We are wide awake,
so that you can sleep well.

Team

Managing Partner
Financial Consultant FH, Marketing

Matthias Hug

Managing Partner
Chief Executive Officer

Patrick Künzler

Managing Partner
Chairman of the Board of Directors

Samuele Donatelli

Head of Operations, Compliance & Risk Management

Stefan Jermann

Senior Consultant

Walter Lohri

Senior Financial Consultant

Markus Lackner

Deputy Head of Investment Management

Theresia Zahner

Operations, Risk Management & Compliance

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. The following document provides an overview about the received awards:

 

«BILANZ Awards»

 

«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 2023, 2022, 2021, 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 2023, 2022, 2021, 2020, 2019, 2018 and 2017, this strategy took first place in the corresponding risk category.

The test and its results are documented in issues 03/2023, 03/2022, 03/2021, 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”.

Werner Lehmann

Werner Lehmann lebt in Abtwil SG. Er ist ein ausgesprochener Familienmensch und sehr sportbegeistert. Seine Freizeit verbringt er mit seinen drei Söhnen auf dem Tennisplatz und auf der Skipiste.

Werner Lehmann ist Mitglied der Geschäftsleitung. Er ist für die Kundenbetreuung und das Marketing verantwortlich.

Nach dem Masterstudium ETH, dem NDS in Betriebswirtschaft, dem NDS FH zum Financial Consultant CFP war Werner Lehmann im Private Banking der SGKB, der LGT, der UBS AG und der Volksbank Schweiz tätig, zuletzt im Rang eines stellvertretenden Direktors. Seit 2012 ist Werner Lehmann selbständiger Vermögensverwalter bei der Format Vermögen & Anlagen AG (ehem. Trail Consulting AG).

Matthias Hug

Matthias Hug ist seit seiner Jugend ein passionierter Saxophonist. Der ETH-Ingenieur lebt mit seiner Frau und den drei Kindern in Zollikon, treibt regelmässig Sport und liest gerne.

Matthias Hug ist Vorsitzender der Geschäftsleitung und für die Vermögensanlagen verantwortlich. Er ist seit 2009 unabhängiger Vermögensverwalter, und seine Vermögensanlagen wurden mehrfach ausgezeichnet.

Bevor er unabhängiger Vermögensverwalter wurde, war er unter anderem als Principal für die Boston Consulting Group in Zürich, Boston und New York sowie als Direktor für die UBS tätig.

Patrick Künzler

Patrick Künzler lebt mit seiner Frau in Grabs und hat 2 erwachsene Kinder. In seiner Freizeit ist er als ehrenamtlicher Seelsorger aktiv und engagiert sich im sozialen Bereich. Seit 2012 ist er zudem ausgebildeter BodyTalk Practicionner und Reiki-Meister/Lehrer und betreibt in seiner Freizeit eine eigene komplementärmedizinische Praxis. 

Patrick Künzler ist Präsident des Verwaltungsrates und Geschäftsleitungsmitglied. Seit 2012 ist er mit Werner Lehmann zusammen als unabhängiger Vermögensverwalter tätig.

Nach erfolgreichem Handelsdiplom und dem Abschluss zum Diplomierten Bankfach-Experten war Patrick Künzler im Private Banking tätig, unter anderem für die Credit Suisse und die Bank Vontobel, zuletzt im Rang eines stellvertretenden Direktors.

Samuele Donatelli

Samuele Donatelli ist verheiratet und hat drei erwachsene Kinder. Er wohnt in Kriens LU. Ihm sind in der Freizeit nebst dem Musizieren als Bassist das Bewahren und Pflegen der Krienser Kultur und Brauchtum in der Galli-Zunft Kriens wichtig.

Als Mitglied der Geschäftsleitung und Leiter Operations, Risk Management und Compliance rundet er mit seinen Fähigkeiten in der Assekuranz die sehr hohen Standards der Format Vermögen und Anlagen AG für unsere Kunden hervorragend ab.

Samuele Donatelli blickt mit seinen verschiedenen Funktionen in mehr als dreissig Jahren u.a. bei Swiss Life, Zurich Versicherungen und PK-Rück auf eine profunde Erfahrung zurück. Bei der Norpen AG wirkte er zuletzt als CEO. Samuele Donatelli besitzt ein Diplom als Eidg. Dipl. Pensionskassenleiter, einen eidg. Fachausweis als Verkaufsfachmann, ein Fondsdiplom IAF und ein anerkanntes Diplom als Executive MBA der FHGR.

