What Corum does

CORUM Vermögensverwaltung AG is an owner-managed, independent Swiss wealth management firm founded in Zurich in 2002 by Stefan Bucher. The firm operates without bank affiliation or product mandates, serving discerning private individuals, families, family offices, and self-directed investors in the DACH region through three core service tiers: full discretionary Wealth Management (Vermögensverwaltung), non-discretionary Investment Advisory (Anlageberatung), and Execution Only order routing. Revenue is generated primarily through recurring management and advisory fees tied to assets under management, supplemented by transparent per-order transaction fees on the execution-only stream, with all client assets held at one of over 54 custodian banking partners rather than on CORUM's own balance sheet.

Under the CORUM Group umbrella, the firm has expanded into a multi-brand structure comprising five wholly-owned entities: the Swiss parent CORUM Vermögensverwaltung AG, the German subsidiary CORUM Vermögensverwaltung (Deutschland) GmbH (Munich, 2012), the B2B infrastructure arm CORUM Wealth Management Platform AG (CWMP AG, 2019) offering modular compliance, risk, back-office and IT services to other independent wealth managers, and two acquired Swiss brands — Sensus Plus AG (2024) and Vock Wealth Management AG (2026). Investment decisions are made by a formal Investment Committee led by a Co-CIO, Chief Economist, Chief Strategist, and Deputy Investment Officer.

CORUM is FINMA-licensed via the AOOS supervisory organisation under FINIA/FinSA, and its German subsidiary is registered with BaFin, giving the group cross-jurisdictional regulatory standing. The firm has been consecutively recognised in the Citywire Top 50 External Asset Managers ranking, markets itself through personal adviser relationships and a LinkedIn corporate presence rather than mass-market campaigns, and remains privately held with no disclosed external institutional investors.

Name

Corum

Legal name

CORUM Vermögensverwaltung AG

Website

https://corumag.ch

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

CORUM Vermögensverwaltung AG is an owner-managed, independent Swiss wealth manager founded in 2002, providing discretionary wealth management, investment advisory, and execution-only services to HNW individuals, families, and family offices across the DACH region via a network of 54+ banking partners.

Ownership category

akta.pro rank

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management (Discretionary Mandate): CORUM assumes full discretionary responsibility for actively managing client portfolios. Clients grant a discretionary mandate and pay fees for professional active management, including ongoing monitoring, rebalancing, and Investment Committee oversight. Revenue is generated through management/advisory fees tied to assets under management.
2. Investment Advisory: CORUM provides independent investment analysis and documented recommendations. Clients retain final decision authority and pay advisory fees, typically ongoing based on the scope of engagement.
3. Execution Only: CORUM executes client investment orders efficiently and cost-effectively through its network of 54+ banking partners. Revenue is generated through transparent transaction fees per order, with no performance fee or hidden costs. Clients retain full control over their investment decisions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Corum Vermögensverwaltung AG is an independent, owner-managed Swiss wealth management firm offering three core service tiers: discretionary Wealth Management (Vermögensverwaltung) where Corum manages client portfolios under an agreed strategy; Investment Advisory (Anlageberatung) providing independent analysis and recommendations with the client retaining final decision authority; and Execution Only, a transparent order-routing service across a network of 54+ custodian banks. The group also operates CORUM Wealth Management Platform AG (CWMP AG), a modular B2B infrastructure platform supplying compliance, risk, back-office, and IT functions to partner wealth managers, alongside German-market and acquired Swiss subsidiaries.

