We are wide awake,
so that you can sleep well.
Managing Partner
Financial Consultant FH, Marketing

Matthias Hug

Managing Partner
Chief Executive Officer

Patrick Künzler

Managing Partner
Chairman of the Board of Directors

Martin Schäpper

Managing Partner
Compliance & Risk Management

Stefan Jermann

Senior Consultant

Walter Lohri

Senior Financial Consultant

Urs Ledermann

Member of the Board of Directors

Marc O. Stöckli

Member of the Board of Directors

Ralf J. Nadler

Member of the Board of Directors

Awards

The Swiss business magazine “BILANZ” periodically examines the results of independent asset managers and compiles rankings of the investment strategies managed by them. The returns of various investment strategies developed and actively managed by Matthias Hug (Head of Investment Management) have received awards in these “BILANZ” rankings:

«Asset Manager of the Year 2022» and 1st places in investment ranking of BILANZ 2022

The asset manager with the best results over all risk categories receives from “BILANZ” the award of the «Asset Manager of the Year». 2022 Format received this prestigious award for the achieved investment results over 24 months and over 36 months.

Our investment strategy «Format Swiss Mid & Small Cap Equity» was awarded 1st ranks over 12, 24 and 36 months in the respective risk category, “Format Balanced International” and “Format Conservative” achieved 1st ranks over 24 and 36 months, and “Format Swiss Equity” received a 1st rank over 12 months.

The test and its results are documented in the article
«Rendite-Varieté» in the issue 03/2022 of «BILANZ»
(or under  www.firstfive.ch).

«Asset Manager of the Year 2021» and 1st places in investment ranking of BILANZ 2021

The asset manager with the best results over all risk categories receives from “BILANZ” the award of the «Asset Manager of the Year». 2021 Format received this prestigious award for the achieved investment results over 12 months and over 24 months.

Our investment strategies «Format Balanced International» und «Format Conservative» were awarded 1st ranks over 12 months and over 24 months in the risk categories «Balanced» resp. «Conservative». In addition, our strategy «Format Swiss Mid & Small Cap Equity» achieved the best performance in the risk category «Dynamic» over 12 months and over 24 months. 

 

Format Swiss Mid &
Small Cap Equity:
1st place in the investment rating of BILANZ 2022, 2020, 2019, 2018 and 2017

Our investment strategy “Format Swiss Mid & Small Cap Equity” is based on an actively managed equity investment strategy developed by Matthias Hug. In the “BILANZ” rankings for the years 2022, 2020, 2019, 2018 and 2017, this strategy took first place in the corresponding investment category.

The test and its results are documented in issues 03/2022, 03/2020, 03/2019, 03/2018 and 05/2017 of “BILANZ”.

Format Swiss Equity:
1st place in the investment rating of BILANZ 2022

Our investment strategy “Format Swiss Equity” was awarded a first place in the “BILANZ” ranking for the years 2022 in the corresponding risk category.

 

The test and its results are documented in the issues 03/2022 of “BILANZ”.

Format Balanced International and Format Conservative:
1st place in the investment rating of BILANZ 2022 and 2021

Our investment strategies “Format Balanced International” and “Format Conservative” achieved a first place in the “BILANZ” rankings for the years 2022 and 2021 in the corresponding risk categories.

 

The test and its results are documented in the issues 03/2022 and 03/2021 of “BILANZ”.

Format Global Bonds
1st place in the investment
rating of BILANZ 2013

Our investment strategy “Format Global Bond” is based on a bond investment strategy developed and actively managed by Matthias Hug. This strategy has been ranked first in the “BILANZ” 2013 ranking in the corresponding risk category.

The test and its results are documented in the article “Geldkönige” in the 06/2013 issue of “BILANZ”.

Award as leading independent asset manager

The Swiss business magazine “BILANZ” has conducted a large-scale test of independent Swiss asset managers. The ten best asset managers were awarded the rating “very good” – including Matthias Hug (then working for Hug Invest AG). Prof. Dr. Thorsten Hens, head of the Institute for Swiss Banking at the University of Zurich, developed the test and is quoted as saying that “the best independent asset managers are better than the banks”.

The test and its results are documented in the article “Die Besten Unabhängigen” in the 18/2010 issue of “BILANZ”.