1875 Finance

What 1875 Finance does

1875 Finance SA is a Geneva-headquartered independent wealth management firm founded in 2006 by five former bankers from Ferrier Lullin & Cie (Olivier Bizon, Paul Kohler, Aksel Azrac, Jacques-Antoine Ormond, and François-Michel Ormond), 80% of whose clients followed them to the new platform. The firm serves ultra-high-net-worth (UHNW) individuals and families, multi-family office clients, and institutional investors across Switzerland and Europe through three offices (Geneva headquarters, Zürich, and Luxembourg) and manages approximately 13 billion CHF in assets under management. Its core product set spans Private Clients (discretionary and advisory mandates), Multi-Family Office (corporate, legal, private office services and consolidated reporting), Institutional Clients (FINMA-approved asset management), and Asset Management — including a Bespoke Portfolio module and a Private Equity lifecycle service.

The technology layer is built on an open architecture investment platform that integrates best-in-class third-party tools rather than proprietary products: Mydesq for PMS/CRM and consolidated reporting; Bloomberg for fixed income analytics; Morningstar for fund screening; Longview Economics for macro and asset allocation; SunGrad APT for risk and stress testing; and Silex for portfolio construction and equity selection. This stack supports discretionary management, advisory mandates, and bespoke portfolio creation without conflicts of interest from proprietary product distribution. The firm is FINMA-approved and CSSF-regulated (the Luxembourg entity provides the European passport for EU-resident clients).

Revenue is generated principally through recurring, AUM-based fees on discretionary and advisory mandates, supplemented by professional-services fees for private equity transactions and bespoke engagements. Distribution is exclusively direct: relationship managers based in Geneva, Zürich, and Luxembourg acquire UHNW clients through personal networks, referrals, and the team's prior-bank Rolodex, with no digital self-service channel or third-party distribution. Marketing is understated and centered on thought-leadership content (research publications, monthly reports, and selective conference participation including the Finance Summit). Pricing is quote-based and not publicly disclosed.

Name

1875 Finance

Legal name

1875 Finance SA

Website

https://1875.ch

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Finance Services (6199)

akta.pro primary industry

Money Market Funds (FSAAAEAC)

Keywords

• Private wealth management
• Multi-family office services
• Independent asset management
• Discretionary portfolio management
• UHNW advisory services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Discretionary Asset Management: Portfolio management under discretionary mandate where the firm actively manages client portfolios, adapting to market dynamics to minimise loss risk during volatility. Charges management fees based on AUM.
2. Advisory Mandates: Advisory services providing investment advice on asset allocation, single lines and investment vehicles, acting as sparring partner for client investment decisions. Billed as recurring advisory fees.
3. Private Equity Services: Full-spectrum private equity services including target identification, due diligence, structuring, negotiation and exit management for clients investing in private markets.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

1875 Finance is an independent wealth management firm providing discretionary and advisory portfolio management, multi-family office services, institutional asset management, bespoke portfolio construction, private equity deal execution, and comprehensive wealth planning. The firm operates an open architecture model delivering conflict-free access to best-in-class investment specialists across asset management, corporate finance, and economic research for UHNW individuals, families, and institutional clients.

Product overview

1875 Finance is an independent wealth management firm offering a unified platform of services for private clients, multi-family office, and institutional clients. The core offering spans Private Clients (open architecture wealth management), Multi-Family Office (UHNW family services), Institutional Clients (FINMA-approved asset management), and Asset Management (holistic allocation). These services are delivered through distinct modules: Discretionary Mandate and Advisory Mandate for portfolio management; Bespoke Portfolio for custom construction using third-party tools (Longview Economics, SunGrad APT, Silex, Bloomberg, Morningstar, Mydesq); Private Equity for full lifecycle management; Research Partners for investment recommendations; and Wealth Planning for comprehensive reporting and consolidation.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Clients Wealth Management Open architecture wealth management service for UHNW individuals and families, providing positive returns and asset protection free of conflicts of interest through access to best-in-class external investment specialists.
• Multi-Family Office Specialised services for UHNW families including Corporate Office, Legal Office and Private Office capabilities, with consolidated portfolio reporting across multiple custodians and cross-border wealth structuring.
• Institutional Asset Management FINMA approved asset management for professional investors delivering a robust management process compliant with international governance requirements.
• Discretionary Mandate Full portfolio management service in which the asset management team has discretionary authority to actively manage portfolios and adapt to market dynamics to minimise loss risk during volatility, charged as a percentage of AUM.
• Advisory Mandate Investment advisory service providing advice on asset allocation, single lines, and investment vehicles while clients retain final decision-making authority over recommendations.
• Bespoke Portfolio Construction Custom portfolio creation and restructuring service using strategic reflection, macro-economic analysis, risk management and optimisation tools, including dedicated tool suite (Longview Economics, SunGrad APT, Silex, Bloomberg, Morningstar and Mydesq).
• Private Equity Services End-to-end private equity services including target identification, strategic and financial analysis, valuation, due diligence coordination, structuring, negotiation, execution, board presence, and exit management.
• Wealth Planning Comprehensive wealth planning services including consolidated reporting across multiple custodians, estate structuring, and wealth preservation for private clients.
• Real Estate Direct Investment (Floris Marvila) Direct investment program committing 500-800 million EUR to the Floris Marvila urban housing project in Lisbon to develop 1,400 homes across the Marvila and Beato districts, including social and affordable housing units.