Stefan Jermann

Für Stefan Jermann sind seine Familie, das Wandern, sein Garten und das Saxophonspiel wichtige Elemente im Leben. Die Vermögensverwaltung hat er von der Pike auf gelernt.

Stefan Jermann ist Senior Kundenberater, mit breiter Erfahrung im Kunden- und Effektengeschäft. Bevor er unabhängiger Vermögensverwalter wurde, war er unter anderem für die Schweizerische Kreditanstalt und als Niederlassungsleiter Basel für die Volksbank AG tätig.

Walter Lohri

Walter Lohri lebt in Kriens bei Luzern. Seine Familie mit den beiden Kindern ist ihm wichtig, seine Freizeit verbringt er mit Wandern, Reisen, Kultur und der Pflege seiner Freundschaften.

Für Format betreut er als Senior Financial Consultant die Region Zentralschweiz. Die Tätigkeit als Vermögensverwalter hat er bei verschiedenen Allfinanzgesellschaften von der Pike auf gelernt, unter anderem bei der Credit Suisse und bei Zurich Financial Services. Er ist Diplomkaufmann, dipl. Fondsberater IAF und hat eine Zusatzausbildung in Marketing.

Vor über 20 Jahren hat er sich im Interesse seiner Kunden entschieden, unabhängiger Vermögensverwalter zu werden.

Markus Lackner

Markus Lackner lebt mit seiner Partnerin in Winterthur. Der Betriebsökonom mit einer Weiterbildung als Chartered Financial Analyst (CFA) ist ein begeisterter Tennisspieler und engagiert sich in seiner Freizeit als Kinder- und Juniorentrainer sowie als Präsident des Tennisclub Eulach.

Als stellvertretender Leiter Investment Management unterstützt er Matthias Hug im Bereich der Vermögensanlagen in allen Belangen.

Vor seinem Start bei Format war Markus Lackner während knapp 19 Jahren in verschiedenen Funktionen im Asset Management des VZ VermögensZentrum tätig. Als Head Research zeichnete er zuletzt verantwortlich für drei Anlageklassenspezialisten (Aktien, Zinswerte, Rohstoffe) sowie die taktische Ausrichtung der diskretionär geführten Vermögensverwaltungsmandate.

Theresia Zahner

Theresia Zahner lives in Illighausen and has a great fondness for culture, art and books. She likes to spend her free time with family and friends.

At Format, Ms. Zahner works in the areas of Operations, Risk Management and Compliance, and contributes to the smooth running of our business processes.

After graduating with a Baccalauréat Général in the South of France, Ms. Zahner is studying History and English at the University of Konstanz in addition to her work at Format. She has language skills in French, English, Spanish and Latin.

Urs Ledermann

Urs Ledermann lives in Zollikon, is a family man and a liberal, multi-talented spirit.

His great passion is entrepreneurship: In the 80s and 90s he built up several companies in the field of personnel consulting. After their sale, he concentrated on the real estate business, focusing on the development and maintenance of high-quality business and residential space in prime locations. From 2003 to 2014 Urs Ledermann was a member of the Board of Directors of Mobimo Holding AG (from 2008 its Chairman).

Today Urs Ledermann is Chairman of the Board of Directors and a member of the Board of Directors of numerous companies and brings valuable know-how to the company with his extensive experience as an entrepreneur.

Marc O. Stöckli

Marc O. Stöckli hat alle Viertausender der Schweiz bestiegen. Er ist unabhängiger Verwaltungsrat und bringt sein Know-how als Unternehmer, Finanzexperte und Jurist ein. 

Ausgebildet wurde Marc Stöckli an der Universität St. Gallen (lic. iur. HSG) und an der Wharton School of the University of Pennsylvania (MBA). Anschliessend war er für die Boston Consulting Group tätig sowie als CEO und Mitbegründer der Totemo AG. Heute führt er seine eigene Firma, die MOS Advisory GmbH. 

Ralf Nadler

Ralf Nadler lebt in Altnau am Bodensee. Seine Passion gilt seiner Frau und seiner Tochter, seiner Unternehmung, verschiedenen Sportarten und dem Kochen und Geniessen und der damit verbundenen Zeit mit Freunden.

Im Anschluss an verschiedene Tätigkeiten bei internationalen Treuhand- und Revisionsgesellschaften baute er in den letzten 30 Jahren mit grossem Enthusiasmus die Credor Gesellschaften mit Sitz in Wil/SG und Zürich auf. Als Inhaber der Credor Gesellschaften berät er mit seinem Team zahlreiche KMU und deren Unternehmer in verschiedenen Wirtschaftsbereichen und in unterschiedlichen Unternehmensphasen (Start-up bis Nachfolgeprozess).

