We use our knowledge:
Experienced, independent, for you.

Independent asset manager

Format Vermögen & Anlagen AG is an independent Swiss asset manager that supports private and institutional investors in achieving their investment goals. Format holds a license from FINMA as an asset manager of collective assets.
We value great importance to a foundation of mutual trust, focus on essential investments and a long-term perspective in the cooperation with our clients.

Healthy basis of trust

Our clients have the assurance that we are solely pursuing their interests. We do not allow conflicts of interest to arise, as we live exclusively from our clients’ fees and consistently waive (or pass on to our clients) the remuneration of banks or asset managers. As a matter of principle we do not work for companies in which we invest.

Our investment focus

For investments, we focus on Swiss equities and bonds worldwide. Experience shows: The Swiss equity market is one of the most attractive and has in the past generated better long-term returns than most other equity markets. International bonds make it possible to achieve appropriate returns even in a low interest rate environment.
This strategy has proven very successful in recent years and should continue to provide the foundation for achieving above-average returns in the selected investment areas in the future.

Long-term perspective

Format Vermögen & Anlagen AG is entrepreneurially managed and fully owned by its managing partners. Satisfied customers are our best advertisement. The achievement of investment goals is therefore our top priority.