By accessing the Zeltner & Co. GmbH website and the services, products, information, opinions, materials, features, etc. contained or described therein (hereinafter referred to as "Information"), you declare that you have understood and agree to the Terms of Use. Please also read the additional legal notices for the services and products you claim.
The terms of use, legal notices and all information on the Zeltner & Co. GmbH website are subject to change without notice. You should therefore review these Terms of Use periodically. If you do not understand or agree with any provision of the Terms of Use, please exit the Zeltner & Co. GmbH website.
The Zeltner & Co. GmbH website is primarily intended for natural persons and legal entities domiciled in Switzerland. It is not directed to any person or entity in any jurisdiction where, by reason of that person's nationality, residence or otherwise, access to the websites of foreign financial service providers or their services or products is prohibited.
Persons in respect of whom such prohibitions apply must not access the Zeltner & Co. GmbH website.
Financial services and products of Zeltner & Co. GmbH may only be distributed in certain countries and/or to certain persons. Restrictions can be found in the product documents such as the fund contracts, the key information documents, the factsheets, the sales prospectuses or in a distribution authorization list made available on the website. Persons to whom the provision of financial services or the distribution of all or certain products of Zeltner & Co. GmbH is not permitted may not access websites containing information about the products concerned.
Specifically, information contained on the Zeltner & Co. GmbH website may not be distributed and/or redistributed to persons who are U.S. persons as defined in Regulation S under the U.S. Securities Act of 1933.
The information published on the Zeltner & Co. GmbH website is exclusively for information and marketing purposes according to Art. 68 FinSA towards persons who are not subject to any restrictions regarding the access to the Zeltner & Co. GmbH website due to their domicile. They represent neither advice - neither in legal nor in fiscal, economic or other respect - nor a recommendation or an offer for the purchase or sale of products, or for the conclusion of transactions or other legal business.
The fact that you access the Zeltner & Co. GmbH website does not make you a client.
Zeltner & Co. GmbH expressly states that it is not obligated to accept, execute or acknowledge any orders, revocations of orders, authorizations for business transactions or other legal declarations that are transmitted via the Zeltner & Co. GmbH website.
There are risks associated with financial services and investments, including the potential loss of capital employed. The price, value and yield of investments can decrease as well as increase. Investments in foreign currencies are also subject to exchange rate fluctuations. The risks are described in detail in the respective current product documents, which should be read carefully before using financial services of Zeltner & Co. GmbH or purchasing Zeltner & Co. GmbH products.
Past performance is not indicative of future performance and offers no guarantee of success in the future. Performance data has been calculated on the basis of reinvestment of any distributions and, in case of doubt, without taking into account commissions and costs charged on the issue and redemption of units, which have a negative impact on performance. The calculation is made in the product currency and may increase or decrease as a result of exchange rate fluctuations.
Zeltner & Co. GmbH applies the usual business care in the preparation of the information on the Zeltner & Co. GmbH website. Zeltner & Co. GmbH does not guarantee that all information on the Zeltner & Co. GmbH website is up-to-date, correct, accurate or complete. Zeltner & Co. GmbH reserves the right to update, change or delete information at any time without notice. The opinions and estimates expressed on the Zeltner & Co. GmbH website reflect the view of Zeltner & Co. GmbH at the time of publication and do not constitute legal, tax or other advice of a general or specific nature.
The information on the Zeltner & Co. GmbH website is provided "as is" and "as available". Zeltner & Co. GmbH disclaims any warranty that access to the Zeltner & Co. GmbH website or individual functions on the Zeltner & Co. GmbH website will be uninterrupted or error-free, that defects will be corrected, or that viruses or other harmful components will not be transmitted in connection with the use of the Zeltner & Co. GmbH website.
Zeltner & Co. GmbH is not liable for the topicality, correctness, accuracy or completeness of the information on the Zeltner & Co. GmbH website. As far as legally permissible, Zeltner & Co. GmbH excludes any liability for direct and/or indirect damages as well as loss of profit, which result from the use, the access to the information of the Zeltner & Co. GmbH website, respectively to links to websites of third parties, or from the impossibility of the use or the access. This exclusion of liability also applies to all damages that are due to the fact that third parties have manipulated the Zeltner & Co. GmbH website. In addition, Zeltner & Co. GmbH disclaims any liability for manipulation of your computer system by third parties.
"Zeltner & Co. GmbH" as well as the corresponding logos are trademarks or protected intellectual property rights, namely of Zeltner & Co. GmbH.
All information on the Zeltner & Co. GmbH website is protected by intellectual property rights and belongs to Zeltner & Co. GmbH or third parties. The information is free for private use only. No part or information of the Zeltner & Co. GmbH website is designed in such a way that a license or a right to use a registered trademark, a logo, a picture or any other content protected by intellectual property rights is granted. Without Zeltner & Co. GmbH written consent, it is prohibited to systematically retrieve any content from the Zeltner & Co. GmbH website in order to directly or indirectly compile a collection, database or directory.
