Prospera-Invest Vermögensverwaltung AG

Overview

Prospera-Invest Vermögensverwaltung AG provides asset management, financial and pension planning, portfolio analysis, independent second opinions, family office services and digital asset management for clients in Switzerland.¹²³

History

Christian Freihofer founded the firm in 2017. Prospera-Invest integrated its founding family’s family office in 2018 and merged with Chevrolet Consulting GmbH in 2021, broadening its expertise in asset management, pensions and vested benefits.²

In 2022, the firm received authorization as an asset manager under Switzerland’s Financial Institutions Act and affiliated with the supervisory organization AOOS. FINMA lists Prospera-Invest Vermögensverwaltung AG as a licensed portfolio manager supervised by AOOS.²³

Timeline

1. 2017Christian Freihofer founded the firm in 2017.
2. 2018Prospera-Invest integrated its founding family’s family office in 2018 and merged with Chevrolet Consulting GmbH in 2021, broadening its expertise in asset management, pensions and vested benefits.
3. 2022In 2022, the firm received authorization as an asset manager under Switzerland’s Financial Institutions Act and affiliated with the supervisory organization AOOS.

Leadership

Marcel Chevrolet is Partner and Chairman of the Board of Directors. His areas of expertise include pension funds, vested interests, tax optimization, retirement planning and leaving Switzerland.²

Sebastian Heinrich is Chief Executive Officer, responsible for organization, governance, processes, scaling and strategic development.²

Christian Freihofer is Partner and Chief Investment Officer, responsible for client portfolio management and the firm’s family office.²

Services

Asset management mandates combine wealth planning, advisory and portfolio management, with portfolio monitoring and regular reporting.⁴

Financial and pension planning includes financial reviews, retirement decisions, pension and lump-sum withdrawals, pension gaps, pillar 3a, mortgage affordability in retirement and succession planning.⁵

Prospera-Invest also provides portfolio analysis and independent second opinions for private individuals domiciled in Switzerland.⁵

The firm offers family office services and digital asset management through its Family Office light mandate.¹

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Retirement planning

Client Focus

The firm serves clients seeking tailored asset management, retirement and pension planning, portfolio advice and family office support, including private individuals domiciled in Switzerland.⁴⁵

Approach

Prospera-Invest reports that it does not sell financial products or accept third-party payments. The firm describes its approach as independent and transparent, with a focus on clients’ long-term interests.²

The Family Office light mandate uses diversified ETF portfolios, strategic asset allocation based on the firm’s macro investment approach, dynamic rebalancing, digital access and quarterly reporting.⁶

Assets and Minimums

The Family Office light mandate has a minimum investment amount of CHF 50,000. The published pricing includes a management fee of 1.20%, product costs of approximately 0.15% and trading costs of approximately 0.15%.⁶

FAQs

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Sources

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.