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.

Partners bring their own client relationships, typically built over decades at large Swiss banks such as UBS, Credit Suisse, and LGT. The platform's value proposition is not lead generation but operational independence: advisors who join can serve existing clients without building a compliance team, which acts as the primary retention and recruitment mechanism.

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.

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.

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.

The partnership covers traditional liquid markets — equities, bonds, and FX — alongside alternatives including hedge funds, private credit, and real estate. Partners often apply a conservative, long-only Swiss-franc-centric approach, but some, like Mario Sucameli, integrate macro-economic and technical analysis. The firm does not typically engage in venture capital or direct private equity deals.

Governance rests with a management board led by Mario Pfiffner and Giuseppe De Simone, plus a board of directors that includes Werner Vontobel and Prof. Thomas Fischer. Partners operate as senior advisors with individual client books, and no public succession plan exists, though the firm's two-decade track record suggests continuity through gradual partner transitions.