Asset Manager

Updated:

Mobiliar Asset Management

Mobiliar Asset Management was established in 1826 in Bern. It functions as the dedicated asset manager for die Mobiliar Holding and the group's pension funds.

Mobiliar Asset Management logo

Mobiliar Asset Management

Mobiliar Asset Management was established in 1826 in Bern. It functions as the dedicated asset manager for die Mobiliar Holding and the group's pension funds. The firm offers MobiFonds products to outside private investors alongside its captive mandates. The manager pursues buyout and venture strategies. Capital is deployed through fund vehicles rather than direct co-investments or club deals. Geographic reach stays concentrated in Switzerland and neighboring European markets. No additional offices or headcount figures appear in available records. No dated operational events from the past 24 months are documented. The firm maintains a captive relationship with its insurance parent that supplies both assets and investment guidelines.

General information

Firm type

Generalist

Year founded

1826

AUM

Undisclosed

Location

Region

Europe

Country

Switzerland

City

Bern

Corporate office

Bundesgasse 35, 3001 Bern, Switzerland

Frequently asked questions

Who runs investment decisions at Mobiliar Asset Management?

No named investment committee members or CIO appear in public records.

Does Mobiliar Asset Management participate in fund commitments or only direct deals?

The firm runs its own open-ended funds and manages captive pension assets.

Where does the underlying wealth come from?

Assets originate from die Mobiliar Holding and its pension funds.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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