Targa 5 Advisors offers a comprehensive and modular platform to support independent asset managers in Switzerland, enabling them to thrive in an increasingly complex regulatory environment — while preserving their autonomy.
As regulatory requirements intensify, so do operational, compliance, and technological challenges. Our goal is to let you focus on what matters most — serving your clients — while we take care of the rest.
We combine advanced technology, regulatory expertise, and customized solutions, ensuring seamless integration with your workflows and tangible gains in productivity.
Tailored solutions for discerning professionals:
- Compliance & Risk Management – Regulatory guidance, risk controls, and governance support.
- Contractual & Regulatory Support – Assistance with documentation and adapting to new regulatory developments.
- Operational Efficiency – Administrative delegation, IT support, insurance solutions, and streamlined back-office.
- Ongoing Education & Development – Access to continuous training, technical workshops, and sector updates.
- Custodian & Regulatory Relationships – Management of direct interactions with custodians and regulators.
- Advanced Reporting & Consolidation – Performance reports, risk analysis, and consolidated client views.
- Management Technology & Tools – CRM platforms and portfolio systems tailored to independent managers.
- Investment & Portfolio Support – Strategic policy formulation, investment research, and portfolio assistance.
- Custodian Bank Services – Secure and efficient custody solutions for end clients.
Fueling your growth with structure and freedom.
With Targa 5 Advisors, you gain access to the infrastructure, tools, and expertise you need to scale securely, uphold your independence, and offer your clients an elevated service experience.
Let’s talk about how we can support your success.