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Leading independent asset managers

We are perceived as the leading independent asset manager in Switzerland. We provide our private and institutional clients with highly professional and unique service.
What principles do we follow?

Independence is a key asset for us. Our company is and will remain in family-owned. For the Hotz family, a sale and the associated loss of independence are outside the scope of all agenda items.

Our actions are characterized by transparency and cost efficiency, anti-cyclicality, long-term orientation, sustainability and continuity. Anchored in our DNA, these principles embody the foundation of our consistently quality-oriented investment policy.

What is the current supervisory framework?

Since June 2023, we have been licensed by the Swiss Financial Market Supervisory Authority (FINMA) as asset manager for collective assets (Art. 24 FINIG). In addition, we are affiliated with the Financial Services Standards Association (VQF).

Daniel Mladenovic
«Who stops getting better has stopped being good. - Philip Rosenthal»
Daniel Mladenovic, Portfolio Manager