Swiss Fund Management AG
As a Swiss manager of collective assets (investment funds) in accordance with Swiss law, we have been supporting institutional investors and asset managers in achieving their investment goals since 2009.
Since 2008, we have successfully managed the flexible mixed fund "Swiss Strategie - dynamisch" for public distribution in Germany, Luxembourg and Austria.
In response to client requests, we launched the "Swiss Fund Management - Vorsorgefonds" in 2016, which manages money from the 2nd/3rd pillar but can also be used for untied assets.
Our clients are institutional and professional investors domiciled in Switzerland in accordance with Swiss law, in particular:
We will be happy to provide you with information if you have any questions about your qualification!
Our values
Our core values guide everything we do as a company and as employees. We settle for only the best to ensure our clients are successful.
Independence:
Our independence allows us to find optimal solutions for our clients quickly and unbureaucratically and to implement them promptly. Our employees take responsibility for their actions and decide freely.
Trust:
We earn the trust of our clients and employees through mutual respect, openness, security and performance.
Customer success:
If our customers are successful, so are we. That is why we always do everything we can for them. We offer them solutions tailored to their needs so that they achieve their goals.
Reliability:
We keep our promises and place great emphasis on delivering our services consistently and to the full satisfaction of our clients.
Investment philosophy and strategy
We are transparent and ensure that our clients know at all times how the money entrusted to us is invested.
We invest in blue chip stocks when an undervaluation creates a short-term, favourable opportunity to invest profitably for our clients.
We exploit opportunities in the event of valuation discrepancies on the foreign exchange or interest rate market in your favour.
Our portfolio consists of approx. 25 securities, whereby our investments must be liquid (tradable daily) and are not based on a benchmark.
We prefer:
For our core investments we prefer:
Get to know us - that's who we are:
Our partners
We work with qualified partners whose expertise and quality we can always rely on and who fulfill our high standards of excellence. These are:
BZ Berater Zentrum AG is a Swiss-based asset manager and financial advisor. With a team of trained client advisors, the company offers private clients solutions in the areas of investment, pensions, taxes and financing. Private clients can issue an asset management mandate to BZ Berater Zentrum AG and thus acquire units in the "Swiss Strategie - dynamisch" fund.
IPConcept (Schweiz) AG is a Swiss fund service provider. It offers fund management and fund representation services. It manages the "Swiss Fund Management - Vorsorgefonds" and represents the "Swiss Strategie - dynamisch" in Switzerland.
DZ PRIVATBANK (Schweiz) AG is the custodian bank of the "Swiss Fund Management - Vorsorgefonds”.
LRI Invest is the fund company and fund administrator of our flexible mixed fund "Swiss Strategie - dynamisch”.
European Depository Bank SA is the custodian bank of our flexible mixed fund "Swiss Strategy - Dynamic".