Contact us
We are close to you: Zurich, St.Gallen, Basel, Lucerne
You can find us at four locations in Switzerland: Zurich, St. Gallen, Basel and Lucerne. Our team is available to answer any questions you may have and help you with your investment goals. Don't hesitate to contact us — we'd love to hear from you!
Zurich
Format Vermögen & Anlagen AG
Zollikerstrasse 65/Höhestrasse 67
8702 Zollikon
Phone +41 44 913 30 50
info@format-vermoegen.ch
Your contacts
Matthias Hug has been a passionate saxophonist since his youth. The ETH engineer lives in Zollikon with his wife and three children, regularly exercises and likes to read. Matthias Hug is Chief Executive Director and is responsible for investments. He has been an independent asset manager since 2009 and his investments have received several awards. Before becoming an independent asset manager, he worked as a principal for the Boston Consulting Group in Zurich, Boston and New York and as a managing director for UBS, among others.
Managing Partner, Chairman of the Management Board
St.Gallen
Format Vermögen & Anlagen AG
Poststrasse 5
9443 Widnau
Phone +41 71 913 60 30
info@format-vermoegen.ch
Your contacts
Werner Lehmann lives in Abtwil SG. He is an outspoken family person and is very enthusiastic about sports. He spends his free time with his three sons on the tennis court and on the ski slopes. Werner Lehmann is a member of the management board. He is responsible for customer care and marketing. After completing his master's degree in ETH and completing the NDS FH as a Financial Consultant CFP, Werner Lehmann worked in private banking at SGKB, LGT, UBS AG, most recently as Deputy Director. Werner Lehmann, together with Patrick Künzler and Matthias Hug, has been an independent asset manager at Format Vermögen & Anlagen AG since 2012.
Managing Partner, Financial Consultant FH
Patrick Künzler lives in Grabs with his wife and has 2 adult children. In his free time, he is active as a volunteer pastor and is involved in the social sector. Since 2012, he has also been a trained BodyTalk practitioner and Reiki master/teacher and runs his own complementary medicine practice in his spare time. Patrick Künzler is Chairman of the Board of Directors and a member of the Executive Board. Since 2012, he has worked together with Werner Lehmann as an independent asset manager. After successfully completing his trade diploma and becoming a qualified banking expert, Patrick Künzler worked in private banking, including for Credit Suisse and Bank Vontobel, most recently as Deputy Director.
Managing Partner, Chairman of the Board
Basel
Format Vermögen & Anlagen AG
St. Alban-Anlage 46
4052 Basel
Phone +41 61 913 00 60
info@format-vermoegen.ch
Your contacts
For Stefan Jermann, his family, hiking, his garden and playing the saxophone are important elements in life. He learned asset management from scratch. Stefan Jermann is a senior client advisor with broad experience in client and securities business. Before becoming an independent asset manager, he worked for the Schweizerische Kreditanstalt and as branch manager in Basel for Volksbank AG, among others.
Senior Financial Consultant
Lucerne
Format Vermögen & Anlagen AG
Zumhof-Anlage 15
6010 Kriens
Phone +41 41 914 14 80
info@format-vermoegen.ch
Your contacts
Walter Lohri lives in Kriens near Lucerne. His family and two children are important to him; he spends his free time hiking, traveling, culture and maintaining his friendships. For Format, he supervises the Central Switzerland region as a senior financial consultant. He learned to work as an asset manager from scratch at various financial institutions, including Credit Suisse and Zurich Financial Services. He is a business graduate, dipl. Fund advisor IAF and has additional training in marketing. In the interest of his clients, he decided to become an independent asset manager over 20 years ago.
Senior Financial Consultant
Format Vermögen & Anlagen AG holds a FINMA license as a wealth & asset manager for collective investment schemes.
