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Invest-Partners
Die Firma Invest-Partners Wealth Management AG wurde 2002 gegründet. Das Unternehmen zählt mittlerweile mehr als zwanzig Partner und hat sich als Plattform...
Overview
Die Firma Invest-Partners Wealth Management AG wurde 2002 gegründet. Das Unternehmen zählt mittlerweile mehr als zwanzig Partner und hat sich als Plattform unabhängiger Vermögensverwalter etabliert.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Talacker 35, Zurich, Switzerland
Principals
Mario Pfiffner
CEO
Giuseppe De Simone
Deputy CEO, Senior Partner
Werner Vontobel
Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Invest-Partners?
No single CIO sets house views. Each of the 20 senior partners — including specialists like Heinz Blank (mixed and hedge funds), Andy Aeschbach (alternatives and impact), and Anatol Müller (financial analysis) — manages their own discretionary client portfolios independently. The central platform provides regulatory and operational infrastructure but does not impose a centralized investment committee.
Is Invest-Partners a family office or a traditional asset manager?
It operates as a multi-family-office-style platform under a FINMA-regulated wealth manager license. Senior partners often handle family-office-adjacent services such as succession planning, tax coordination, and consolidated reporting for wealthy families and entrepreneurs, but the central entity itself does not consolidate client assets into a single pool.
Does Invest-Partners manage proprietary funds?
No. The firm uses an open-architecture model, allocating client assets to third-party banks and fund managers. Clients gain exposure to hedge funds, private credit, real estate, and other alternatives through external providers selected by individual partners, not through in-house vehicles.
What is Invest-Partners' regulatory status?
The firm is directly supervised by FINMA, the Swiss Financial Market Supervisory Authority, with ongoing oversight delegated to AOOS, a recognized supervisory organization. It is also a member of the Swiss Association of Asset Managers (VSV) and affiliated with the FINOS ombudsman office, giving clients formal dispute-resolution access.
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