TIM
Turicum Investment Management Ltd. (TIM) is a bank- independent money management
and investment counseling company. Client’s assets are managed applying
a rigid investment approach, a uniform investment philosophy and – most
important of all – independent of the invested amount. Different investment
strategies are offered, tailored to client’s needs. TIM’s investment
specialists have a long professional experience.
Beat Kälin
- 20 years experience in managing investment banking
- Former CEO Turicum Finanz AG; AIG Fund Management Company
Claudio Luchetti
- Certified Investment Fund Expert ZFU; MBA of University of St.
Gallen, Switzerland
- Former manager in UBS AG; CEO of Unique Capital Group AG;
Deputy Managing Director of OVB Vermögensberatung AG
Marco Martinelli
- B.A. in Mathematics and Statistics for Finance;
Dipl. Fund Officer IAF;
Financial Analyst and Asset Manager SFAA;
Certified International Wealth Manager EFFAS
- Former Portfolio Manager and Security Trader of Banque Generale du Luxemburg; Client Account Manager at Credit Suisse Private Banking
Dr. Trung Dinh
- Professor for Strategic Management at University of Applied Sciences, Northwestern Switzerland;
Portfolio-Partner of Centre for Corporate Governance at I.FPM, University St. Gallen
- Former Head of corporate communications and Head of Strategic Planning at Holcim Vietnam; Portfolio Manager at UBS AG; Credit Analyst at Credit Suisse Group; Marketing Manager of Trisa AG
TIM…
- Was founded at the end of the nineties and is headquartered in Baar.
- Is a member of Polyreg in
Zurich, a self-regulation organization to insure and to improve the quality
of money managers in Switzerland. Polyreg is officially recognized by the
Swiss finance ministry.
- Is authorized by the Swiss
Federal Banking Commission to professionally market
mutual funds in Switzerland.
- Only uses first class investment products from leading banks and fund providers
for client’s portfolios. The products have to be officially authorized
for sale in Switzerland.
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