Remaco Group

What Remaco Group does

Remaco Group is a Basel-headquartered, partner-managed multi-family office founded in 1947, operating across two core regulated entities — Remaco Asset Management AG (FINMA-regulated securities house) and Remaco Advisory Services AG — plus a wholly-owned audit subsidiary (Remaco Wirtschaftsprüfung AG). The firm delivers an integrated 360° financial-advisory service covering evidence-based asset management, corporate finance and M&A, legal, tax, accounting, audit, real estate, and company (entity) services to entrepreneurs, high-net-worth individuals, family offices, and small-to-medium-sized institutions such as foundations and pension funds.

The core investment product is the Remaco Weltportfolio ETF-Mandat (World Portfolio ETF Mandate), a rule-based, evidence-based portfolio construction methodology developed by Prof. Dr. Tim Kröncke and Prof. Dr. Pascal Böni. The system aggregates quarterly capital market expectations from approximately 30 leading global financial experts and translates them into CHF-denominated return and risk expectations, then implements the allocation through low-cost passive ETFs (predominantly CHF-denominated) under a systematic algorithm designed to avoid home bias, market timing, and behavioral decision errors. The firm defends its independence from bank product distribution and publishes proprietary research via the quarterly Remaco-Report and academic venues.

Remaco makes money through three mechanics: (1) recurring asset management fees on AUM charged by the FINMA-regulated securities house (including own-account and custody management), (2) professional services fees across the seven advisory service lines billed on engagement/project basis, and (3) corporate finance and M&A advisory fees on transactions. Client acquisition is relationship-driven and content-led — combining direct partner engagement, white-glove onboarding, and thought leadership through quarterly research publications, academic chairs at Tilburg University and the University of Basel, and membership in Nexia International (a 260-firm, 100+ country network providing leveraged international capability). Pricing is not publicly disclosed; engagements are negotiated per mandate.

Name

Remaco Group

Legal name

Remaco Gruppe

Website

https://remaco.com

Company type

Private

Founded year

1947

Operating status

Operating

Headcount range

11–50 employees

Short description

Remaco Group is a Basel-based, FINMA-regulated multi-family office founded in 1947, offering 360° financial advisory and evidence-based ETF asset management to entrepreneurs, HNWIs, family offices, foundations, and pension funds across two regulated Swiss entities.

Ownership category

akta.pro rank

Product category

Multi-Family Office and Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Multi-family office services
• Wealth management advisory
• Corporate finance advisory
• Evidence-based asset management
• Audit and tax services

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Services: Active, quantitative asset management through the FINMA-regulated securities house (Remaco Asset Management AG), including account/portfolio management with own account and custody management. Revenue derived from asset management fees charged on assets under management.
2. Financial Advisory and Consulting Services: 360-degree financial advisory services covering asset structuring (asset protection and asset transfer), private debt research and advisory, accounting services, legal services, real estate services, tax services, and audit services through Remaco Advisory Services AG.
3. Corporate Finance and M&A Advisory: Corporate finance and mergers & acquisitions advisory services provided through the advisory entity, targeting entrepreneurs and investors on strategic financial decisions.
4. Audit Services: Limited and ordinary audits of annual financial statements, consolidated financial statements (OR, Swiss GAAP FER, IFRS), and special audits, through the independent auditing subsidiary.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Remaco Group operates as a partner-managed multi-family office providing 360-degree financial advisory and asset management services. The firm delivers evidence-based asset management through its FINMA-regulated securities house (Remaco Asset Management AG), and complementary advisory services (legal, tax, accounting, real estate, corporate finance/M&A, audit, and company services) through Remaco Advisory Services AG and Remaco Wirtschaftsprüfung AG. Its flagship investment product is the Remaco Weltportfolio ETF-Mandat, a rule-based, globally diversified mandate implemented via low-cost passive ETFs.

