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 team of specialists combines analytical expertise with specialist knowledge.
TeamOur 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
Judith Bellaiche
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
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, 2019Top Swiss Franc Bond Manager 2018, 2017
You can find us in the historic Lüssihof at the foot of the Zugerberg mountain.
ContactYou can find us in the historic Lüssihof at the foot of the Zugerberg mountain.