Multi-Family Office

Updated:

Verium AG

Verium AG was established in 2011 by Marc Erni, Markus Heeb, and Matthias Huber. The firm draws its client base from several Swiss entrepreneurial families...

Verium AG logo

Verium AG

Verium AG was established in 2011 by Marc Erni, Markus Heeb, and Matthias Huber. The firm draws its client base from several Swiss entrepreneurial families whose capital it manages on a multi-family basis. The firm deploys capital through direct co-investments, SPVs, private equity, real estate, infrastructure, and secondaries. It covers buyout and growth stages. Confirmed geographic reach includes Europe and Oceania. Portfolio activity centers on mid-market businesses and development projects. Sector exposure spans FinTech, AgriTech & FoodTech, PropTech, ClimateTech, Energy Transition & Renewables, Healthcare Services, and Industrial Tech. The firm also holds specific residential assets including Equinox 76 in Rüschlikon and Aeris in Küsnacht. Team size and total deployment figures remain undisclosed. Verium maintains membership in SECA and SAAM. It lists additional partners including George Merk, Dr. Marco Balmelli, and Dominique Frey on its board and investment committees. No adjacent philanthropic vehicles or club memberships beyond the two professional networks appear in public materials. Verium operates as an independent multi-family office rather than a captive vehicle tied to a single operating company. Its structure separates wealth-management mandates from direct-investment committees, allowing parallel execution of liquid and private-market programs for multiple families.

General information

Firm type

Multi Family Office

Year founded

2011

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Zurich, Switzerland

Principals

Marc Erni

Managing Partner and Head of Direct Investments

Markus Heeb

Partner and Head of Family Office

Matthias Huber

Partner and Head of Wealth Management

Jonas Birk

Partner Wealth Management

Stephanie Roller

Partner Direct Investments

Sector focus

FinTechAgriTech & FoodTechPropTechClimateTechEnergy Transition & RenewablesHealthcare ServicesIndustrial Tech

Frequently asked questions

Who runs investment decisions at Verium AG?

Marc Erni serves as Managing Partner and Head of Direct Investments. Markus Heeb leads the Family Office function while Matthias Huber heads Wealth Management. Additional partners sit on the Direct Investments and Real Estate Investment Committees.

How does Verium AG source proprietary deal flow?

The firm leverages relationships with Swiss entrepreneurial families and its network within SECA. It structures direct private equity and real estate programs rather than relying solely on external fund commitments.

Is Verium AG structured as a single family office or does it operate more like a venture firm?

Verium AG functions as a multi-family office. It coordinates wealth management, tax, legal, and governance services alongside direct investments for multiple families.

Does Verium AG participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs. It also maintains real estate holdings and secondaries exposure alongside private equity activity.

What investment stages does Verium AG typically target?

Verium targets buyout and growth stages. It focuses on mid-market businesses and development projects rather than early-stage venture.

Where does the underlying wealth come from?

The capital originates from several Swiss entrepreneurial families. No single founding family or operating company is identified as the sole source.

What is Verium AG's known posture on co-investments alongside external GPs?

The firm structures its own direct co-investment vehicles and SPVs. Public materials do not detail participation in third-party GP-led syndicates.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Zurich Multi Family Office profiles