About Us

Trusted. Independent. Swiss.

Active Trade Management Sarl is a Swiss-based, boutique wealth management firm serving the long-term needs of high-net-worth international families, with a strong client base across Europe and the UK. With over 22 years of experience in global financial markets, we specialize in building and managing fixed-income portfolios, including fixed-rate and corporate bonds, designed to protect and grow your wealth.

We are proud to operate under the regulatory supervision of FINMA (Swiss Financial Market Supervisory Authority), and we maintain strict adherence to Swiss financial confidentiality — a principle we consider foundational to our client relationships.

Our Mission

Our mission is simple: to deliver transparent, disciplined, and secure investment solutions that are always aligned with your goals, never conflicted by outside interests. As an independent firm, we are free from product or bank affiliations. Every piece of advice we give is guided solely by what’s best for you — and nothing else.

Who We Serve

We work closely with:

  • High-net-worth families seeking stable income and long-term preservation
  • Entrepreneurs and business owners looking to diversify their holdings
  • Expats and international clients needing cross-border investment solutions
  • Professionals planning for retirement or legacy building

Whether you are focused on capital preservation, stable income, or intergenerational wealth transfer, we tailor our investment strategies around your unique objectives.

Our Core Strength

Fixed-Income Expertise

Our specialty lies in fixed-income — particularly in fixed-rate bonds and high-quality corporate debt. We take a conservative, long-term approach to investment selection, with a sharp focus on risk management, capital security, and yield consistency.

We believe that fixed-income should not be an afterthought — it should be the foundation of a resilient, income-generating portfolio. Whether you’re investing in euros, pounds, or Swiss francs, we ensure that every bond is transparent, regulated, and appropriately matched to your profile.

What Makes Us Different

Over 22 Years of Experience

We’ve successfully navigated decades of changing markets — and helped clients do the same. Our experience is deep, disciplined, and proven.

Bespoke Investment Strategies

No two clients are the same. We construct tailored portfolios that reflect your needs, values, and long-term goals.

True Independence
As a boutique firm

We are not tied to any bank or fund house. This gives us the freedom to act in your best interest — always.

Discretion and Privacy

Swiss banking confidentiality isn’t just a tradition — it’s a legal and cultural standard. Your privacy is respected and protected at every stage.

Swiss-Based, FINMA Regulated

Our headquarters in Switzerland means access to one of the most secure and trusted financial systems in the world — regulated for transparency and client protection.

Our Investment Philosophy

We build every portfolio based on three timeless principles:

  • Long-Term Focus – Patient, disciplined investment is how wealth grows and lasts.
  • Value Orientation – We seek quality assets with long-term return potential, not speculation.
  • Sound Risk Management – Capital preservation comes first. Every opportunity is vetted through a conservative lens.

Let’s Build Your Strategy Together

At Active Trade Management Sarl, we view every client relationship as a long-term partnership built on trust, transparency, and performance. If you’re ready to take a more secure, confident step with your capital — we are here to guide you with expertise and care.

Contact us today to arrange a private consultation.