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. >>
The new Financial Services Act (FinSA) brings major changes for private asset managers. With us you remain master of your own house, resp. Boss of your own company. >>
Invest-Partners Wealth Management Ltd was founded in 2002 by Thomas Stricker, the present CEO. 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.
Switzerland, where we are based, is and remains a refuge of political, economic and social stability.
We are subject to supervision under the Anti money Laundering Act by VQF, the leading, officially FINMA-recognised and supervised self-regulatory organisation (SRO). In addition, we are member of the BOVV VQF, the industry organisation for independent asset managers.
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.
Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20, 8001 Zürich
Phone: +41 44 552 08 00
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.
Born 1961, married, two children.
I can look back on 30 years of experience in various areas of Private Banking, Asset Management and Investment Banking, gained at several first-class banks and financial institutions worldwide.
Due to the fact that I spent many years in North America, I have also acquired a thorough knowledge in management as well as an advanced understanding of investment strategies within the world of finance. As a Swiss national abroad, I have been able to benefit from an enriching and multicultural view of the world.
I enjoy advising clients with a mix of Swiss precision and a diversified, international approach to banking.
Furthermore, I can communicate fluently in German, English, French and Spanish.
As an independent asset manager with Invest-Partners Wealth Management AG, I can benefit from my experience in a dynamic and proactive manner, in order to meet the highest expectations for my customers. I can guarantee an invigorating longterm business relationship, creating added value on both sides.
In addition to my traditional asset management approach, I have further developed competencies in alternative investments, real estate as well as social impact investments.
As an international certified business coach, I am also engaged in advising banks, financial service providers, as well as their staff. www.katana-coaching.ch
Hobbies: family, sports, music (guitar), friends and wine & dine.
Telefon: +41 43 344 81 86
Born and raised in Zurich, married with two adult children.
Having graduated in economics, I started my career as a real estate agent. For the last 30 years I have worked as an investment adviser and a wealth manager for some large and boutique banks. I have clients from all over the world with the majority in Europe and the Middle East.
In 2007 I became self-employed and joined Invest-Partners as an independent asset manager.
My areas of special interest are balanced funds and hedge funds and I am happy to converse in English and French in addition to German.
My guiding principles: achieve a good return even in bad times; investing money is a marathon, not a sprint; look after your client’s money as carefully as you would look after your own.
I spend my leisure time gardening and enjoying architecture and art.
Telefon: +41 43 344 98 77
I was born in 1960, grew up in Solothurn and have been living since 1982 in Meilen on Lake Zurich.
After completing my bank apprenticeship I discovered a passion for the securities business at a small bank in Zurich. While working as a broker at the Zurich Stock Exchange in 1987 I got my first experience of a large stock market crash. This experience has stood me in good stead and taught me not to panic when markets are difficult.
I later transferred to the Private Banking department at one of the major Swiss banks.
Since 1998 I have looked after my own clients at various independent asset manager firms. In view of the ever-changing regulatory environment and the increasing demands made of our industry, I decided to join a firm with a good reputation and one which is well-positioned for the future. That spoke for Invest-Partners Wealth Management.
An experienced team deals with all the administrative and regulatory tasks, leaving me to focus on the needs and demands of my clients. Thanks to regular exchanges of information with the twenty other Partners at the firm I am able to benefit from a considerable pool of knowhow and experience which in turn benefits my clients.
To balance my work my family and friends are very important for me; I enjoy spending time on the golf course or the ski slopes and of course good food and fine wines.
Telefon: +41 (0)43 344 98 70
Until becoming an independent Senior Partner with Invest-Partners Wealth Management Ltd, I spent 15 years as advisor to wealthy Swiss clients at a universal bank both in Zurich and on the right-hand shore of Lake Zurich in Küsnacht. Previously I had worked in Zurich for a Japanese bank and one of the large Swiss financial institutions in their securities and investment department.
