Zurich Invest Ltd

Zurich Invest Ltd (founded 1998) is a major player in the Swiss asset management market with over CHF 38 billion in assets under management. We are regulated by the Swiss Financial Market Supervisory Authority (FINMA). Our institutional funds conform to the guidelines and standards of the Swiss Funds & Asset Management Association (SFAMA).

We are a wholly owned subsidiary of the Zurich Insurance Company Ltd. Let us show you who we are and what we do.

What we do

Zurich Invest Ltd is responsible for three investment platforms with a broad selection of traditional and alternative investments:

The Zurich investment foundation (ZAST), which specifically addresses the requirements of Swiss pension funds and is managed by Zurich Invest Ltd
The Zurich institutional funds (ZIF), which focus on investment opportunities for institutional customers
Zurich Invest Luxembourg (ZILUX), which provides an ideal environment for innovative structures

Alongside pension funds and institutional customers, we also provide private customers with lower net worths access to the advantages of large investors.

Why we are independent

Unlike many banks, we are independent and can freely pick the investment products we recommend to customers. That is because we do not manage the portfolios ourselves but work with the best asset managers in each asset class. As our track record shows, this approach pays off for everyone. Including you.

How we select

1. Needs analysis

We evaluate the long-term potential of an investment solution based on a thorough needs and market trend analysis tailored to the specific requirements of Swiss pension funds.

2. Manager selection

Next, we identify the most suitable portfolio manager by following our structured selection process. Being independent, Zurich Invest Ltd is free to select the ideal solution without any conflicts of interest.

3. Implementation

In the final phase, we jointly implement the investment mandate with the selected partners. Our primary focus at this stage is to ensure a lean structure and an efficient implementation.

Our vision

We are committed to helping our customers reach their long-term investment objectives. Our efforts contribute to ensure lasting financial security in retirement.
We provide flexible investment solutions for private customers, pension plans and institutional investors.

We are part of the Zurich Insurance Group, a global pension and risk management company.
Our values: customer centricity, excellence, sustainable value creation, integrity, teamwork.
Our promise: independent, competent, personal.

Management

Martin Gubler joined Zurich in 2000 and has been CEO of Zurich Invest Ltd since 2007. He has many years of experience as a member of executive staff in the investment and capital market business at various banking institutions. Martin Gubler has an Executive MBA from the University of St. Gallen and a Diploma of Advanced Studies in Banking from the Swiss Finance Institute.

Tom Osterwalder joined Zurich in 2002 after an international career at Novartis and has been the CIO of Zurich Invest Ltd since 2006. Tom heads the Institutional Clients division since 2021. He has a degree in banking and finance from the University of Zurich and completed the CFA program and the Executive Program at IMD in Lausanne.

Renato Ramella joined Zurich in 2018 and further developed the pension/wealth specialist community. He has been Head of Private Customers at Zurich Invest AG since 2021. Renato Ramella holds university degrees in business administration and business psychology.

Christoph Hug joined Zurich in 2004 immediately after graduating from the University of Zurich with a business and computer science degree. After working in management accounting and investment reporting, he became Head Finance at Zurich Invest Ltd in 2014. Christoph Hug is also a Chartered Alternative Investment Analyst (CAIA).

Sébastien Dirren has been working for Zurich Invest Ltd since 2010, where he is responsible for the selection and controlling of asset managers as well as for the development of innovative solutions for institutional clients. He previously worked in Alternative Investments for five years. He brings comprehensive experience in a variety of asset classes. He studied theoretical physics at the ETH Zurich and holds a doctorate in natural sciences. He also holds an Executive MBA from the University of St.Gallen and has obtained the CFA certification.

Marcel Rova has been with Zurich since 2005 and has headed the Real Estate department of Zurich Switzerland since 2012 as Head Real Estate. As a qualified architect (HTL) and admitted lawyer (lic. Iur. HSG), he and his team of more than 20 employees are responsible for fiduciary real estate investments throughout Switzerland.

Marvin Simoni joined Zurich Invest AG in 2020 as Head of Mortgages. Prior to that, he was Head of Mortgages at Allianz since 2013 and held various management positions at Zürcher Kantonalbank for 12 years. Marvin holds an MBA from Washington State University and a DBA from the University of Queensland with a thesis on risk analysis of real estate portfolios.

Partner

Custodian and fund management company of Zurich Invest Ltd/Zurich investment foundation
Two established partners and Zurich Invest Ltd – a strong team

Portrait of State Street

Leading global provider of financial services for institutional investors

State Street is one of the top three global custodians worldwide, with assets under management of around CHF 30 trillion (as of December 2016) with a successful European presence since 1970. State Street has around 32,000 employees in 30 countries worldwide, with around 9,000 in Europe. State Street provides top-tier financial services along the entire value creation chain in the asset servicing segment. State Street has been present in Switzerland since 1998. The FINMA-regulated Zurich branch serves a diverse clientele comprising pension funds, investment foundations, asset managers, fund management companies and insurance companies. State Street is perfectly positioned to serve demanding customers and provides access to extensive local market knowledge, a broad selection of scalable solutions and state-of-the-art technology.

Portrait: UBS Fund Management

Proven skills for client-specific fund solutions
As the Swiss fund management company of the UBS Group, UBS Fund Management (Switzerland) AG is specialized in the field of individual fund solutions for institutional investors and wholesale clients. In collaboration with first-class internal and external partners, the company structures, launches and manages funds around the globe. In cooperation with the UBS fund company in Luxembourg, it supervises more than 80 clients, has contracts with more than 150 asset managers and manages more than 500 products. For more than 20 years, UBS has been providing white labeling services and fund solutions for its clients and partners.

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