Providing Tailored Wealth Management Services,
Financial Advice and complete Transparency. 
A business built on Trust.

What Sets Us Apart

We are a truly independent wealth manager - owned and managed by the partners.

We build trust over time by understanding, defining and helping our clients to achieve their long term financial goals.

We provide full transparency on fees.

We keep a razor sharp focus on minimising product, transaction, brokerage and foreign exchange costs when managing client portoflios.

Is your portfolio aligned with your risk tolerance and financial goals?

Why work together with us?

Customised investment management solutions and financial planning and advice for our clients.

Independent, owner managed with a fully transparent fee structure.

Single point of contact for your relationship and access to a full range of wealth and investment solutions.

Incentivised to achieve the best outcome for clients. We are not compensated for selling products.

Ensure the alignment between client’s investment profile and their financial goals.

Investment approach has a strong foundation in behavioural finance. We understand how people make decisions and how it could derail progress towards our client’s financial goals.

Regular communication and dialogue (in English or German) with clients combined with individual reporting and digital access.

Extensive experience managing expats' wealth.

About Aquila Associates Investments

Aquila Associates Investments Ltd. is an independent wealth manager based in Basel, Switzerland. We provide independent discretionary wealth management and investment advisory services for individuals, families, trusts and corporations. The partners have over 60 years combined experience in financial markets and asset management. Aquila Associates Investments Ltd. has a license from FINMA (Swiss Financial Market Supervisory Authority) to operate as a portfolio manager and is directly regulated and supervised by FINMA.