Wydler Asset Management

What Wydler Asset Management does

Wydler Asset Management is a Swiss wealth management firm founded in 1995 and headquartered in Wilen b. Wollerau, operating under FINMA supervision. It serves high-net-worth individuals, families, family offices, foundations, and companies across Switzerland and Germany, with a German subsidiary (Wydler Asset Management (Deutschland) GmbH) based in Augsburg. The firm runs two proprietary mutual funds — the Wydler Global Equity Fund (inception 2004) and the Wydler Global Bond Fund (inception 2011) — alongside bespoke asset management and investment advisory mandates, delivered through a small team of named relationship managers under CEO Frank Ramsperger.

The core product shelf is built around actively managed equity and bond strategies, with hedging overlays and ESG integration embedded since the firm's founding. Lead bond fund manager Nick Jost has been externally validated with a Citywire AAA rating, and the funds have received Capital Magazine 5-star recognition (2024) and a Top 50 IAM Switzerland ranking (2024). Distribution is delivered through a hybrid model: direct relationship coverage in Switzerland and Germany, supplemented by partnerships with LLB Swiss Investment AG (fund platform/administration), Frankfurter Bankgesellschaft, and V-Bank AG (German private-banking channels). Governance is reinforced through UN PRI signatory status (November 2021) and engagements with the UN Global Compact and UNEP FI. There is no proprietary technology platform disclosed; the operating model is relationship-led rather than technology-led.

The business model is fee-based asset management. The equity fund charges a 1.5% p.a. management fee plus a 12% performance fee over a 3% hurdle; the bond fund charges a 1.0% p.a. management fee. Pricing for discretionary wealth management mandates is not disclosed. Custody and audit partners include Frankfurter Bankgesellschaft and PwC. Revenue mechanics are driven by AUM across the two funds and mandate book, supported by long-tenured client relationships rather than scalable technology distribution. The firm is privately held with 1–10 employees, and no AUM, revenue, or capital-raising history is publicly disclosed.

Name

Wydler Asset Management

Legal name

Wydler Asset Management AG

Website

https://wydlerinvest.ch

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Wydler Asset Management is a Swiss FINMA-regulated wealth management firm founded in 1995, offering two proprietary mutual funds and bespoke asset management mandates to high-net-worth individuals, families, family offices, foundations, and companies in Switzerland and Germany.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Asset management
• Investment fund management
• Portfolio management
• Private banking

Headquarters

HQ city

Wollerau

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wydler Global Equity Fund Management: Actively managed equity fund with focus on Europe and selective US exposure. Management fee of 1.5% p.a. plus 12% performance fee over 3% hurdle rate. Weekly issuance/redemption of shares. ISIN: CH0016137736.
2. Wydler Global Bond Fund Management: Globally diversified bond fund investing in corporate bonds across various countries, sectors, maturities, ratings, and currencies (USD, EUR, CHF). Currency hedging to eliminate currency risk. Management fee of 1.0% p.a. Daily share issuance. ISIN: CH0142404869.
3. Wealth Management Mandates: Personal wealth management services for individuals, families, family offices, and foundations. Clients receive individual mandates tailored to their specific financial goals, risk tolerance, and investment preferences.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Wydler Asset Management is an independent Swiss wealth manager that delivers discretionary asset management mandates for private individuals, families, family offices, foundations, and companies, complemented by two proprietary collective investment schemes — the Wydler Global Equity Fund and the Wydler Global Bond Fund. Services cover portfolio construction, ESG-integrated analysis, hedging, and holistic financial planning (investments, real estate, taxes, retirement).

Product overview

Wydler Asset Management is a traditional wealth management firm offering two distinct investment funds (Wydler Global Equity Fund and Wydler Global Bond Fund) alongside personalized advisory services. The product portfolio includes the equity fund (an actively managed European-focused fund with selective US exposure) and the bond fund (a globally diversified fixed-income fund with currency hedging). Complementing the fund products are tailored wealth management services for three client segments: individuals, families, and businesses. The offering follows a holistic approach combining investment management, real estate considerations, tax planning, and retirement planning.

Differentiator

Problem solved

Functional benefit

Brands

• Wydler Global Equity Fund: Actively managed equity fund with focus on Europe, selective US allocation. ISIN: CH0016137736. Managed since July 2004. Distribution: weekly. Management fee: 1.5% p.a. Performance fee: 12% above 3% hurdle rate.
• Wydler Global Bond Fund

Products and services

• Wydler Global Equity Fund An actively managed equity fund focused on Europe with selective US exposure, aiming for sustained value growth through fundamental stock selection and active hedging. Management fee: 1.5% p.a.; performance fee: 12% above a 3% hurdle rate. ISIN: CH0016137736. Weekly issuance/redemption.
• Wydler Global Bond Fund A globally diversified bond fund investing in corporate bonds across countries, sectors, maturities, ratings and currencies (USD, EUR, CHF) with full currency hedging. Management fee: 1.0% p.a. ISIN: CH0142404869. Daily share issuance.
• Wealth Management Mandate for Private Individuals Discretionary, individualised wealth management for private individuals, with mandates tailored to personal financial goals, risk tolerance, and investment preferences. Direct access to senior portfolio managers.
• Wealth Management for Families / Family Offices Multi-generational wealth planning for families and family offices, emphasising transparent wealth structure, sustainable investment strategies, and intergenerational asset transfer.
• Wealth Management for Companies Corporate wealth management covering liquidity management, strategic capital investment, and preparation for business transitions (e.g. succession, M&A).