Die Ausbildung zum dipl. Treuhandexperten und zugelassenen Revisionsexperten und die langjährige Erfahrung dienen ihm als Rüstzeug für die täglichen Herausforderungen. 

Werner Lehmann

Werner Lehmann lives in Abtwil SG. He is an outspoken family man and very keen on 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 team. He is responsible for customer service and marketing.

After completing his master’s degree at ETH, his NDS in business administration, and his NDS FH to become a Financial Consultant CFP, Werner Lehmann worked in private banking at SGKB, LGT, UBS AG, and Volksbank Schweiz, most recently in the rank of deputy director. Since 2012, Werner Lehmann has been an independent asset manager at Format Vermögen & Anlagen AG (formerly Trail Consulting AG).

Matthias Hug

Matthias Hug has been a passionate saxophonist since his youth. The ETH engineer lives with his wife and three children in Zollikon, does sport regularly and enjoys reading.

Matthias Hug is Chief Executive Officer and responsible for investments. He has been an independent asset manager since 2009, and his investment strategies 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.

Patrick Künzler

Patrick Künzler lives with his wife in Grabs 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 is also a trained BodyTalk Practicionner 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 been working together with Werner Lehmann as an independent asset manager.

After successfully completing his trading diploma and graduating as a certified banking expert, Patrick Künzler worked in private banking, among others for Credit Suisse and Bank Vontobel, most recently in the rank of deputy director.

Samuele Donatelli

Samuele Donatelli is married and has three grown-up children. He lives in Kriens LU. In his free time, in addition to making music as a bass player, preserving and cultivating Kriens culture and customs in the Galli Guild of Kriens are important to him.

As a member of the Executive Board and Head of Operations, Risk Management and Compliance, his skills in insurance round off the very high standards of Format Vermögen und Anlagen AG for our customers in an excellent way.

Samuele Donatelli looks back on a profound experience with his various functions in more than thirty years among others at Swiss Life, Zurich Versicherungen and PK-Rück. His last position at Norpen AG was CEO. Samuele Donatelli holds a federal diploma as pension fund manager, a federal certificate as sales specialist, an IAF fund diploma and a recognized executive MBA diploma from the FHGR.

Stefan Jermann

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, among others, for Schweizerische Kreditanstalt and as branch manager Basel for Volksbank AG.

Walter Lohri

Walter Lohri lives in Kriens near Lucerne. His family with his two children is important to him, and he spends his free time hiking, traveling, enjoying culture and cultivating his friendships.

For Format, he looks after the Central Switzerland region as a Senior Financial Consultant. He learned his job as an asset manager from scratch at various bancassurance companies, including Credit Suisse and Zurich Financial Services. He holds a degree in business administration, is a qualified fund advisor IAF and has additional training in marketing.

More than 20 years ago, he decided to become an independent asset manager in the interest of his clients.

Markus Lackner

Markus Lackner lives in Winterthur with his life partner.
A business economist with further training as a Chartered Financial Analyst (CFA), he is a keen tennis player and in his spare time is involved as a children’s and junior coach and as President of the Eulach Tennis Club.

As Deputy Head of Investment Management, he supports Matthias Hug in all aspects of asset management.

Before joining Format, Markus Lackner held various positions in Asset Management at VZ VermögensZentrum for almost 19 years. As Head of Research, he was most recently responsible for three asset class specialists (equities, interest rates, commodities) as well as the tactical orientation of the discretionary asset management mandates.

Marc O. Stöckli

Marc O. Stöckli has climbed all the four-thousand-meter peaks in Switzerland. He is an independent director and contributes his knowledge as an entrepreneur, financial expert and lawyer.

Marc Stöckli was educated at the University of St. Gallen (lic. iur. HSG) and at the Wharton School of the University of Pennsylvania (MBA). He then worked for the Boston Consulting Group and as CEO and co-founder of Totemo AG. Today he runs his own company, MOS Advisory GmbH.

Ralf Nadler

Ralf Nadler lives in Altnau near Lake Constance. He is passionate about his wife and daughter, his business, various sports, cooking and enjoying the time spent with friends.

Following various activities with international fiduciary and auditing companies, over the last 30 years he has enthusiastically built up the Credor companies based in Wil/SG and Zurich. As the owner of the Credor Companies, he and his team advise numerous SME’s and their entrepreneurs in various business sectors and at different stages of the company’s development (from start-up to succession).

His training as a certified fiduciary expert and licensed auditing expert and his many years of experience provide him with the tools he needs to meet the challenges he faces on a daily basis.