Product overview

Remaco Group operates as a partner-managed Multi-Family Office for entrepreneurs, HNWIs, family offices, and small-to-medium institutions since 1947. The company consists of two main entities: Remaco Asset Management AG (a FINMA-regulated securities house) and Remaco Advisory Services AG (an advisory firm). The core product is the Remaco Weltportfolio ETF-Mandat, a scientifically grounded, globally diversified ETF-based investment portfolio. Services include evidence-based asset management, corporate finance/M&A, legal services, company services, accounting services, tax services, real estate services, audit services, and private debt advisory—all delivered through a unified 360° Financial-Advisory approach leveraging Nexia international network resources.

Differentiator

Problem solved

Functional benefit

Brands

• Weltportfolio ETF-Mandat: Scientifically grounded, globally diversified ETF mandate using rule-based algorithm for long-term investment success, implemented exclusively through low-cost passive index funds (ETFs) predominantly denominated in Swiss francs

Products and services

• Remaco Weltportfolio ETF-Mandat (World Portfolio ETF Mandate) A scientifically grounded, globally diversified investment portfolio implementing evidence-based asset management using low-cost passive index funds (ETFs) predominantly denominated in Swiss francs, with rule-based systematic market weighting to avoid emotional or subjective investment decisions and home bias.
• Evidence-Based Asset Management Active quantitative asset management based on independent analysis of global capital market expectations, implemented in efficient, passive, and diversified portfolios with rule-based, transparent capital allocation across asset classes. Includes own-account and custody management via the FINMA-regulated securities house Remaco Asset Management AG.
• 360° Financial-Advisory Services Comprehensive 360-degree financial advisory for liquid and illiquid assets covering wealth management, asset structuring (asset protection and asset transfer), private debt research and advisory, accounting, legal, real estate, tax, and audit services delivered from a single partner-managed firm.
• Corporate Finance & Mergers & Acquisitions Advisory Strategic financial advisory for entrepreneurs and investors on corporate finance decisions and mergers & acquisitions transactions, led by the CEO of Remaco Advisory Services AG.
• Legal Services Legal advisory covering corporate law, labor law, inheritance law, succession planning, contract law, and legal due diligence, provided through Remaco Advisory Services AG.
• Company Services Formation and administration of companies and structures for inheritance planning, charitable activities, asset protection, and operational activities in Switzerland.
• Accounting Services Client accounting services including financial accounting, payroll, and bookkeeping for clients of Remaco Advisory Services AG.
• Tax Services Tax advisory covering national and international tax law, tax planning, declarations, real estate taxation, and tax authority liaison provided by certified tax experts.
• Real Estate Services Property management services including letting, management, and debt collection for properties managed by Remaco Advisory Services AG.
• Audit Services Limited and ordinary audits of annual financial statements, consolidated financial statements (OR, Swiss GAAP FER, IFRS), and special audits including capital increases/decreases and liquidations, delivered through the RAB-licensed subsidiary Remaco Wirtschaftsprüfung AG.
• Private Debt Advisory Research and advisory services on private credit and private debt investments, including fund analysis and selection, supported by academic research collaboration with Tilburg University's Tilburg Institute for Private Debt (TiPD).

