Independent, neutral asset management in Zurich - For more added value with strict risk control. 

 

We are among the few Swiss independent asset management companies that have received the FINMA license in accordance with Fidleg/Finig. The deadline to get the license as asset manager expires in 2022. Read more: Click here

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We manage your assets with a conservative investment philosophy: We do not promise heaven on earth, but focus on the sensible and realistic results.

We want to convince clients with this tailor-made approach to asset management. The first discussion with a customer is therefore primarily about the customer's needs.

We take the time for the necessary discussions without pushing the customer in one direction or the other. Because only what is good for the customer is good for us too.

 

News

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  • We are among the first Swiss independent asset managers to receive FINMA licence in accordance with Fidleg/Finig.

  • We welcome Prof. Dr. oec. Teodoro D. Cocca, to the Financial- and Economic Board of Grimaldi & Partners Ltd.
  • We welcome Urs Gallmannt to the Financial- and Economic Board of Grimaldi & Partners Ltd.
  • We welcome Prof. Dr. iur. Reto A. Lyk to the Financial- and Economic Board of Grimaldi & Partners Ltd.
  • Our media reports are regularly rated as informative and useful with top ratings.

Media

Stock market blog