# Plenum Investments

Plenum Investments is a Bank / Wealth / Trust based in Zurich, Switzerland.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Zurich, Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** plenum-investments.com
- **LinkedIn:** https://www.linkedin.com/company/plenum-investments-ag

## Regulatory record

- **Reports private funds:** No

## About

plenum ist eine umsetzungsstarke Managementberatung. Seit über 35 Jahren liegt unsere Kompetenz in der Transformationsberatung zwischen Business und IT.

## Sectors

- Insurance-Linked Securities
- Catastrophe Bonds
- Private Credit

## People

- Rainer Schuler — Head of Investment & Managing Partner
- Daniel Zaugg — Head of Insurance-Linked Strategies
- Dirk Schmelzer — Senior Portfolio Manager

## Questions

### Who runs investment decisions at Plenum Investments?

Investment decisions are led by Managing Partner Rainer Schuler, who has been with the firm since its founding in 1998. Day-to-day ILS portfolio management is overseen by Daniel Zaugg, Head of Insurance-Linked Strategies, and Senior Portfolio Manager Dirk Schmelzer. The team operates a centralized research process that combines proprietary natural-catastrophe modeling with external vendor output.

### Does Plenum offer UCITS-compliant ILS funds, and why does that matter?

Yes, Plenum manages a UCITS-compliant ILS fund that provides daily liquidity — a rarity in the insurance-linked securities market where most funds impose quarterly or annual redemption windows. This structure opens the strategy to institutional allocators who require UCITS wrappers, such as European pension funds and insurance companies. The daily-liquidity feature requires the portfolio to hold a significant allocation to liquid catastrophe bonds alongside private ILS positions.

### How did Plenum's funds perform during the heavy catastrophe loss years of 2017–2018?

Plenum's ILS funds absorbed losses during the 2017–2018 period — which included hurricanes Harvey, Irma, and Maria, as well as California wildfires — but did not suspend redemptions or permanently impair their share classes. The firm's ability to maintain operational continuity through that loss cycle and subsequent recovery years is a key differentiator cited by European institutional investors who screen ILS managers for survivorship risk.

### Is Plenum independent, or is it tied to a larger financial group?

Plenum Investments is an independent, partner-owned asset manager based in Zurich and regulated by the Swiss Financial Market Supervisory Authority FINMA. It is not a subsidiary of a bank, insurer, or larger asset management group. The partnership structure means the firm's investment principals hold direct equity in the management company, aligning their incentives with fund investors.

### How does Plenum approach post-event market opportunities?

Plenum has historically adopted an event-driven deployment posture following major catastrophe events, when reinsurance pricing spikes. The firm has publicly reported allocating capital to instruments linked to Hurricane Ian recovery and Japanese typhoon exposures, reflecting a willingness to lean into hard-market conditions when modeled expected returns exceed long-term averages.

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Last updated: 2026-06-03T20:00:00.000Z

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