Our teams:
130
Employees
Professional expertise combined with commitment and competence
25+
Years
Experience and strength in institutional asset management
300
Swiss investors
Trusted and long-standing partner for institutional clients
Our teams
Find out more about our teams and how our employees' specialist knowledge and extensive market expertise can help you achieve your financial goals.
Our partners
We work closely with leading financial service providers and technology suppliers to deliver first-class wealth management services. Find out more about the partnerships that enable us to provide optimal financial solutions and support.
State Street
World leader in financial services for institutional investors
State Street Bank International GmbH has been our trusted partner for many years, providing us with a wide range of essential services. As the world's leading custodian bank, with 4,1 trillion US-Dollars in assets under management and 41,8 trillion US-Dollars in custody and administration (as of December 2023), it guarantees maximum accuracy and transparency. Its expertise in net asset value calculations, detailed financial reporting including total expense ratio calculations, and custodial accounting ensures the safe custody and administration of our securities. In addition, State Street Bank International GmbH ensures efficient processing of subscriptions and redemptions of fund units, as well as reliable registration of securities. These comprehensive services play a key role in delivering first-class results for our investors.
UBS
Proven expertise for customer-specific fund solutions
For many years, we have benefited from the extensive expertise of UBS Fund Management (Switzerland) AG, a subsidiary of the world's leading financial services company UBS Group AG, with over 150 years of experience. As our partner, it offers us a multitude of services in the field of fund management and administration, such as the launch and operational monitoring of investment funds, as well as the active exercise of voting rights in the interests of our investors. In addition, UBS Fund Management (Switzerland) AG carefully selects experienced portfolio managers for optimal asset management, and draws up detailed documentation such as fact sheets, fund contracts and annual reports. Thanks to its global presence and in-depth knowledge, it enables us to offer our investors tailor-made, innovative solutions. Close collaboration and mutual trust make UBS Fund Management (Switzerland) AG an important partner in our joint success.
Lienhardt & Partner Privatbank Zürich
Our competent partner for custody account and operational foundation management
Since 2022, Lienhardt & Partner Privatbank Zürich AG has been offering professional management of investment portfolios in line with our investment objectives and strategies. As an independent and well-capitalized bank, it has a first-class position in the areas of private banking, real estate and pensions thanks to its broad-based and locally anchored business model. Lienhardt & Partner Privatbank Zürich AG supports us in the monitoring and management of investment risks through the use of advanced risk management tools and techniques and fund administration, which includes net asset value calculation and reporting. It also ensures the safe custody and management of securities and other assets based on comprehensive market analyses and research. Overall, the partnership with Lienhardt & Partner Privatbank Zürich AG makes an important contribution to our ability to achieve our asset targets and offer our clients high-quality financial solutions.
Banque Cantonale Vaudoise
Competence and security in real estate asset management
Since 2014, Banque Cantonale Vaudoise has been our reliable partner in asset management and as a custodian bank, managing financial and real estate-related assets on behalf of ZIF. BCV is one of the leading universal banks in Switzerland and is one of the 25 safest banks in the world, having been awarded an S&P rating of «AA» in 2011 thanks to its excellent financial position. As one of the market leaders in real estate asset management in Switzerland, it stands out and has an excellent track record over many years. BCV's assets under management for institutional clients amount to over 40 billion Swiss francs. BCV has over 40 years of experience in institutional asset management and has had an office in Zurich since 2010.