About Us

St. Gotthard Wealth is a finma-licensed independent wealth management company based in Switzerland. Founded by a group of experienced investment professionals, we aim to invest our client assets as we do our own.

Company history​

A group of experienced investment professionals founded the company with the purpose of offering modern and innovative wealth management in a quickly-changing environment where traditional approaches are set to underperform in the coming decade. The base question we wanted to address: How do we invest our own money in such an environment and how can we scale this approach to serve our clientele, by offering to invest in exactly the same way as we manage our own assets?

We set up our headquarters in Zug and started operations in late 2019, supported with venture capital from a Cyprus-based investment company.

Very early on, we have entered into co-operation with a number of high-quality corporate partners in services that can be outsourced, such as compliance and tax & accounting services, giving us the time to dedicate our focus on investments and the development of client relationships. Co-operations with partners demonstrating a proven track record and superior quality in the field of investments have also been developed, giving our clients and ourselves access to successful niche strategies.

Thanks to our network of experienced advisors, among Switzerland in Dubai and the UK, we have a wide geographical reach when it comes to servicing our clients. We work with prime custody banks in Switzerland and are looking to expand the jurisdictions of our custody banks.

Milestones

2019
April

Thought of "How do we change the way our money is being managed?"

May

Idea generation of STGFM: manage our money, offering to do the same with our clients' assets

June

Quonota Investments Ltd. provides the venture capital for our business in becoming majority shareholder

July

Incorporation of St. Gotthard Fund Management AG (STGFM)

October

Co-operation with Swisscomply, a leading specialist in regulatory and legal compliance

November

Starting operations within premises at Gotthardstrasse 14 in Zug,
Switzerland

December

Service-level agreement with Quonota Investments on digital assets

2020
February

Christian Tanner takes over role as Chief Operating Officer (COO)

March

Onboarding of first client at STGFM’s wealth management services (discretionary mandate)

April

Launch of our first AMC: Swiss Enhanced Dividend Strategy (SEDS)

May

Inaugural launch of STGFM’s Cayman-based crypto fund (DAIG)

July

Co-operation with Sussex Partners, an experienced hedge fund advisory company with a global presence

August

Daniel Egger takes over role as Chief Investment Officer (CIO)

November

Tim Fox joins as economic advisor in Dubai

December

Implementation of Assetmax portfolio management system

2021
January

Going live with our innovative wealth management style that we call “the bucket approach”

October

Co-operation with Silex Partners

December

Our crypto fund DAIG reaches USD 10m in Assets under Management

2022
January

Launch of Crypto Tracker Certificate with IS Partners

January

Obtained Finma license as a portfolio manager

August

Launch of new website

November

Rebranding and name change to St. Gotthard Wealth

(Subject to FINMA approval)

November

Change in the Board of Directors. Daniel Gerber and René Kurmann replace Sergey Radchenko and Igor Vishnevskiy. Stefan Bollhalder takes over as Chairman.

(Subject to FINMA approval)

Our Philosophy

Trust lies at the heart of wealth management. We try to earn our clients’ trust by investing transparently into the different asset classes, reducing tail risk and aligning our own interests with those of our clients. We believe in the values of transparency, honesty, and a constant focus on high quality service provision.

By investing alongside the company’s partners and its management, our clients benefit from their extensive experience and knowledge of global financial markets. Thanks to our innovative wealth management setup, each individual client’s investment portfolio is tailored to his/her own special needs and requirements. Furthermore, we offer niche investment strategies where we have an advantage over our competitors, thanks to our experience in traditional markets and broad network in the digital assets space.

Team​

Investment management lies at the core of our team‘s experience, with two seasoned investment heads of mid-sized Swiss private banks covering the traditional asset classes, and a strong research capability as well as a wide network in the digital asset space.

Each individual has more than 20 years of experience in the financial industry, with numerous reputable employers in Switzerland and abroad. We are an international team with strong roots in Switzerland.

Careers

St. Gotthard Wealth is always interested in talking to highly motivated financial professionals with existing experience in investment management, private equity, multi-family office services and digital assets sector.

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    Head Office

    Gotthardstrasse 14
    6300 Zug
    Switzerland

    General enquiries
    St. Gotthard Wealth Ltd. is licensed by the Swiss Financial Market Supervisory Authority FINMA as a Portfolio Manager and subject to ongoing supervision by the independent Swiss Supervisory Organization FINcontrol Swiss Ltd. Our officially recognized ombudsman is Finanzombudsstelle Schweiz FINOS. UID/VAT: CHE-255.944.727 – LEI: 5067008Y90MI4N1PUU89 – GIIN: 7I025J.99999.SL.756 | © Copyright 2022 St. Gotthard Wealth. All rights reserved