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DirectoryFinance & InsuranceExternal Asset ManagementMinusioSchmitz & Partner AG - Privates Depotmanagement
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Schmitz & Partner AG - Privates Depotmanagement

Summary

About the company

The core activity of Schmitz & Partner AG is wealth management, particularly the individual support of discerning clients in the field of wealth management. This includes the development of tailored solutions for a comprehensive pension and investment concept, the selection of individual securities for portfolios, and the continuous support of client portfolios.

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Industry:External Asset Management
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Individual asset management
Individual securities custody accounts according to client specifications, with investment decisions made under a limited power of attorney; suitable starting from a recommended minimum volume of one million Swiss francs.
Fund asset management
Structuring, ongoing monitoring and, if needed, adjustment of individual fund custody accounts with multiple investment funds; recommended minimum volume 250,000 Swiss francs.
Individual fund advisory
Determination of investment preferences and risk profile, selection of approved investment funds, preparation of individual proposals, as well as ongoing custody account monitoring with quarterly reporting.
Schmitz & Partner Funds
Proprietary fund products with an offensive and defensive profile, including factsheets, quarterly, half-year and annual reports as well as sales prospectuses.
Fee model for asset management
Fixed remuneration for ongoing management effort plus variable performance-based compensation in case of successful returns, with a focus on low transaction costs.
Reviews

Aggregated rating

Aggregated rating
3
of 5

Aggregated from 1 reviews across all connected sources

Sources
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PProvenExpertSoon

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Location

Via Albaredo 53
6648 Minusio

At a glance

Legal form
Corporation
UID
CHE-108.559.286
Founded
1997 · 29 years
Last commercial register change
May 30, 2025
Employees
1 to 10

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