Zeltner & Co. GmbH reserves all intellectual property rights (in particular copyrights and trademarks) with respect to all information and documents on the Zeltner & Co. GmbH website and will use all reasonable efforts to enforce such rights.
This website uses cookies, which are necessary for the technical operation of the website and which are always set. Cookies to personalize content and analyze access to our website are set automaticly by accessing the Zeltner & Co. GmbH website. We also share information about your use of our website with our social media, advertising and analytics partners.
The Zeltner & Co. GmbH website may contain animation which are playing sounds.
The Zeltner & Co. GmbH website may contain third party content and links to third party websites. Links from the Zeltner & Co. GmbH website to third party websites are provided for your information and convenience. These websites of third parties are completely beyond the influence of Zeltner & Co. GmbH, which is why Zeltner & Co. GmbH does not assume any warranty and responsibility for correctness, quality, completeness and legality of the contents of such websites as well as for possible offers and services contained on them. The responsibility for this lies with the operator of the websites accessed via the links. Zeltner & Co. GmbH cannot be made liable for it. Establishing connections to these websites is at the user's own risk.
Zeltner & Co is a dynamic, innovative investment boutique, built on a family legacy of stability and private banking expertise. Encapsulating the best of both worlds, Zeltner & Co offers its clients the opportunity to invest in one, or both, of the following investment solutions:
Zeltner & Co Leap consists of single, unique products covering a range of asset classes. Investing in these asset management certificates (AMCs) enable exciting, tangible interaction with alternatives and investment products aligned with the demands of our clients. Examples include physically stored metals – to which other investors have no access – cryptocurrencies and new blockchain-based businesses, and high-conviction individual stocks. Zeltner & Co also offers bespoke AMCs tailored to our individual clients’ needs.
We manage several certificates covering different asset classes, implementing our internal experts’ convictions. These investment pools are used by the family and our clients. All the certificates, including those backed by real assets, can be booked at your custodian.
Stocks, private lending, real assets & tokens
Advised by our internal experts
Bespoke and unique solutions
Out side the banking system
Choose experts from our company to join your investment committee and benefit from their knowledge and investment views. Our cross-asset class experts will help you optimise your portfolio or strategy while providing you with their new investment ideas and tailor-made research. We can also provide advice on structuring certificates.
Make our expertise yours
Macro views & stock selection
Real asset and crypto expertise
Product structuring
Zeltner & Co Lift is a traditional wealth management solution offered through the family office set-up, enabling our clients to invest their total wealth in diversified discretionary mandates, tailored to their individual risk profiles. This solution could be more suitable for clients looking for stability and security in their portfolios, and comes at no cost to the client beyond the usual fees for their custody banks.
We also provide our clients with the option to access non-financial services and tailored solutions on request. These include the procurement of luxury items, advice on art, wines or other such investments, access to sought-after experiences, and bespoke tailored events or luxury travel packages.
We offer our clients the option to set up highly diversified, global discretionary mandates for free. By choosing this option, you delegate your investment decisions to us and track the Zeltner family’s asset allocation. This multi-asset solution is available in three risk profiles that all invest in a range of actively managed strategies and passive investment vehicles to strike the right balance between performance potential and costs.
Zero-fee wealth management
Booked at UBS
Global multi-asset portfolio
Three different risk profiles
Our non-financial services offering is based on over 20 years of experience in VIP services in events, access, connectivity and communications, combined with access to a truly global network in the fields of art, gastronomy, luxury hospitality and design. Whether you simply need us to procure a luxury item or tickets to an exclusive event? or desire a tailored event or travel package specific to your needs, our team can help.
Access, procurement and tailored services
Luxury goods and services
Executive travel, hospitality & protection
Tailored experiences, events and advice
Driven by pioneering, results-proven and globally renowned experts who are backed up by our firm’s stable family heritage, Zeltner & Co provides its clients with an open door to new opportunities, connectivity and access that are unique in the marketplace.
Wealth management, free of charge.
Physically stored and decentralized assets and alternative investment opportunities as part of an investment solution set.
Access to exclusive alternative investments with strong absolute returns, such as a bridge loan portfolio to wealthy individuals.
Investment decisions taken together with industry leaders.
Non-Financial services support with access to a global network.
Zeltner & Co brings together three pools of talent. At the core is our management team, which has considerable expertise in investment, client servicing and operational matters. Second, we have access to a pool of external experts who work on the front line of industries that Zeltner & Co’s strategies invest in. This ensures Zeltner & Co has access to best-in-class knowledge of topics such as metals and cryptocurrencies. Finally, we have set up several investment committees in which successful thought leaders, academics and clients debate investments, trends and client needs.
Client Services
Decision Making & Investment Knowledge
Risk Control
Finance & Human Resources
Investment Advice and Ideas
Industry-specific Knowledge
Industry-specific Connectivity
Research
Successful Peers
Academics & Professors
Active Clients
