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External asset managers – since 1986

We have been there for you for over 3 decades!

Evolution instead of revolution – when did the name Hotz become a brand?

The Dr. Pirmin Hotz Vermögensverwaltungen brand has its origins in 1986. At that time, during his doctoral studies, Dr. Pirmin Hotz started his own business with a former company, Investment Consulting St. Gallen, as a consultant to banks in Switzerland and abroad. His valued clients soon included well-known banks and organizations such as Bank Julius Baer, various cantonal banks, Trinkaus & Burkhardt (later HSBC), Atag Ernst & Young, Swiss Bank Corporation (later UBS), Commerzbank and Bank Sarasin. In parallel with banking consulting, the asset management business was built up from scratch and transferred to Theta Finanzberatung und Portfolio AG in 1989. This was to be the cornerstone of Dr. Pirmin Hotz Vermögensverwaltungen AG, which was founded in 1993 – a unique success story of a Swiss company that still stands for sustainable entrepreneurship and independence even to this day.

From a one-man business to the leading external asset management company in Switzerland.

What once started as a one-man business has grown into a broad-based, established industry leader with its head office in Baar. The Dr. Pirmin Hotz Vermögensverwaltungen brand, as the leading independent external asset manager in Switzerland, stands for uncompromising quality orientation and investment discipline. This has also proven its worth in the major market corrections in the history of modern capital markets ("October crash 1987", real estate crisis, dotcom bubble, financial and euro crisis, corona crisis). Because, in contrast to all stock market prophesies and mayflies in the market, we only promise what we can deliver: A systematic and quality-oriented investment philosophy that has proven itself over more than three decades.

Consistently independent – even at the management level

Today, the organization at management level is ensured by a partner structure, a three-member management board and a board of directors consisting of well-known personalities from industry and business. While the world and our company continue to develop, a unifying element remains for generations: The independence of Dr. Pirmin Hotz Vermögensverwaltungen – for and together with our clients!

Svenja Schuler
«I am a team player, because great developments never come from one person, they are the product of a team.»
Svenja Schuler, Head Front Support