You and your wealth need to be in safe hands. The focus of our service is the long-term management of your wealth on an impartial basis. What this means is: everything revolves around your needs and your expectations.
Financial Services Act (FinSA) brings major changes for independent asset managers. With us you remain master of your own house, resp. Boss of your own company.
Become our partner and look after your customers on our platform. Devote yourself wholeheartedly to your customers and pass on the administration to us!
A strong partner with vision for your finances
Invest-Partners Wealth Management AG was founded in 2002. The firm now has more than twenty partners and has had an established presence in the market as a network of independent portfolio managers for more than a decade. Our offices at Talacker 35 lie in the heart of Zurich, just a few minutes on foot from Paradeplatz and Bahnhofstrasse.
Invest-Partners is subject to prudential supervision by FINMA, the Swiss Financial Market Supervisory Authority (www.finma.ch). Ongoing supervision is the responsibility of AOOS – Schweizerische AG für Aufsicht, Zurich (www.aoos.ch), which is authorised as a supervisory organisation under the Financial Market Supervision Act. AOOS monitors the business activities of its affiliated asset managers and trustees with regard to compliance with the legal provisions and the licensing requirements.
In addition to the aforementioned supervision, we are an active member of the Swiss Association of Asset Managers SAAM.
Invest-Partners is affiliated with the independent ombudsman institution FINOS, which is recognized by the Federal Department of Finance. In the event of any disputes about legal claims between our clients and Invest-Partners, our clients can contact this ombudsman’s office at any time. Information on any administrative costs in connection with mediation procedures can be found on the website of the ombudsman institution.
The winning team
The hard core that makes Invest-Partners a strong team
The management team and its board form the „hard core“ of Invest-Partners. They are supported by a highly efficient back office organisation with sophisticated risk management and risk monitoring tools.
Bruno A. Locher
Stv-GL, Senior Partner
Board of Directors
Prof. Thomas Fischer
Heinz A. Blank
Giuseppe de Simone
Markus U. Keller
Bruno A. Locher