I am convinced that the most important factor in the relationship between client and advisor is trust. The client must be certain that the advisor makes all decisions to the best of his knowledge and always acts in the interest of the client. He can only achieve this if he adheres unconditionally to the chosen parameters as regards investment strategy, restrictions etc. The client must be convinced that the advisor will look after his assets as if they were his own.
My aim is for a relationship between partners based on trust, in which one party accompanies the other through good times and bad. In view of the limited number of clients I now look after, my independence as regards choice of products and banks, as well as the wide-ranging knowledge of the other Senior Partners working at Invest-Partners I am able to offer you, the client, added value which will work out to your advantage.
In my leisure time I do a lot of sport (beach volleyball, tennis, skiing etc) and enjoy visiting cities in Europe and further afield.
I am happy to meet you at any time for a discussion without obligation and look forward to you contacting me!
Telefon: +41 43 344 89 87
Born in 1965, I have a degree in business administration and specialist qualifications in the private life assurance business.
I have built up 30 years experience in private banking with various banks in Switzerland and elsewhere, the last ten of which in management positions.
I concentrate on private life assurance as well as estate and financial planning.
I am proud to be able to give impartial advice to my clients, free from conflicts of interest.
Outside work my family, interesting books, Italian cuisine and not least skiing play an important role in my life.
Telefon: +352 661 662 070
Born 1965, married with one child.
I joined Invest-Partners in the summer of 2003. As the longest-serving Partner I enjoy the celebration of an over 10 years anniversary with the company.
With more than 20 years industry experience in securities trading and private banking at various Swiss and foreign institutions, the concept of Invest-Partners really speaks to me.
It’s all about collaboration! While we exchange ideas with each other at a personal level we have the independence and freedom to act as we wish.
We live our motto: a partnership of independent asset managers!
My philosophy: Personal and individualised asset management for private clients with tailored and performance-oriented investment advice.
This requires a relationship built on trust!
My top priority is to achieve sustainable capital growth for my clients. Absolute return is key. My independence allows me to make investment decisions free from obligation or conflict of interest.
I find relaxation in my family, a good meal accompanied by a matching wine and sporting activities such as mountain biking, inline skating, diving and skiing.
Telefon: +41 43 344 98 78
Born 1955, married with two grown-up children.
I have more than 30 years banking experience, of which 23 were spent in the Private Banking subsidiary of an internationally active foreign bank. My wide-ranging banking knowledge was gained in spells in FX and precious metals trading, in wealth management and in looking after an international private client customer base.
Now, as part of Invest-Partners Wealth Management Ltd, I have the chance to give my clients advice that is independent and tailored to their individual circumstances, without strategy being dictated by an employer.
In my free time I ski or ride my motorbike, depending on the season. I also enjoy reading and developing my cooking skills.
Telefon: +41 43 344 98 92
Bachelor of Science in Economics.
For over 25 years I have worked in finance. I have built up my extensive knowledge in management positions with respected banks both in and outside Switzerland. My professional skills and competence derive from many years of looking after a discerning, international clientele.
For two years from 1997 to 1999 I built up the Czech Republic-based private client business for a European banking group in Prague. This was an exciting and challenging assignment.
Today I see financial advice as a matter for senior management, not for junior staff!
Having become independent in 2007 I am now able to look after my clients on an individual basis. For me, independence means that the needs of the client and the unrestricted choice of investment products become central to what I offer and that I am free from any conflicts of interest.
As a Senior Partner of Invest-Partners I can guarantee continuity of advice. I am always available for my clients and guarantee a multiyear, personal relationship without the risk of problems that occur when advisers change.
I balance my work with my family and sporting activities such as mountain biking, golf and skiing. I also enjoy travel.
Telefon: +41 43 344 98 72
Federal diploma for financial analyst and portfolio manager
I have over 20 years experience at Swiss private banks and one of the universal banks, chiefly in the areas of portfolio management and private banking.