Quantifiable outcome

• Actively managed equity fund outperformed major indices during difficult market periods (Q1 2026: +0.66% CHF / +1.26% EUR vs DAX -7.39%, STOXX600 -1.63%, S&P500 -3.28%, MSCI World -2.27%)
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• LLB Swiss Investment AGcoreImplementation/ SI/ Consulting Partner · 1 July 2004Fund leadership and fund administration partner. Located at Claridenstrasse 20, CH-8002 Zürich. Provides fund administration services for Wydler Global Equity Fund including Beatrice Inderbitzin as contact.
• Frankfurter Bankgesellschaft (Schweiz) AGcoreOthersCustodian bank for fund assets. Located at Börsenstrasse 16. Elena Doukakis as contact. Handles safekeeping of fund assets.
• PricewaterhouseCoopers AG, ZürichminorOthersExternal auditor (Revisionsstelle) for fund financial statements and compliance.
• Daniel Frey (Subscription Agent)minorChannel Partner/ Reseller/ DistributorSubscription agent for fund shares, facilitating investor access to Wydler funds.
• FINOS (Finanzombudsstelle Schweiz)minorOthersRecognized ombudsman service for dispute resolution. Located at Talstrasse 20, CH-8001 Zürich. Provides mediation procedure for client disputes.
• FINMA (Eidgenössische Finanzmarktaufsicht)coreOthersSwiss Financial Market Supervisory Authority. Supervises Wydler Asset Management AG under Swiss financial services law. Located at Laupenstrasse 27, CH-3003 Bern.
• V-Bank AG (Vermögensbank)coreOthersExclusive banking partner for German clients. Located in Munich. Handles depot and current account services for German retail and institutional clients.
• UNEP Finance InitiativeminorStrategic or Co-development PartnerUN Environment Programme Finance Initiative. Partnership for promoting sustainable finance and ESG integration in investment practices. One of approximately 200 financial institutions participating.
• UN Global CompactminorStrategic or Co-development PartnerUnited Nations Global Compact. World-wide pact between businesses and the UN. Wydler joins approximately 7,000 signatories from 135 countries committed to sustainable and responsible business practices.

Scale indicators7 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• Pictet Group: Swiss private bank and asset manager headquartered in Geneva with a long-running HNW/wealth management franchise and flagship mutual funds. Directly comparable to Wydler's model of discretionary portfolio management and fund products for private clients, though at substantially larger scale.
• Bank Vontobel: Swiss wealth and active asset manager running Vontobel and Vescore funds with HNW wealth management in Switzerland and internationally. Comparable to Wydler in product mix (active equity/bond funds + discretionary mandates) and DACH market positioning.
• Lombard Odier: Geneva-based private bank focused on HNW and family-office wealth management with proprietary sustainable investment strategies. Comparable boutique-style high-touch service model and ESG positioning to Wydler Asset Management.
• J. Safra Sarasin: Basel-headquartered private bank offering discretionary asset management for HNW individuals, families and foundations, with sustainability-integrated strategies. Comparable to Wydler's HNW mandate and Swiss-regulated wealth management offering.
• GAM Investments: Swiss active asset manager running open-end and hedge-style funds across equities, fixed income and systematic strategies. Comparable to Wydler in offering actively managed equity and bond funds to private and institutional clients in Switzerland and beyond.
• Bellevue Asset Management: Küsnacht-based Swiss boutique asset manager specialising in active equity and bond funds, including healthcare-focused mandates. Comparable boutique structure with actively managed Swiss-domiciled funds targeting HNW and institutional clients.
• GANÉ Asset Management: German value-style asset management boutique operating the GANÉ Global Family Equity Fund with high-conviction active equity strategies and an event-driven GTM across Germany/Austria. Closely comparable to Wydler's German wealth management subsidiary model and boutique equity fund focus.

Broad incumbents

• UBS Wealth Management: Largest Swiss private wealth manager globally, offering UHNW and HNW discretionary mandates, advisory, custody and a broad fund shelf. Overlaps with Wydler's HNW service offering but operates at vastly larger scale with global cross-border capabilities Wydler lacks.
• Swisscanto Invest by Zürcher Kantonalbank: Asset management arm of Zürcher Kantonalbank running a large range of Swiss-domiciled mutual funds (including sustainable variants) for retail, HNW and institutional clients. Indirect competitor in the Swiss fund boutique landscape where Wydler's Global Equity and Bond Funds are also ranked and distributed.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wydler-asset-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Wydler Asset Management