2010s

2018 Compared to 2012, the assets under management have more than doubled thanks to the sound growth; we have the reputation to be the leading indpendent Asset Manager in Switzerland

2016 The staff and the company founder celebrated their 30 year jubilee on the 9th of September with a hiking tour in the alps of Berne

2013 Release of the 50th article in the publication series with detailed statements on investment topics

2013 Institutional investors account for more than two fifths of the assets under management

2012 Thanks to the positive client growth, the workforce has doubled since 2007 and the assets under management have more than doubled

2000s

2009 Automated data delivery in our portfolio management software

2007 Expansion of the company premises

2002 Launch of a series of publications, with pertinent positions on investment topics

1990s

1993 Cooperation with HBSC Trinkaus Capital Management in Düsseldorf and seat on Supervisory Board as well as the Board of Directors of Trinkaus und Burkhardt (Switzerland) AG

1993 Foundation of Dr. Pirmin Hotz Vermögensverwaltungen AG and transfer of asset management activities to this company

1991 Acquisition of the first client in the form of a Swiss pension fund

1990 Introduction of a portfolio management software solution

1990 Foundation of Dr. Pirmin Hotz & Partner AG and transfer of the consultancy and seminar activities to this company. Expansion of the circle of clients (e.g. Trinkaus und Burkhardt (Düsseldorf), Zug Cantonal Bank, Bankhaus Ellwanger & Geiger (Stuttgart), Atag Ernst & Young, Schweizerische Treuhandgesellschaft STG, ING (Switzerland), Internationale Kapitalanlagegesellschaft INKA (Düsseldorf), Dresdner Bank (Frankfurt), Swiss Bank Corporation, Datastream, Bankgesellschaft (Berlin), Bank Sarasin)

1980s

1989 Foundation of Theta Finanzberatung und Portfolio AG and transfer of the previous asset management activities to this company

1988 Foundation of PMC Investment AG and further expansion of the asset management and seminar activities (e.g. Thurgau Cantonal Bank, Basler Börsenkammer, Options and Financial Futures Trading Association OTA, West LB (Düsseldorf), Bayrische Hypotheken- und Wechselbank (Munich), Institute for International Research IIR)

1987 First asset management clients; parallel to the bank consultancy activities, the asset management activities are built up from scratch

1986 While still engaged in his studies, Dr. Pirmin Hotz founded a precursor company, Investment Consulting St. Gallen (ordinary partnership), advising banks in Switzerland and abroad (e.g. Bank Julius Baer, St. Gallen Cantonal Bank, Schweizerische Optionen- und Futures-Börse SOFFEX, Telekurs, Verband Schweizerischer Regionalbanken, ZfU Zentrum für Unternehmungsführung (Zürich))