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Solidinvest
Solidinvest AG is an independent wealth management company founded in 1985 in Zürich, Switzerland. It specializes in investment advisory and asset management...
Solidinvest
Solidinvest AG is an independent wealth management company founded in 1985 in Zürich, Switzerland. It specializes in investment advisory and asset management for private clients. The company serves individuals with a global investment universe, focusing on the Swiss market.
General information
Firm type
Generalist
Year founded
1985
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Zurich, Switzerland
Frequently asked questions
Who runs investment decisions at Solidinvest?
Solidinvest describes itself as 'inhabergeführt' — owner-managed — indicating that investment decisions rest with the firm's principals rather than an external committee or parent entity. The firm has not publicly named its current managing partners or portfolio managers, so individual decision-makers cannot be cited.
Is Solidinvest structured as a family office or a traditional asset manager?
It operates as an independent asset manager, not a single- or multi-family office. Its FINMA license, granted 18 May 2022, authorises it to provide discretionary portfolio management and advisory services to private clients under Swiss regulation. There is no evidence of pooled fund structures or institutional separate-account mandates.
What investment stages or asset classes does Solidinvest typically target?
The firm's public commentary references equities, bonds, precious metals, and cryptocurrencies. Its 'Dear Investor' updates from 2025 and 2026 signal tactical allocation shifts across these asset classes, not long-duration private-market commitments. No venture-capital, private-equity, or direct-deal activity has been disclosed.
Does Solidinvest participate in fund commitments or only direct portfolios?
There is no public indication that Solidinvest allocates to external fund managers. Its published materials emphasise direct security selection within discretionary mandates, consistent with a boutique that builds portfolios from individual stocks, bonds, and commodities rather than acting as a fund-of-funds.
How is Solidinvest regulated, and when did that regulatory status change?
Solidinvest has held a FINMA licence as an asset manager since 18 May 2022, per its own disclosure. Before that date, the firm operated under the transitional provisions that Switzerland introduced for independent asset managers. The licence signifies compliance with the Financial Institutions Act and ongoing prudential supervision.
Profile maintained by Altss 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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