Quantifiable outcome

• Over a 10-year period, the underperformance from home bias (Swiss equity overweight) compared to the global market accumulates to over 20 percentage points, illustrating the cost of common investment mistakes their methodology avoids.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• EsisuissecoreOthers · 1 January 2005Esisuisse, founded in Basel in 2005, secures customer deposits at banks and securities firms in Switzerland. As a securities house, Remaco is a member of Esisuisse, offering customers the deposit protection provided for under the Swiss Banking Act.
• Nexia InternationalcoreStrategic or Co-development PartnerRemaco is a member of Nexia, a leading global network of independent accounting and consulting firms offering audit, accounting, tax and advisory services. Through Nexia, Remaco leverages the knowledge of over 34,000 employees led by approximately 3,450 partners within ~260 member firms in over 165 offices worldwide, enabling access to experts in over 100 countries.
• Swiss Financial Market Supervisory Authority (FINMA)coreOthersFINMA is the independent Swiss supervisory authority protecting financial market clients (creditors, investors, insured persons) and strengthening confidence in the Swiss financial center. As a FINMA-regulated securities house, Remaco meets high regulatory standards required to manage client securities directly or through third-party banks and offers modern e-banking.
• Swiss Banking (Schweizerische Bankiervereinigung, SBVg)minorOthersThe Swiss Bankers Association is the umbrella organization of the Swiss financial center, founded in 1912 in Basel with nearly 270 member institutions. As a member, Remaco participates actively in shaping the Swiss financial center.
• Swiss Private Equity & Corporate Finance Association (SECA)minorOthersSECA represents Swiss private equity, venture capital, and corporate finance fields and promotes exchange of ideas and cooperation between members and their clientele. Remaco has been a member for many years.
• EXPERTsuisseminorOthersEXPERTsuisse is the professional and interest association of auditors and tax experts in Switzerland. Remaco has its own auditing subsidiary and is a member of EXPERTsuisse.
• Swiss Association of Securities Firms (VSW)minorOthersThe association protects member interests and works to improve the regulatory status of securities firms and promote self-regulation. Remaco has been actively involved in the Board of the Association since its foundation and provided the President of VSW since January 2017.
• Tilburg University (Tilburg School of Economics and Management, TiSEM)coreStrategic or Co-development PartnerRemaco is an institutional partner of the Tilburg Institute for Private Debt (TiPD) at Tilburg University's TiSEM. The partnership involves intensive research collaboration. CEO Prof. Dr. Pascal Böni serves as Professor of Practice in Finance & Private Markets at Tilburg University and Director of the Tilburg Institute for Private Markets (TiPM).

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• VZ VermögensZentrum: Switzerland's largest independent financial advisor offering wealth management, pension, mortgage, and tax planning to private clients. Directly comparable as a Swiss, bank-independent, fee-based advisor competing for the same HNW and entrepreneur segment; notably, Remaco itself hired a former VZ Office Manager, indicating direct talent and competitive overlap.
• Marcuard Heritage: Zurich-based multi-family office providing wealth management, corporate finance, and advisory services to entrepreneurs and HNW families. Comparable in service scope (integrated advisory, M&A, succession planning), target client (Swiss HNW/entrepreneur), and partnership-style operating model.
• Wyser & Partner (Wyser & Cie.): Independent Basel-rooted private bank and multi-family office serving HNW individuals, entrepreneurs, and family foundations in Switzerland. Closely comparable geography, independence positioning, and integrated advisory offering.
• True Wealth: Swiss digital wealth manager offering automated, evidence-based, globally diversified ETF portfolios to private clients. Directly comparable to the Weltportfolio ETF Mandate in underlying philosophy (passive, low-cost, rules-based global allocation), with a contrasting digital-first delivery model.

Emerging players

• finpension: Swiss fintech offering low-cost ETF-based wealth and pillar 3a investing with passive model portfolios. Competes with Remaco's Weltportfolio mandate for cost-sensitive Swiss private investors using a purely digital channel.

Broad incumbents

• Pictet Group: One of Switzerland's largest independent private banks, offering wealth management, asset management, and advisory services to HNW and institutional clients globally. Overlaps with Remaco on the wealth management and advisory side but operates at vastly greater scale and product breadth.
• Julius Bär: Swiss-listed private bank serving HNW individuals, entrepreneurs, and family offices worldwide. Comparable target segment (HNW entrepreneurs and family offices) but with full banking, lending, and cross-border capabilities beyond Remaco's scope.
• Lombard Odier: Swiss private bank with strong HNW and family-office franchise, including integrated investment, advisory, and corporate finance capabilities. Comparable on multi-family office positioning and Swiss HNW focus; much larger scale and global footprint.
• Vontobel: Swiss-listed wealth and asset manager with expertise in private banking, multi-asset, and sustainable investing. Comparable in offering evidence-based multi-asset mandates and serving Swiss institutional/private clients, but at institutional scale.
• BDO Switzerland: Swiss member of BDO's global audit, tax, and advisory network. Overlaps with Remaco on advisory, tax, accounting, and audit services for SMEs, foundations, and HNW clients, but without Remaco's FINMA-regulated securities-house asset management arm.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/remaco-ag

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

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 Remaco Group