Having format means:
Always do what's appropriate.

Our six values form the basis of our work and guarantee our customers a trustworthy and reliable partnership. Learn more about our values and how they are reflected in our daily work.

No conflicts of interest

1
Independent asset manager
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Format Vermögen und Anlagen AG is an independent Swiss asset manager with FINMA approval for collective assets. We serve private and institutional investors, manage individual portfolios, funds and pension assets (pillar 3a, freedom of movement, pension funds). Our focus is on trust, attractive investment markets, above-average performance and long-term cooperation.

Independent asset manager
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Dependability

2
A healthy basis of trust
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Our customers have the guarantee that we only pursue their interests. We do not allow conflicts of interest to arise, as we live exclusively on our clients' fees and consistently waive remuneration from banks or asset managers (or pass them on to our clients). In principle, we do not work for companies in which we invest.

A healthy basis of trust
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Power

3
Above-average performance
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We focus on selected investments in order to be among the best asset managers in these areas. The objective comparison with reasonable benchmarks and with the results of competitors confirms that we have succeeded in doing this in the past.

Above-average performance
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Basis for investment performance

4
Focus on attractive investment markets
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For investments, we focus on Swiss equities and bonds in the world. Experience shows that the Swiss stock market is one of the most attractive and has achieved better long-term returns than most other equity markets. Higher returns can be achieved with bonds in the world than in the money market. This strategy has proven effective and will continue to provide the basis for attractive returns in the future.

Focus on attractive investment markets
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Dialogue on equal footing

5
Transparency
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All investment costs are transparent, investment strategies are comprehensible and fees are appropriate to market conditions.

transparency
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Partnership-based collaboration

6
Long-term perspective
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Format Vermögen und Anlagen AG is entrepreneurial and fully owned by the managing partners. Satisfied customers are our best advertisement. Achieving our clients' investment goals is therefore our top priority.

Long-term perspective
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Your wealth,
our formats

At Format Vermögen und Anlagen AG, we offer a wide range of services to achieve your individual investment goals. From asset management to consulting services to retirement planning, we help you invest your assets optimally and secure them over the long term.

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Asset management

Our core business is asset management. We have equity investments, bond investments and mixed mandates. The investment objectives thus pursued include capital gains, income and asset preservation.

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Co-investment

We offer our clients the opportunity to invest in the same investments as we do. It goes without saying that we handle our private wealth with care. The co-investment should ensure a good night's sleep — at least we're in the same boat together.

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Consulting services

We help you choose the right investment and regularly review it for your personal needs. We are able to meet most requirements with our asset management mandates and funds. In special cases, however, we also offer other consulting services.

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Provision

Format offers portfolios for all Swiss pension funds. This includes investments for pillar 3a, freedom of movement, mandatory pension fund and supra-mandatory pension fund.

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

That is not only our motto, but also our promise to you. Find out more about the experts behind Format. Our dedicated team of experienced financial experts is here to help you achieve your investment goals and protect your assets.

Customer advice and PM

Operations, Risk & Compliance

Board of Directors

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).

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!

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