Swiss Financial Engineering AG
Swiss Financial Engineering AG is a multi-family office headquartered in Zurich, Switzerland.
Swiss Financial Engineering AG
Swiss Financial Engineering AG is a multi-family office headquartered in Zurich, Switzerland. Founded in 2008, the firm structures and administers tailored investment vehicles, portfolio management mandates and cross-border wealth planning for affluent families and their operating companies. Its team integrates Swiss fund management expertise with global asset allocation, risk oversight and consolidated reporting, aligning strategic capital with generational priorities—supporting institutional-grade governance and disciplined, tax-efficient growth.
General information
Firm type
Multi Family Office
Year founded
2008
AUM
—
Location
Region
Europe
Country
—
City
Zug
Corporate office
—
Frequently asked questions
What is Swiss Financial Engineering AG?
Swiss Financial Engineering AG is a multi family office headquartered in Zug.
When was Swiss Financial Engineering AG founded?
Swiss Financial Engineering AG was founded in 2008.
Where is Swiss Financial Engineering AG headquartered?
Swiss Financial Engineering AG is headquartered in Zug, in the Europe region.
What does Altss track for Swiss Financial Engineering AG?
Altss maintains an OSINT-verified profile of Swiss Financial Engineering AG covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Swiss Financial Engineering AG's website?
Swiss Financial Engineering AG's public website is www.sfe-ag.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Swiss Financial Engineering AG?
Swiss Financial Engineering AG is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on Swiss Financial Engineering AG?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Swiss Financial Engineering AG?
Swiss Financial Engineering AG's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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