Investments
with Format

Format Vermögen und Anlagen AG is an independent Swiss asset manager that supports private and institutional investors. We provide clarity in achieving your investment goals.

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
10.4%
SPI: 6.9%

Net annual return
since launch in 2012

Format Swiss equities medium-sized and smaller companies
11.8%
SPI Extra: 8.9%

Net annual return
since launch in 2020

Format Swiss equities Dividend stocks
11.5%
SPI: 8.4%
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).

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.

Marc O. Stöckli
Samuele Donatelli
Patrick Künzler
Chantal Loher
Stefan Jermann
Matthias Hug
Walter Lohri
Werner Lehmann
Markus Lackner
Ralf J. Nadler
Urs Ledermann

Latest news

From monthly reports on current topics to our latest awards, we'll always keep you up to date.

Ready
to dive in?

Get in touch with us without obligation and get personal advice. Of course, you can also contact us by telephone. We're looking forward to hearing from you!

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