Verium AG

Overview

Verium AG describes itself as an independent, employee-owned and bank-independent multi-family office. The firm says it aligns its interests with clients through co-investment and provides advice designed for long-term relationships.¹

Leadership

The wealth-management team includes Andrea Weber, CIO / Investment Director; Jonas Birk, Partner Wealth Management; Emilie Heinimann, Partner Wealth Management; Matthias Huber, Partner Wealth Management; and Thomas Uibel, Investment Director. Markus Heeb is identified as Partner, Family Office.²³

Services

Verium’s wealth-management services include strategic asset allocation, portfolio construction and management, liquidity planning, tailored investment selection, consolidated reporting, risk monitoring and fee optimization.²

Its multi-asset approach combines equities, private alternative assets, indirect and direct private equity, and real estate. The firm says sustainability considerations are integrated into investment decisions.²

Family-office services cover family governance, worldwide estate planning and execution, liquidity planning, spending optimization and real estate advice. Verium also assists with creating and overseeing trusts, companies and private-label funds.³

Through its private-markets offering, Verium provides access to private equity, private debt, infrastructure, co-investments and other alternative assets. The firm describes diversification across managers, regions, sectors, investment stages and vintages.⁴

What the firm offers

• Estate planning
• Family governance and education
• Private and alternative investments

Client focus

Verium serves entrepreneurs, families and investors. Its direct-investment activity focuses on founder-led growth companies, buy-and-build opportunities and selected succession solutions in the DACH region, especially Switzerland.¹⁵

Approach

Verium says its employee ownership, bank independence and co-investment model support alignment with clients. Its investment process combines portfolio diversification with active consideration of liquidity, risk, fees and sustainability.²

Assets and minimums

Verium reports relationships with more than 200 funds and identifies a fund-mandate entry point from USD 5 million in commitments. For direct investments, it reports investment volumes from CHF 9 million of equity.⁴⁵

The firm’s direct-investment targets include sustainable, asset-light companies with strong management teams, positive cash flow and EBITDA above CHF 2 million.⁵

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.