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CORUM Vermögensverwaltung
Stefan Bucher established CORUM Vermögensverwaltung AG in Zurich during 2002, stepping away from an earlier career in private banking at a German...
CORUM Vermögensverwaltung
Stefan Bucher established CORUM Vermögensverwaltung AG in Zurich during 2002, stepping away from an earlier career in private banking at a German institution in the city. The firm has since grown from a single Zurich practice into a group of five specialized companies operating under unified governance, with additional offices in Munich, Menziken and Bad Zurzach. Leadership remains concentrated within the founding family and early partners: Bucher serves as chairman with Christian A. Bucher as CEO, while the investment function is split between co-CIOs Michel Schwarz and Silvio Halsig. CORUM structures client relationships across three service models — active discretionary management, advisory, and execution-only — applied to portfolios of mostly traditional asset classes including equities, fixed income, currencies and alternative allocations. The group does not publish a list of fund commitments or direct holdings, but partners with over 50 custody banks to offer multi-custody aggregation as a structural feature. In 2025 the firm acquired Sensus Plus AG and Vock Wealth Management AG, consolidating two independent Swiss wealth managers into its platform. Team size stands at over 50 professionals according to the firm's website, with client-relationship leads covering Zurich and the German market from the Munich office. Governance sits with CORUM Wealth Management Platform AG, a centralized entity for compliance, risk management and group control functions. Regulatory oversight falls under FINMA and AOOS in Switzerland and BaFin in Germany. The group's structural distinctiveness lies in its refusal to accept any bank ownership, product provider mandates or retrocessions — a posture codified in its governance documents and reinforced by the platform subsidiary. Succession is already partially addressed through the elevation of Christian Bucher to CEO, placing day-to-day operational control with the second generation while the founder retains the chairmanship.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Mainaustrasse 21, 8008 Zurich, Switzerland
Additional offices
Munich, Germany · Menziken, Switzerland · Bad Zurzach, Switzerland
Principals
Stefan Bucher
Chairman, Founder
Thomas Tietz
Vice Chairman
Christian A. Bucher
CEO
Patrick Schaufelberger
Deputy CEO
Michel Schwarz
Co-CIO
Silvio Halsig
Co-CIO
Moritz Studer
Deputy Investment Officer
Josef Marbacher
Chief Economist
Sector focus
Frequently asked questions
Who runs investment decisions at CORUM Vermögensverwaltung?
Michel Schwarz and Silvio Halsig share the Chief Investment Officer role as co-CIOs, while Moritz Studer operates as the Deputy Investment Officer. The founder, Stefan Bucher, serves as Chairman but is not listed in the day-to-day investment function on the firm's website. Josef Marbacher acts as Chief Economist, suggesting macroeconomic input feeds into the asset allocation process.
What is CORUM's ownership structure?
The firm describes itself as owner-managed and in private hands. Stefan Bucher acts as Chairman and Founder, while Christian A. Bucher holds the CEO role, indicating family succession has transferred operational control to the next generation. The group sits under a holding governance entity, CORUM Wealth Management Platform AG, which provides central compliance and risk functions to all subsidiaries.
How is CORUM different from a typical Swiss bank or wealth manager?
CORUM explicitly rejects any bank ownership ties, product mandates, or retrocession arrangements. The firm states it acts purely on behalf of its clients with a completely independent investment process. This posture is structurally reinforced by the dedicated governance subsidiary handling compliance, separating oversight from advisory units.
How does the firm manage client portfolios?
Clients choose from three service levels: active discretionary management, advisory mandates where the client retains decision authority, and execution-only access. CORUM utilizes relationships with over 50 custodian banks, enabling aggregation of accounts held at multiple institutions — a practical feature for Swiss and German families with distributed banking relationships.
What is the significance of the German office in Munich?
The Munich subsidiary, CORUM Vermögensverwaltung Deutschland GmbH, was established as CORUM's first cross-border expansion beyond Switzerland. It operates under BaFin supervision and targets German-speaking private clients, extending the firm's Zurich-originated approach into the Bavarian and broader German market.
Is CORUM structured as a single-family office or an external wealth manager?
CORUM operates as an independent external wealth manager serving multiple private individuals and families — it is not a single-family office. The firm's assets are entirely third-party client mandates rather than a single originating fortune. It holds FINMA licensing as a Swiss wealth management firm.
Has CORUM made recent acquisitions and why?
In 2025 the group acquired Sensus Plus AG and Vock Wealth Management AG, integrating them as subsidiaries. According to the firm, the acquisitions are part of a strategy to strengthen its position as an independent consolidation platform for smaller Swiss wealth managers that share the group's independent, no-conflicts philosophy.
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