Quantifiable outcome

• 13 billion CHF assets under management
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature2 records

Partnerships

Six partnerships are on record, tiered core.

• REYL & CiecoreStrategic or Co-development Partner · 5 August 2021Strategic partnership announced in August 2021 marking a new chapter for 1875 Finance. The partnership enables both firms to leverage complementary strengths in serving their respective client bases across Switzerland and internationally.
• SILEXcoreTechnology or Integration · 15 January 2019Strategic partnership with SILEX that revolutionized traditional asset management codes. SILEX provides portfolio creation, equity selection, and risk/return optimization tools as part of 1875 Finance's open architecture platform.
• Longview EconomicscoreTechnology or IntegrationProvides asset allocation model tools for strategic allocation, tactical allocation, and quantitative/macro analyses supporting portfolio construction.
• SunGrad APTcoreTechnology or IntegrationProvides risk management tools including portfolio risk measures, portfolio diagnostics, and stress tests for portfolio management.
• BloombergcoreTechnology or IntegrationProvides bond analysis tools including market screening, credit risk analyses, and interest rate analyses for fixed income portfolio management.
• MorningstarcoreTechnology or IntegrationProvides fund analysis tools including quantitative analysis, peer-group analyses, and monitoring of performance/risk for investment selection.

Scale indicators7 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Vontobel: Zurich-headquartered Swiss wealth and asset manager with listed parent. Operates boutique-style wealth management alongside larger institutional asset management — overlaps with 1875 Finance on Swiss UHNW private clients and Zurich real estate.
• EFG International: Listed Swiss private banking group with global wealth management presence and AUM scale materially larger than 1875 Finance. Operates in the same independent/private banking category and competes for UHNW European client relationships.
• Lombard Odier: One of Switzerland's largest private banks with full wealth and asset management capabilities. Heavier portfolio and broader institutional/global footprint than 1875 Finance, but overlapping UHNW clientele and benchmark independent Swiss wealth manager that 1875 competes against for talent and clients.
• Pictet Group: Geneva-headquartered private partnership and one of Europe's largest wealth and asset managers (~CHF 700B+ AUM). Comparable UHNW focus and Geneva roots; vastly larger scale makes it the defining incumbent benchmark for boutique independents like 1875 Finance.

Direct peers

• Mirabaud: Swiss-headquartered independent private bank offering wealth management, asset management and advisory services to UHNW families and institutional clients. Directly comparable on independent/open-architecture model, multi-jurisdictional footprint (Geneva, Zurich, London, Luxembourg), and UHNW focus.
• Stonehage Fleming: Leading multi-family office with Jersey/UK headquarters and significant Swiss presence, recently merged with Corient and Stanhope Capital (2025). Direct competitor in the UHNW multi-family office segment serving European families with consolidated wealth management.
• Bessemer Trust: US-headquartered multi-family office serving ultra-wealthy families with investment management, wealth planning, and family services. Closest cross-border comparable for 1875 Finance's multi-family office offering in terms of service breadth and client archetype.
• Stanhope Capital: London-based multi-family office and wealth advisory firm recently consolidated into Stonehage Fleming/Corient (2025). Highly comparable European independent MFO serving UHNW families with discretionary and advisory mandates.
• Banque SYZ: Independent Swiss private bank (Geneva-based) serving private clients and institutional investors with discretionary and advisory mandates, plus alternative investment funds (Oyster). Open-architecture positioning closely matches 1875 Finance's model.
• REYL & Cie: Geneva-headquartered independent wealth manager with digital banking and asset management capabilities. 1875 Finance's strategic partner since August 2021; nearly identical client archetype, regulatory standing (FINMA), and Swiss/Luxembourg operational footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/embed/example
• LinkedInlinkedin.com/company/1875-finance

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 1875 Finance