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1875 Finance
Zurich-based multi-family office 1875 Finance deploys open-architecture portfolios for Swiss and international private clients.
1875 Finance
1875 Finance was established to serve the wealth management needs of a limited group of Swiss families, forming an independent multi-family office anchored in Zurich. The firm's ethos reflects a disciplined, private-banking heritage, prioritizing conflict-free advice and tailored portfolio construction over proprietary product distribution. The firm deploys capital across a broad range of asset classes, including global equities, fixed income, real estate, and private equity, employing a manager-of-managers approach. Rather than running internal pooled funds, 1875 Finance structures bespoke mandates for each family, selecting best-in-class external managers and direct co-investments. Geographic exposure extends from core Swiss and European markets to selective allocations in North America and Asia. With a lean team of experienced private bankers, 1875 Finance emphasizes long-term wealth preservation across generations. The firm often coordinates with external tax and legal counsel, offering a consolidated view of assets held at multiple custodians. 1875 Finance maintains a deliberately low public profile, consistent with the confidentiality requirements of its ultra-high-net-worth client base. Structurally, the firm distinguishes itself through its partnership model and open architecture. Unlike large private banks that push in-house products, 1875 Finance's small partnership ensures that advisor compensation is directly aligned with client outcomes, not transaction fees. This governance structure allows it to act as an outsourced family CIO without the conflicts that arise from a balance-sheet-driven institution.
General information
Firm type
Generalist
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Zurich, Switzerland
Frequently asked questions
Who makes investment decisions at 1875 Finance?
Investment decisions are made collectively by the firm's managing partners, who draw on backgrounds in Swiss private banking. They set strategic asset allocation and select external managers, rather than delegating to a separate investment committee or parent bank.
Does 1875 Finance offer proprietary investment products?
No. 1875 Finance follows an open-architecture philosophy, selecting external funds, managers, and direct investments for client portfolios. The firm does not manufacture or distribute its own in-house investment products, reducing conflict-of-interest risk.
How does 1875 Finance source investment opportunities?
Deal flow is sourced through the firm's network of private banks, fund managers, and co-investor contacts built over decades of Swiss wealth management. For private market allocations, the firm typically accesses opportunities via well-established fund relationships or direct introductions from other family offices.
How does 1875 Finance's structure differ from a traditional Swiss private bank?
1875 Finance is an owner-operated partnership, not a bank. It does not hold a banking license or take deposits. This structure separates wealth advice from product distribution, allowing the firm to act as a pure fiduciary without incentives to push in-house lending, trading, or asset management products.
Is 1875 Finance a single-family office or a multi-family office?
1875 Finance operates as a multi-family office. It serves a select group of unrelated wealthy families, pooling resources for manager access and due diligence while keeping each family's assets segregated and managed to bespoke mandates.
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