Invest-Partners Wealth Management AG

Overview

Invest-Partners Wealth Management AG is a Zurich-based wealth-management firm founded in 2002. The firm describes itself as a platform for independent wealth managers and reports having more than 30 partners.¹

Its private-client offering centers on individually structured portfolios shaped by strategic wealth architecture, active risk management, long-term investing and each client’s personal investment beliefs.²

History

Invest-Partners was founded in 2002. The firm describes itself as a platform for independent wealth managers.¹

Leadership

Mario Pfiffner is CEO. Giuseppe De Simone is Deputy CEO and Senior Partner. Denise Wegmann and Matthias Oberhänsli are Office Managers. Werner Vontobel and Prof. Thomas Fischer serve on the board.³

Services

For private clients, Invest-Partners provides wealth management based on individually structured portfolios. Its stated process can consider liquidity, real estate, businesses, pensions, succession planning, foundations and family interests as part of a holistic view of wealth.²

The firm also offers relationship-manager and partner models for experienced advisers moving into independent practice. Support includes compliance, risk management, infrastructure, technology, administration and back-office services.⁴

Its outsourcing platform serves independent wealth managers, boutiques, partner firms and succession arrangements. Services include regulatory monitoring, legal support, suitability processes, reporting, audits, customer relationship management and portfolio-monitoring technology.⁵

Operational support extends to account opening, bank-relationship support, client administration, fee collection, accounting, reporting, payments, tax coordination and personnel administration.⁵

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

Invest-Partners works with private clients seeking individually structured wealth-management solutions and with independent advisers, boutiques, partner firms and succession arrangements that need an operating platform.²⁵

The firm says partnership discussions can begin with advisers who have an established client base of around CHF 20 million in managed assets.⁴

Approach

Invest-Partners emphasizes independence, personal relationships and transparency. It says this includes the freedom to assess custodian banks, investment instruments and solutions according to client needs.²

The firm reports that it is subject to FINMA prudential supervision, with ongoing supervision by AOOS, Schweizerische Aktiengesellschaft für Aufsicht, and that it is a member of the Swiss Association of Asset Managers (VSV). FINMA lists Invest-Partners among portfolio managers licensed and supervised through an authorized supervisory organization, identifying AOOS as its supervisory organization.¹⁶

Assets and minimums

Invest-Partners says partnership discussions can begin for advisers with an established client base of around CHF 20 million in managed assets.⁴

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This page gives context on the Zurich market, where Invest-Partners Wealth Management AG serves private clients and wealth managers. It can help a family or business owner compare local service models, especially around tax planning, estate planning, administration, and private investments.

• GuideMultifamily office services

  This overview explains the range of services a multifamily office may provide, including bill pay, risk and insurance, philanthropy, and alternative investments. Use it to map your household or business needs against the areas relevant to Invest-Partners Wealth Management AG's stated services.

• GuideHow to choose a multifamily office

  This guide outlines questions to ask when assessing a multifamily office, such as its client focus, service scope, investment approach, and fee structure. Those points can help Zurich based private clients and business owners prepare focused discussions about planning, administration, insurance, and investments.

• GuideThe annual MFO review

  The annual MFO review offers a recurring reference for understanding developments and themes across the multifamily office sector. Readers considering a Zurich provider can use it to frame questions about changing client needs, investment categories, family governance, philanthropy, and the administration of complex personal affairs.

• Similar firmsBaumgartner Family Office AG
  HELMS Family Office SA
  Safira Wealth Management

  These profiles provide similar comparison points for Baumgartner Family Office AG, HELMS Family Office SA, and Safira Wealth Management. Reviewing their stated locations, client types, and services can help a reader identify which questions to ask Invest-Partners Wealth Management AG about planning, administration, insurance, and investments.

Sources

1. Invest-Partners, About
2. Invest-Partners, Independent Wealth Manager
3. Invest-Partners, Team
4. Invest-Partners, Become a Partner
5. Invest-Partners, Outsourcing Partner
6. FINMA, Portfolio Managers Licensed and Supervised Through an Authorized Supervisory Organization

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.