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

Bilanz Siegel

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 %
Bilanz Siegel
Bilanz Siegel
Bilanz Siegel

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).

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
Pfeil nach rechts

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.

Walter Lohri
Urs Ledermann
Werner Lehmann
Matthias Hug
Ralf J. Nadler
Marc O. Stöckli
Patrick Künzler
Stefan Jermann
Samuele Donatelli
Manuela Preis

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.

Explore investments
Pfeil nach rechts

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.

Frequently asked questions

Who is personal asset management suitable for?

Our asset management is aimed at private individuals and companies who want professional and long-term support — such as entrepreneurs, families or highly engaged people as well as foundations. We continuously monitor, adjust and optimize your portfolio. The initial consultation is free and non-binding — contact us today!

Why is it important for an asset manager to be independent?

An independent asset manager such as Format acts free of Group interests and product requirements. This means that we consistently focus on the needs of our customers. Our independence allows us to objectively evaluate investments and develop tailor-made investment strategies — always in the interest of your long-term asset accumulation.

Which investments does Format offer?

We offer a wide range of Investments, including equity investments, bonds, absolute return investments, mixed investments and sustainable investments. Depending on the investment profile and objectives, we develop an individual investment strategy — transparent, responsible and focused on the long term. The initial consultation is free of charge and non-binding — contact us today!

What role does transparency play in collaboration with Format?

Transparency is one of our core values. This means that you always understand how your money is invested, what costs are involved and how your strategy is structured. Trust comes from clarity — and that goes without saying with Format.

What do you understand by equity investments?

Equity investments are investments in companies that enable you, as an investor, to benefit from the economic success of these companies. They offer attractive long-term return opportunities, but are also accompanied by fluctuations. At Format, we integrate equity investments into your investment strategy in a targeted and risk-conscious manner.

What does a sustainable investment strategy mean at Format?

Sustainability is not a trend for us, but an integral part of asset management. With sustainable investments, we invest in companies and projects that meet environmental, social and governance (ESG) criteria. This is how you make a positive contribution — without sacrificing returns.

How does format differ from traditional banking advice?

In contrast to many banks, we work without hidden costs and are not exposed to any product sales pressure. We also don't receive any kickbacks or retrocessions. We provide you with personal, long-term and transparent support — with the aim of developing your assets individually and independently. The initial consultation is free of charge and without obligation — contact us today!

How does Format provide investment advice?

Our investment advice starts with a personal initial consultation, in which we analyse your goals, risk tolerance and financial framework in detail. We then develop a strategy tailored to you and assist you in implementing and developing your portfolio. The initial consultation is free of charge and without obligation — contact us today!

How does Format proceed when compiling a portfolio?

Every investment strategy at Format is based on a careful analysis of your financial situation, risk tolerance and personal goals. We combine scientifically based investment principles with many years of market experience — and focus on diversification, quality and sustainability. The result is a tailor-made portfolio that suits you.

How much does asset management cost with Format?

Our cost structure is transparent and fair. Depending on the chosen mandate, we charge a flat administrative fee — without hidden fees or product commissions. That way, you know exactly what you're paying for our service — and for what. The initial consultation is free of charge and without obligation — contact us today!