Telefon: +41 79 899 64 84
With over 30 years' experience in leading positions within the global banking industry in Switzerland and Germany, I can bring my private and institutional clients detailed professional knowledge of areas such as credit, foreign exchange and securities trading as well as wealth and financial advice. As an independent banking and finance all-rounder I am not only able to focus on the individual needs of my clients but also tailor my advice to suit their personal situation without being influenced by the policy of any institution.
I was born in Basel in May 1947. After my early training I studied Business/Economics at the University of London. Unlike so many bankers I worked in trading and industry for a considerable period. Long spells abroad in the UK, Germany and South America have taught me to adapt to foreign ways of thinking.
I consider my interest in painting and music to be a broadening of the mind. Over ten years ago I took on the role of chairman of a foundation which supports young soloists in Switzerland.
I keep fit by sailing, skiing and running.
Telefon: +41 43 344 98 76
A native Englishman with over 25 years experience in private banking and the international financial markets.
I specialise in assisting clients from Asia, especially Japan, as investors from this region generally find it difficult to access true Swiss private banking.
My considerable knowledge of Japanese culture comes from having both lived and worked in the country. With considerable experience of looking after Japanese private investors, I am almost alone in Switzerland in being able to respond to the particular needs of this market.
Aside from Japanese and English I speak German, French and Italian and am happy to advise clients in any of these languages.
I find relaxation in a good meal – sushi is my first choice, naturally – as well as playing the cello in a string quartet.
Telefon: +41 43 344 98 71
Accredited financial planner in Switzerland, born in 1968.
I have more than 20 years experience of private banking built up in various Swiss banks in and outside Switzerland.
Thanks to my absolute independence I am free of any conflicts of interest and can select the best investment products for the investor from whichever bank I like.
My aim is to offer holistic and transparent advice and wealth management. The basis for this is to develop an individual strategy tailored to the desired risk profile.
It goes without saying that I want to achieve sustainable capital growth for my clients.
I relax with my family (I have two children) and friends, as well as spending time outdoors and travelling.
Telefon: +41 43 344 81 85
I was born and brought up in Zurich.
I have worked in the financial services industry for over 20 years during which I have been able to gain experience and knowledge of a wide range of departments in a number of financial institutions. For the past 15 years I have been working in Private Banking where I have specialised in Macroeconomics and Technical Analysis.
As an independent portfolio manager with Invest-Partners Wealth Management Ltd I have the opportunity to look after clients dynamically and proactively so that I can continually focus on their needs.
My hobbies include football and travel and I also enjoy reading economic history.
Telefon: +41 44 515 52 08
I have a degree in economics from the University of Zurich and more than ten years professional experience in private banking gained at various institutions, for the past few years in management roles. Amongst other assignments I was jointly responsible for the content, format and introduction of the client advisory process at one of the leading Swiss banks.
Honesty and transparency, coupled with respect when dealing with my clients, form the basis of a long-term relationship built on trust. My impartiality when selecting investments is your guarantee of wealth management free of any bank pressure and conflicts of interest.
My mother tongues are German and Czech. In addition, I speak fluent English and have a good knowledge of French.
I like to relax with my family and friends as well as taking part in sporting activities such as skiing, tennis and long Nordic Walking tours.
Telefon: +41 43 344 81 87
Born in 1947.
After a spell as trainee banker with a quoted bank I worked in various departments at a number of well-known institutions. But securities trading had always fascinated me and so I took up a position as head of brokerage before changing to the investment divison.
I have thus built up many years of experience in private banking.
My last post was as head of wealth management at a firm of lawyers.
Now at Invest-Partners I am looking forward to offering my clients my experience coupled with complete impartiality as regards investment choice.
I am a father of two adult daughters and already a grandfather. I like to spend my leisure time outdoors, especially cycling, walking and in the winter months skiing. Friends know they can always call on me for an animated discussion or a game of cards or chess.
Telefon: +41 76 466 82 28