Lungershausen Eggensperger Enzler & Partner

Lungershausen Eggensperger Enzler & Partner

Founded in 2008 by BHF-Bank veteran Harald Lungershausen alongside Michael Eggensperger and Christian Enzler, the firm traces its advisory lineage to Lungershausen's original 1991 vehicle, Lungershausen + Janson AG. The current partnership includes Rainer E. Hansen, who joined in 2010 after stints at Deutsche Bank, Julius Bär, and swisspartners. The firm's roots sit squarely in the German-Swiss private-banking corridor, and it has carried forward long-tenured relationships from the former BHF-Bank (Schweiz) AG era. LEEPAG runs fund-based discretionary mandates with a global, broadly diversified posture aimed at an audience of Swiss and German private clients and families. The firm publicly discloses a model portfolio that delivered a 7.26% simple annual return in EUR from 1992 through March 2026. It takes no retrocessions, builds no proprietary products, and structures client assets at independently chosen custodian banks — an architecture that removes the incentives conventional private banks embed in distribution. Asset classes are not enumerated on the public site, but the global-capital-markets mandate and multi-decade track record imply exposure across equity, fixed income, and alternatives. The firm operates from a single office in Thalwil, outside Zurich. On December 21, 2023, the Swiss Financial Market Supervisory Authority FINMA formally licensed LEEPAG as a wealth manager under the new regulatory framework — a transition that codifies its existing compliance posture and qualifies it for institutional onboarding. The partnership structure relies on four named partners and does not disclose total headcount or aggregate client assets. Structurally, LEEPAG diverges from most Swiss wealth shops by tying its economics solely to a disclosed, two-tier fee schedule — 1.25% of assets or a 0.625% base plus 10% performance fee with a high-water mark, subject to degressive rates above CHF 10 million and a CHF 12,000 annual floor. There is no bank holding-company overlay and no in-house securities issuance, making client-agency alignment the sole economic driver. That independence, paired with a model portfolio track record stretching back to 1992, gives the firm a rare narrative advantage in a market still dominated by retrocession-funded distributors.