Bodewise Cottonfield Family Office AG

Overview

The firm describes itself as an independent Swiss multifamily office serving families and individuals.¹ FINMA lists Bodewise Cottonfield Family Office AG in Zurich among portfolio managers and trustees licensed and supervised under the Swiss Financial Institutions Act.² The firm says it holds a FINMA license as an asset manager under Article 17(1) of the Financial Institutions Act and is directly supervised by FINMA.³

History

The firm says its family office tradition dates back to 2004.¹ Bodewise and Cottonfield Family Office announced a merger effective 1 January 2026 under the name Bodewise Cottonfield Family Office AG.⁴

Timeline

1. 2004The firm says its family office tradition dates back to 2004.
2. 2026Bodewise and Cottonfield Family Office announced a merger effective 1 January 2026 under the name Bodewise Cottonfield Family Office AG.

Leadership

Julian Boaden is listed as Founding and Managing Partner and Chairman of the board.¹ Philip Weis is listed as Founding and Managing Partner and a Member of the Board of Directors.¹ Jonas Willi is listed as Managing Partner, and the firm announced his appointment to the Executive Board effective 1 October 2026.⁵

Other listed senior personnel include Markus Sola, Karl Schädler, Michael Häusler, Dominik Staffelbach, Michael Mühlemann, Ariane Schaufelberger, Beat Schättin, Sanda Meier, Rosamaria Prizzi Maglie, and Cyril Welti.¹ Julian Boaden’s published biography states that he has more than 15 years of asset management experience, including roles with Credit Suisse, HSBC Private Bank, and Rahn+Bodmer Co.¹ His biography identifies him as a qualified Banking Economist HF and a specialist for entrepreneurial families.¹

Services

Bodewise Cottonfield offers discretionary asset management, investment advice, and order transmission on an execution only basis.³ Additional family office services may include consolidation of external accounts and portfolios together with administrative support coordinated with custodian banks.³ The firm says it can structure products and act as asset manager for certain certificates and derivatives.³

Its services also include strategy and governance for family, business, and wealth structures.¹ The firm describes succession planning, tax and legal coordination, and guidance through succession decisions as part of its work.¹ Private family office services include payment processing, document management, contingency planning, and long term planning support.¹

Bodewise Cottonfield identifies Aquila Ltd as a partner company providing outsourced legal, compliance and risk, accounting, and information technology expertise.³ The firm describes Aquila Ltd as holding a banking license and also being supervised by FINMA.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Administration and bill pay

Client focus

The firm says its client focus includes entrepreneur families, wealthy individuals, executives, foundations, and institutions.⁴ Its FINSA client segments are private clients, professional clients, and institutional clients.³ The firm states that its solutions address wealth matters across generations.⁴

Investment philosophy and approach

The firm says it develops solutions that incorporate personal, family, entrepreneurial, and financial considerations.¹ Its stated principles include partnership, individuality, perspective, discretion, diligence, personal dialogue, independence, continuity, and professionalism.¹

FAQs

Related resources

• LocationMultifamily offices in Zurich

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• GuideMultifamily office services

  This overview explains the types of support a multifamily office may coordinate, including investment management, trusts, fiduciary work, family governance, education, and bill pay. Use it to consider which services matter for your family or business before discussing needs with a Swiss provider.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com can help identify other family offices and investors for broader market research. A reader considering Bodewise Cottonfield Family Office AG may use it to compare firms by location, client focus, or potential professional connections across Switzerland and beyond.

• GuideQuestions to ask a multifamily office

  These questions provide a framework for evaluating a multifamily office before sharing financial or family information. They can help a Zurich based family or business owner ask about investment management, tax and estate planning, fiduciary arrangements, governance, education, administration, and fees.

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  Profiles of ARISE Partners AG, Baumgartner Family Office AG, and Safira Wealth Management offer additional points of comparison on this site. Reviewing their locations, stated services, and client focus can help a prospective client frame questions when considering Bodewise Cottonfield Family Office AG.

Sources

1. Bodewise Cottonfield website , accessed 23 October 2026.
2. FINMA licensed portfolio managers list , accessed 23 October 2026.
3. Bodewise Cottonfield FINSA information , accessed 23 October 2026.
4. Merger announcement , accessed 23 October 2026.
5. Jonas Willi appointment , accessed 23 October 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.