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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,877 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementBaarDr. Pirmin Hotz & Partner AG
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Verified· 4 sources

Dr. Pirmin Hotz & Partner AG

Summary

About the company

Dr. Pirmin Hotz & Partner AG is an independent asset manager providing discretionary portfolio management and investment advisory services to private and institutional clients. The firm focuses on transparent, fee-based mandates with direct investments, risk management and a long-term, anticyclical approach that includes sustainability considerations.

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Offering

Products & services

Industry:External Asset Management
✓ Offered7
Asset Management for Institutional Investors
Asset management for institutional investors, including sub-portfolio mandates; segregated mandates from around one million in target volume, on request with direct investments and a sustainable orientation.
Types of mandates
Mixed mandates (sustainable), equity mandates (sustainable) and bond mandates with different currency and asset combinations; all portfolios are managed as segregated mandates.
Portfolio Management for Institutional Investors
Management of direct investments with an anti-cyclical, long-term and disciplined approach; active quality and risk management, rebalancing and building new portfolios.
Security selection
Selection of equities and bonds based on clear quality criteria; analysis of companies and issuers, diversification, exclusion of weaker securities and rebalancing.
Support for Institutional Investors
Ongoing support with direct access to decision-makers, two client managers per mandate, and assistance with strategic asset allocation and implementation.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Press

Media

November 11, 2024Media
Künstliche Intelligenz: KI als Wunderwaffe in der Geldanlage
fuw.ch
October 6, 2023Media
«Keine Grossbank-Aktien kaufen»
bilanz.ch

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Location

Dorfstrasse 16
6340 Baar
Opening hours
Mon
08:30 - 12:00, 13:00 - 17:30
Tue
08:30 - 12:00, 13:00 - 17:30
Wed
08:30 - 12:00, 13:00 - 17:30
Thu
08:30 - 12:00, 13:00 - 17:30
Fri
08:30 - 12:00, 13:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-101.754.384
Founded
1990 · 36 years
Last commercial register change
June 5, 2020
Employees
11 to 20

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