale indicators10 records
Recent moves7 records
Expansion highlights5 records
Tareno competitors and assessment
Company assessmentDirect peers
- Reichmuth & Co: Lucerne-based independent Swiss private bank offering wealth and asset management for private and institutional clients. Closely comparable boutique EAM profile with multi-asset and thematic mandates.
- CAI Group (Capital at Work): Independent Swiss wealth and asset manager offering discretionary mandates and in-house funds to private and institutional clients. Similar boutique EAM profile and multi-fund strategy.
- Lienhardt & Partner Privatbank AG: Zurich-based independent Swiss private bank with discretionary asset management and wealth planning. Similar boutique EAM scale and owner-managed profile.
- Maerki Baumann & Co. AG: Independent, owner-managed Swiss private bank and asset manager headquartered in Zurich serving HNW and UHNW clients. Directly comparable to Tareno in business model, independence positioning, FINMA licensing, and Swiss HNW focus.
- Hyposwiss Private Bank: Zurich-based independent Swiss private bank providing discretionary asset management, advisory, and financial planning to HNW clients. Comparable owner-managed EAM targeting the same Swiss HNW segment as Tareno.
- Piguet Galland & Cie SA: Geneva-based independent Swiss private bank offering wealth management, asset management, and fund services. Closely comparable in independent EAM positioning, fund offerings, and Swiss HNW client focus.
Emerging players
- BNP Paribas Asset Management (Aqua Fund): Manages the BNP Paribas Aqua Fund, a global water-themed equity strategy directly competing with the Tareno Global Water Solutions Fund for the same theme-aligned investor base across Europe.
Broad incumbents
- Bank Julius Bär & Co. AG: Major Swiss private banking group serving global HNW and UHNW clients with discretionary mandates and advisory services. Comparable Swiss wealth management offering at significantly larger scale.
- Vontobel Holding AG: Large Swiss private banking and asset management group offering wealth management and thematic funds (including the previous fund management platform for the Tareno Water Fund). Overlaps with Tareno in Swiss wealth and thematic water investing at materially greater scale.
- Pictet Group: Geneva-based Swiss private bank and asset manager with a flagship Pictet Water thematic equity fund that directly competes with the Tareno Global Water Solutions Fund. Comparable in independent ownership and thematic fund franchise.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Tareno social profiles
Digital presenceTareno compliance and trust
Trust signalCompliance8 records
Tareno financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tareno leadership team
Management profileNumber of profiles
Profiles7 records
Tareno subsidiaries and ownership
Company hierarchySubsidiaries1 record
Tareno funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tareno M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tareno
What does Tareno do?
Tareno AG provides independent (FINMA-supervised) wealth and asset management services to high net worth individuals, foundations, pension funds, and external asset managers. The core services are discretionary asset management mandates, investment advisory mandates, holistic financial planning, pension/vested benefits solutions, and consolidated multi-bank asset reporting — supported by a proprietary fund range including the SFDR Article 9 Tareno Global Water Solutions Fund.
Is Tareno a public or private company?
Tareno is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tareno founded?
Tareno was founded in 2000. It employs 11 to 50 people.
Where is Tareno based?
Tareno is headquartered in Basel, Switzerland, in the Europe region.
How does Tareno make money?
Three revenue lines are on record. Asset Management Fees are the primary driver. The others are advisory Mandate Fees and fund Management (Water Fund).
Who are Tareno's main competitors?
Direct peers on record are Reichmuth & Co, CAI Group (Capital at Work), Lienhardt & Partner Privatbank AG, Maerki Baumann & Co. AG, Hyposwiss Private Bank and Piguet Galland & Cie SA. BNP Paribas Asset Management (Aqua Fund) is listed as an emerging player. Broad incumbents are Bank Julius Bär & Co. AG, Vontobel Holding AG and Pictet Group.
Does Tareno have an API?
No public API is recorded for Tareno.
What industry is Tareno in?
Tareno's product category is Independent Wealth and Asset Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.