# Invest-Partners

Invest-Partners is a Multi Family Office based in Zurich, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Zurich, Switzerland
- **Region:** Europe
- **Address:** Talacker 35, Zurich, Switzerland
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** www.invest-partners.ch
- **LinkedIn:** https://www.linkedin.com/company/invest-partners-wealth-management-ag

## About

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.

## Sectors

- Private Credit
- Hedge Funds
- Real Estate
- Secondaries & Special Situations

## People

- Mario Pfiffner — CEO
- Giuseppe De Simone — Deputy CEO, Senior Partner
- Werner Vontobel — Board Member

## 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.

## Related profiles

- [truFP](https://altss.com/profile/investment-planning-advisors)
- [Invision Capital](https://altss.com/profile/invision-capital-group)

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Last updated: 2026-07-06T01:24:18.792Z

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