ConnectAssets Wealth Management

Our Mission

At ConnectAssets Wealth Management, trust is the cornerstone of everything we do. Our mission is to provide independent, comprehensive wealth management solutions that are fully aligned with our clients’ vision, values, and long-term objectives.

We believe that financial success goes beyond the accumulation of wealth. It is about structuring, protecting, and preserving that wealth so it can serve a meaningful purpose over generations. Through a highly personalized approach, expert guidance, and disciplined investment strategies, we help our clients define a clear vision for the future and implement a structured plan to achieve it.

Our ambition is to be a long-term partner - one our clients rely on for thoughtful, transparent, and resilient wealth management solutions that evolve with their lives and reflect their values.

Our Solutions

Our solutions are tailored to the specific needs of each client. Whether your objective is to preserve income through market volatility, prepare for succession and ensure the continuity of your wealth, or safeguard the well-being of your loved ones, we provide the expertise, resources, and structure required to support you. Our approach is grounded in a deep understanding of your personal, financial, and professional circumstances, enabling us to design solutions aligned with your objectives and long-term purpose.

Entrepreneurs

Entrepreneurship is a journey defined by conquests, challenges, risk-taking, and constant financial adjustments. We understand the tremendous effort it takes to stay on top of a business while having little time to focus on personal wealth. Our role is to act as a trusted partner, taking care of wealth structuring, financial planning, and legacy considerations so entrepreneurs can remain focused on what they do best – growing their business. We believe that one recipe for success is about planning and the same is true for the financial journey. It is critical to address financial strategy early to smooth life's uncertainties and navigate with clarity and confidence.
Families

In today’s globalized world, families increasingly hold assets across multiple jurisdictions, operate family-owned businesses, or manage wealth that cannot easily be divided or monetized. With extensive experience and a strong international network, we assist families in structuring, preserving, and transferring their wealth over the long term. Our solutions are designed to balance financial efficiency, governance, and family harmony, while adapting to complex cross-border realities.
Family Offices and Fund Managers

We collaborate with single and multi-family offices as well as fund managers by allocating a defined portion of assets to our proprietary investment model within a broader portfolio architecture. Together, we define a clear mandate encompassing risk appetite, return objectives, volatility, and tracking error versus agreed benchmarks. Allocations can be implemented through discretionary or advisory mandates, Separately Managed Accounts (SMAs), funds, or structured products—allowing seamless integration alongside existing managers and strategies.

Who we are

ConnectAssets WM AG is an independent Swiss asset management firm, directly supervised by FINMA. As a regulated Swiss asset manager, we operate under the Financial Services Act (FIDLEG/FINSA), which governs both the provision of financial services and investor protection mechanisms. Further details are available in our FINSA Information Letter.

We are committed to helping our clients achieve their long-term financial objectives through disciplined diversification and rigorous risk management.

Working closely with each client, we design investment portfolios that provide access to multiple markets and asset classes, using strategies and instruments selected for their robustness, transparency, and resilience across market cycles.

Our value proposition rests on quality asset selection, diversification, risk management, and legal certainty, ensuring alignment with each client’s risk tolerance and objectives.

What Sets Us Apart

Integrity

Integrity defines every decision we make. Our independence and FINMA supervision reflect our unwavering commitment to placing clients’ interests first and adhering to the highest ethical and regulatory standards.

Consistency

We recognize the effort required to build wealth—and the responsibility involved in protecting it. Our robust investment methodology combines forensic analysis with rigorous high-quality asset selection, focusing on businesses that can withstand market fluctuations and deliver sustainable compounding returns. This disciplined approach enables early risk identification and informed decision-making across market cycles.

Reliability

Trust is built through consistency and action. We believe in underpromising and overdelivering, honoring our commitments, and cultivating long-term relationships based on accountability and transparency.

No Complacency

Complacency is the enemy of sound judgment. It blinds one’s critical thinking and prevents from foreseeing the dangers that may arise along the way. We continuously challenge our assumptions, revisit our practices, and leverage technology to improve our processes—ensuring we remain vigilant, adaptive, and fully aligned with our clients’ best interests.

We believe that one recipe for success is about planning and the same is true for your financial journey. To smooth the ups and downs of life it is critical to work on a financial plan early.

Management Team

Hugo Masset
Chief Investment Officer, Managing Partner
Pierre-François Manzetti
Chief Executive Officer, Managing Partner
Guilherme de Faria Gradel
Managing Partner

Our Mission

Our Solutions

Entrepreneurs

Families

Family Offices and Fund Managers