Independent. Active. Committed.

We support both private investors and institutional investors of all sizes with their investments. In doing so, we rely on active, independent asset management with a strong domestic focus and trust in our own expertise: we also buy all the securities we acquire for our clients for ourselves.

Our investment philosophy

Our sustainability approach

Team

Our team of specialists combines analytical expertise with specialist knowledge.

Team

Our team of specialists combines analytical expertise with specialist knowledge.

Managing Partners

Timo Dainese
Prof. Dr. Maurice Pedergnana

Board of Directors

Barend Fruithof (CBOD)
Albert Angehrn
Livio Dainese
Karl Huwyler
Aline Wey Speirs

Advisory Board

Prof. Dr. Bernd Schips (Chm.)
Rolf Bertschi
Patrick Bucher
Alexander Ineichen
Dr. Stephan Kloess
Urs Scholl
Sybille Wyss

2000
Founding
69
Employees
4.3
billions CHF worth of assets under management

Facts

Clients

Private individuals, companies, pension funds, foundations, institutions, and NPOs

Memberships

Alliance of Swiss Wealth Managers (ASV), Swiss Management Association (SMG), Zug Chamber of Commerce

Supervisory Authority

The Swiss Financial Market Supervisory Authority (FINMA)

Awards

BILANZ

Best asset management company in Switzerland 2023, 2020, 2019, 2018 (1st Place) / 2022, 2021 (3rd Place)
to the article of the BILANZ rating →

ZWEI Wealth

Rating “highly recommended” August 2023

Morningstar

5 stars for 10 years 2015–2024

Citywire

Top 50 Asset Manager 2023, 2022, 2021, 2020, 2019

Contact

You can find us in the historic Lüssihof at the foot of the Zugerberg mountain.

Contact

You can find us in the historic Lüssihof at the foot of the Zugerberg mountain.