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.

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

10.9%

SPI seit Lancierung 2020: 7.0 %
Format Jahresrendite 2024: 14.5 %

Net annual return
since launch in 2012

Format Swiss equities medium-sized and smaller companies

11.9%

SPI Extra seit Lancierung 2012: 9.2 %
Format Jahresrendite 2024: 8.3 %

Net annual return
since launch in 2020

Format Swiss equities Dividend stocks

12.0%

SPI seit Lancierung 2020: 8.3 %
Format Jahresrendite 2024: 19.1 %

Discover investments

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

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

Chantal Loher

Samuele Donatelli

Manuela Preis

Patrick Künzler

Werner Lehmann

Markus Lackner

Remo Bodmer

Marc O. Stöckli

Ralf J. Nadler

Matthias Hug

Stefan Jermann

Urs Ledermann

Walter Lohri

Latest news

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

Report

Monthly Report October 2024

News

Winner over 24 months

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

Bitte fülle alle erforderlichen Felder aus.

Investments with Format

Excellentperformance

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

Latest news

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Investments
with Format

Excellent
performance

Bereit
einzutauchen?