Independent Wealth
and Asset Management

Investments
with Format

Format Vermögen und Anlagen AG offers comprehensive wealth & asset management solutions and supports private as well as institutional investors in achieving their financial goals. With specialized expertise, we provide clarity and guidance in a complex investment world

The Swiss stock market is one of the most attractive in the world. Since launch, our investments in listed Swiss stocks have achieved the following annual net returns. To all our clients, private and institutional investors as well as financial intermediaries, we offer investments that have achieved above-average returns in the past and have audited performance certificates.

Net annual return
since launch in 2020

Format Swiss equities

8.7%

SPI since launch in 2020: 6.3%

Net annual return
since launch in 2012

Format Swiss equities medium-sized and smaller companies

10.7%

‍
SPI Extra since launch in 2012: 9.0 %

Net annual return
since launch in 2020

Format Swiss equities Dividend stocks

11.7%

‍
SPI since launch in 2020: 7.5 %

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Excellent
performance

In recent years, Format has regularly been recognized as one of the best Swiss asset managers for the investment results achieved, including “Asset Manager of the Year” three times (2021, 2022 and 2024).

awards

Format Vermögen & Anlagen AG:
Your independent asset manager in Switzerland

Format Vermögen und Anlagen AG is an independent, FINMA-licensed asset manager with offices in Zurich, St.Gallen, Basel and Lucerne. We offer individual investment strategies and customized solutions for private and institutional clients, with a focus on transparency, trust and a long-term partnership. Our team supports you in achieving your financial goals and securing your assets for the long term. In 2024, Format Vermögen und Anlagen AG received the Asset Manager of the Year award from BILANZ for outstanding investment results over 24 months.

About Format

We're wide awake, so that you sleep well.

We support private clients and companies in defining an investment strategy tailored to individual goals and needs and in carefully implementing the chosen strategy.

Discover team

Marc O. Stöckli

Werner Lehmann

Walter Lohri

Patrick Künzler

Ralf J. Nadler

Samuele Donatelli

Manuela Preis

Stefan Jermann

Matthias Hug

Urs Ledermann

Investments: Equity investments, bonds, mixed investments and funds

Our portfolio offers a broad selection of customized investments, that are attractive to both private and institutional investors. From equity investments in Swiss companies to global bonds and mixed investments we offer solutions with a focus on sustainable returns, capital gains and income generation. Benefit from above-average returns, audited performance and a broad selection of funds and investment strategies for every risk profile.

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Ready
to dive in?

Contact us for a non-binding consultation. You’re also welcome to reach us by phone. We look forward to hearing from you!

Vielen Dank. Wir haben Ihre Nachricht erhalten und werden uns schnellstmöglich bei Ihnen melden.

Bitte fülle alle erforderlichen Felder aus.

Independent Wealth and Asset Management

Investments with Format

Excellentperformance

Format Vermögen & Anlagen AG: Your independent asset manager in Switzerland