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DirectoryFinance & InsuranceExternal Asset ManagementZurichSherpa Asset Management AG
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Sherpa Asset Management AG

Summary

About the company

The core activity of Sherpa Asset Management AG is asset management and investment advice, particularly for private and institutional investors. The company offers a wide range of services, including asset management, investment advice, risk management and portfolio optimization. Sherpa Asset Management AG is regulated by the FINMA in Switzerland and its investment vehicles are regulated by the CSSF in Luxembourg.

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Products & services

Industry:External Asset ManagementFunds & Investment Companies
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Private Equity & Venture Capital
✓ Offered3
Liquid Strategy
Investment in public markets with long-term capital preservation, downside protection and attractive risk-adjusted returns; diversified multi-asset portfolio with liquid investments, direct holdings and funds.
Private Enterprises
Investments in private markets with direct and indirect holdings; support for entrepreneurs as a sparring business partner throughout the entrepreneurial journey.
Investment Management
Independent wealth management for family assets and like-minded investors; a flexible, benchmark-agnostic investment strategy across public and private markets.

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Secure profile

Location

Parkring 7
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.523.859
Founded
2008 · 18 years
Last commercial register change
July 7, 2026
Employees
11 to 20

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