Triaxis AG

Overview

Triaxis AG is a privately run, independent asset-management and multi-family-office firm based in Zurich, Switzerland. The firm reports private ownership, 9 employees and relationships with 17 custodian banks.

It works with various custodian banks, offers no proprietary products and aims to reduce conflicts of interest through product and service transparency, helping reduce potential conflicts of interest.

History

Triaxis AG was founded in 1983. The firm reports more than 40 years of experience in financial services across its team.

Leadership

Christoph S. Ziegler is Managing Partner, specializing in asset management and financial planning. Dr. Thorsten Krauss is Chief Investment Officer, specializing in asset management and research.

Santiago Pazur, Gerry Unterluggauer and Hans Wartenweiler are Partners; their stated specialties include asset management, asset planning and options. Claus Wersikowsky is Senior Relationship Manager, specializing in asset management, real estate and alternative markets.

Services

Triaxis provides asset management, investment consulting, asset planning, financial and pension planning, family-office services and complementary services.

Its family-office offering includes tax and asset planning, trustee services and family governance. The firm also reports supervision by FINcontrol Suisse AG, an independent Swiss supervisory organisation acting on behalf of FINMA.

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Family governance and education

Client focus

Triaxis serves individual clients, family offices, trusts, foundations and private funds. Its multi-family-office model supports clients seeking coordinated investment, planning, governance and trustee services.

Investment approach

Triaxis describes its investment process as top-down and value oriented. The process combines macroeconomic and industry analysis with company research.

The firm uses a core-satellite strategy, combining a diversified core with complementary investments in active and passive funds, ETFs and direct investments. Depending on a client’s risk profile, portfolios may also include commodities, precious metals, real estate, hedge funds, ETFs and structured products for diversification and risk management.

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This Zurich-focused page helps readers place Triaxis AG within the local market for independent asset managers and multi-family offices. It provides regional context for a family or business owner comparing providers that work with individual clients, family offices, trusts, foundations and private funds.

• GuideMultifamily office services

  This overview explains the service areas commonly offered by multi-family offices, including investment management, tax planning, trust and fiduciary work, and family governance. Readers can use it to map their priorities to the capabilities described for Triaxis AG.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com gives readers a way to research family offices, investors and related contacts beyond a single firm profile. For someone considering Triaxis AG, it can support broader market research on potential advisers, counterparties or structures connected to private wealth.

• GuideWhen does a family need its own office

  This page addresses when a family may need dedicated office support instead of handling wealth matters separately. Its discussion can help readers assess whether services such as tax planning, fiduciary administration, investment oversight or family education fit their circumstances.

• Similar firmsARISE Partners AG
  ATAG Family Office AG
  Baumgartner Family Office AG

  Profiles of ARISE Partners AG, ATAG Family Office AG and Baumgartner Family Office AG offer nearby reference points on this site. Comparing their stated services, client focus and locations with Triaxis AG can help a reader frame questions for an initial discussion.

Sources

1. https://www.triaxis.ch/home-us/
2. https://www.triaxis.ch/about-us/
3. https://www.triaxis.ch/team/
4. https://www.triaxis.ch/investment-philosophy/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.