Product overview

CORUM operates as a multi-brand independent wealth management group comprising five specialized companies. The core offering centers on CORUM Vermögensverwaltung AG, which delivers three service tiers: Wealth Management (full discretionary mandates), Investment Advisory (independent recommendations with client decision authority), and Execution Only (direct order execution). These are complemented by the CORUM Wealth Management Platform AG (a modular B2B infrastructure for compliance, risk, back office, and IT services), CORUM Deutschland GmbH (German market subsidiary), and two acquired Swiss wealth management firms—Sensus Plus AG (holistic wealth planning) and Vock Wealth Management AG (independent private client services). The group collectively serves private clients and families through over 54 banking partnerships, offering personal service combined with institutional infrastructure.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management (Vermögensverwaltung) Full discretionary portfolio management in which Corum makes investment decisions within an agreed strategy, investing across equities, bonds, funds, ETFs, structured products, and alternative investments with active risk management and rebalancing oversight from an Investment Committee.
• Investment Advisory (Anlageberatung) Independent investment analysis and documented recommendations where the client retains final decision authority, available as a one-off recommendation or as ongoing advisory engagement with a dedicated personal adviser.
• Execution Only Order execution service without advisory or discretionary mandate, providing efficient routing through a network of 54+ custodian banks worldwide with transparent per-transaction fees and no hidden costs, while client assets remain at the chosen custodian bank.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• AOOS AG (Aufsichtsorganisation für Vermögensverwalter und Trustees)coreOthersAOOS AG is the supervisory organisation to which CORUM Vermögensverwaltung AG is affiliated as a FINMA-licensed asset manager. AOOS conducts regulatory oversight on behalf of FINMA, ensuring CORUM's compliance with FINIA and FIDLEG. This is a mandatory regulatory relationship fundamental to CORUM's licensed operations.
• Over 54 Banking Partners (Swiss and International)coreOthersCORUM partners with over 54 banks in Switzerland and internationally. These banking partners serve as custodian banks where client assets are held. CORUM does not hold client assets directly. The network provides broad geographic coverage and execution access for clients who wish to retain their existing banking relationships.
• AML Revisions AGminorOthersAML Revisions AG is identified as CORUM's audit firm on the About Us / Supervision & Regulation page, conducting external audits of the company's operations and compliance.

Scale indicators4 records

Recent moves9 records

Expansion highlights5 records

Regional players

• VP Bank: Liechtenstein-headquartered wealth manager focused on intermediated and private banking for HNW clients in Liechtenstein, Switzerland, and beyond — comparable DACH-anchored focus but anchored in a different jurisdiction.

Broad incumbents

• Pictet Group: One of Switzerland's largest independent private banks, serving ultra-HNW clients with discretionary and advisory wealth management; broad incumbent with significant overlap on Corum's core offerings.
• Lombard Odier: Swiss private bank serving HNW individuals and families globally with discretionary and advisory wealth management; overlapping mandate with Corum but operating at substantially larger scale and a broader product set.
• J. Safra Sarasin: Established Swiss private bank with a strong HNW and family-office franchise in Switzerland and globally; overlaps with Corum on discretionary and advisory wealth management but offers a materially broader product set.
• Vontobel: Swiss-listed wealth manager with Wealth Management, Asset Management, and Investment Banking; serves HNW clients with discretionary and advisory mandates similar to Corum but at materially larger scale.

Direct peers

• Bordier & Cie: Independent Swiss private bank with discretionary, advisory, and execution-only services for HNW private clients — comparable scale, independence posture, and product breadth to Corum.
• Kepler Cheuvreux: Independent European wealth manager and broker serving private investors and family offices with advisory and execution services — relevant peer given Corum's execution-only business and 54+ bank partnerships.
• Hyposwiss: Swiss private bank focused on independent wealth management for HNW clients, offering discretionary, advisory, and execution-only services — directly comparable service catalog and target market to Corum.
• Mirabaud: Independent Swiss wealth and asset manager with a long family heritage; competes with Corum on discretionary mandates, advisory, and execution-only services for private clients across Switzerland and Europe.
• Aquilant Group: Independent Swiss wealth manager focused on discretionary portfolio management for HNW private clients in Switzerland and internationally — the closest comparable size, segment, and bank-independent positioning to Corum.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/corum-vermoegensverwaltung-ag

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries4 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 Corum