INDEPENDENT SWISS
WEALTH MANAGEMENT
Private and corporate family office
1960s
Investing alongside our family since 1960.
23.00 % in 2022
Proven outperformance
in market crashes.
Our core strategy outperformed the MSCI-World by over 42% in 2022.
over 350 years
experience
Our team brings a combined experience of over 350 years to the table.
13 languages
Our team consists of 9 nationalities and speaks 13 languages.
over 40 Partners
Our partners around the globe help us achieve your goals.
New joiner
March 2023
We are happy to announce the joining of Mag. Robert Cup. Robert is a Certified Financial Planner (CFP®) with over 20 years of experience in private banking, he will add valuable insights and know-how to our team.
Market comment February
February 2023
Change of tides in 2023.
New joiner
February 2023
We are happy to announce the joining of John Lochrie. With over 30 years of experience in Private Banking division, he will add valuable insights and know-how to our team.
About Us
With us, you benefit by obtaining comprehensive advice from a team of highly qualified professionals with a deep understanding of financial markets, legal frameworks, and most importantly, the individual needs of our clients. Thanks to our independence, we always represent solely the interests of our clients.
We provide unbiased, transparent recommendations that are sustainable on a long-term basis.
How We Work
We facilitate the account opening and administration of our clients' accounts in our partner banks. Our clients can choose the custodians, that serve their needs the best and with whom they are the most comfortable.
What We Do
Clavis Partners is an independent wealth manager, serving as a private and corporate family office, based in Zürich. Our international clients consist of high-net-worth individuals and their families, corporations and entrepreneurs with a wide range of investment goals.
We provide guidance and advice, sustaining our clients' wealth with tailor-made offerings that are transparent, professional and free from any conflict of interest.
Services
Bespoke Wealth Management Solutions for families and companies.
Our Benefits
Maximum Flexibility
Through our dynamic allocation process, we are able to react quickly to changing market trends, protecting our clients assets by being able to hold cash.
Stringent Risk Management
Our first priority at all times is our clients' asset security. Portfolios are administered with a stringent risk management and according to the ever-changing economic environment.
Cost Reduction
Through the long-term relationships with our custodians, we ensure that our clients get the best deal on the market. Our clients profit from a superior setup at lower costs, saving on custody and transaction fees.
Discipline
As we do not need to be always completely invested, we can wait with patience until a set- up emerges and act with decisiveness and conviction when proper circumstances present themselves.
