Dominice

What Dominice does

Dominicé is an independent Swiss investment and wealth management firm founded in 2003 and headquartered in Geneva, with a secondary office in Pfäffikon, Switzerland. The firm operates as a FINMA-regulated partnership (société en commandite) and is led by founder Dr. Michel Dominicé. It manages three core product lines: (1) the listed Dominicé Swiss Property Fund (DSPF), invested in Swiss residential real estate and quoted on the Swiss Stock Exchange; (2) the unlisted TrustStone Real Estate SICAV, a residential and commercial real estate vehicle whose management Dominicé took over in autumn 2025; and (3) discretionary private wealth management services for HNWI and UHNWI clients. The firm also offers alternative investment strategies in volatility and quantitative equities, including a partnership with Ellida Capital for multi-strategy absolute return exposure.

The business model is fee-based, with recurring management fees on real estate funds and private wealth mandates, supplemented by transaction-related revenue from the proprietary "Real Estate Swap" mechanism, which allows property owners to contribute direct real estate in exchange for fund units. Dominicé distributes its products through direct relationship managers for private clients, a dedicated Investor Relations team (Aiste Ortiz, Martin Spreng) for pension funds and institutional investors, and an off-market real estate deal network built over decades. The firm explicitly refuses retrocessions, applying a transparent fee structure aligned with the principle of investing only in what it offers clients.

The target market is exclusively Swiss-based, with geographic restrictions excluding US persons and other non-registered jurisdictions. Clients include Swiss HNWI/UHNWI individuals, family offices, tax advisors, and Swiss pension funds. As of 2026, the DSPF portfolio is approaching CHF 1 billion and TrustStone holds approximately CHF 220 million; three capital increases in 2025 raised nearly CHF 185 million. The DSPF was ranked #1 among listed Swiss real estate funds on a 5-year basis (11.15% annualized total return) by NZZ, and the firm's wealth management model portfolio has delivered +432.10% cumulative return (7.70% annualized in CHF) since August 2003.

Name

Dominice

Legal name

Dominicé & Co – Asset Management

Website

https://dominice.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Dominicé is an independent FINMA-regulated Swiss asset manager founded in 2003, operating the listed Dominicé Swiss Property Fund, the unlisted TrustStone Real Estate SICAV, discretionary wealth management for HNWI/UHNWI clients, and quantitative equity and volatility alternative strategies, with combined real estate AUM of approximately CHF 1.2 billion.

Ownership category

akta.pro rank

Product category

Asset and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Lessors of Real Estate (5311), Nonresidential Property Managers (531312)

SIC

Real Estate Investment Trusts (6798), Real Estate Agents & Managers (For Others) (6531), Investors, Nec (6799)

akta.pro primary industry

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

akta.pro secondary industry

Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA)

Keywords

• Wealth management services
• Swiss real estate funds
• Asset management
• Alternative investments
• Private wealth advisory

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Real Estate Fund Management: Management and administration of two Swiss real estate funds — the listed Dominicé Swiss Property Fund and the unlisted TrustStone Real Estate SICAV — generating fee income through management charges and performance-related revenues.
2. Private Wealth Management Services: Discretionary portfolio management services for HNWI and UHNWI private clients, applying transparency, simplicity, and efficiency principles. Open architecture model investing in both proprietary and third-party instruments.
3. Real Estate Swap Transactions: Facilitating property-to-fund share swaps where private property owners contribute real estate assets in exchange for fund units, enabling portfolio diversification without cash deployment.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Dominicé is an independent Swiss investment and wealth management firm that manages two Swiss real estate funds (Dominicé Swiss Property Fund, listed on the Swiss Stock Exchange, and TrustStone Real Estate SICAV, unlisted), delivers discretionary wealth management for HNWI/UHNWI clients, and offers alternative investment strategies in volatility and quantitative equities. Distribution includes a unique Real Estate Swap mechanism that lets property owners exchange real estate assets for fund units.

Product overview

Dominicé is an independent investment and wealth management company founded in 2003, offering a portfolio of financial products and services. The core offering centers on two real estate funds: the listed Dominicé Swiss Property Fund (quoted on the Swiss Stock Exchange) and the unlisted TrustStone Real Estate SICAV, complemented by a Real Estate Swap mechanism for property-to-fund conversion. The company also provides Wealth Management services for private clients and Alternative Investments including a partnership with Ellida Capital for multi-strategy hedge fund access. All products adhere to the principle of offering only what the firm invests in itself.

Differentiator

Problem solved

Functional benefit

Products and services

• Dominicé Swiss Property Fund (DSPF) Listed Swiss real estate fund investing in residential properties primarily in French-speaking Switzerland, offering stable returns and inflation protection through a defensive income-generating strategy in attractive urban centers.
• TrustStone Real Estate SICAV Unlisted Swiss real estate fund combining stable residential income with return potential from the commercial sector, targeting sustainable, risk-adjusted returns through a balanced French-speaking Switzerland portfolio.
• Real Estate Swap Capital-increase mechanism that allows property owners to contribute real estate assets directly in exchange for fund units, enabling diversification with NAV entry (no premium), simplified succession, tax benefits, and professional management.
• Wealth Management Discretionary private wealth management for HNWI and UHNWI clients, applying transparency, simplicity, and efficiency principles via an open-architecture model that invests in both proprietary and third-party instruments.
• Alternative Investments Specialized investment funds and tailor-made solutions based on volatility and quantitative equities expertise, designed to generate alpha across market cycles and provide low-correlation returns.
• Ellida Capital Multi-Strategy Absolute Return Fund Multi-strategy absolute return fund offered through Dominicé's partnership with Ellida Capital, investing in the most liquid instruments of global markets with independent engines to capture differentiated, low-correlation alpha sources.

Quantifiable outcome

• Dominicé Swiss Property Fund ranked #1 among listed Swiss real estate funds with 11.15% annualized total return over 5 years (as of 31.12.2025), per NZZ and Swiss Finance & Property.
• +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

Feature2 records

Partnerships

One partnership is on record.

• Ellida CapitalcoreStrategic or Co-development PartnerDominicé partners with Ellida Capital as a premier alternative asset manager, with strong interest alignment through joint investment alongside clients. Ellida Capital's absolute return multi-strategy fund is described as one of the most significant independent systematic hedge fund launches in Europe, investing exclusively in the most liquid instruments of global markets. The partnership provides clients access to differentiated alpha sources with low correlation to traditional asset classes.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Lombard Odier: Geneva-headquartered Swiss private bank offering HNW wealth management and asset management; directly comparable in client segment and Geneva domicile, and notably where Dominicé's founder previously managed CHF 2B in equity portfolios.
• Swiss Life Asset Managers: Large Swiss institutional real estate and asset manager with significant Swiss residential property exposure — broader incumbent competing for the same Swiss pension fund and HNW allocations into Swiss property funds.
• Edmond de Rothschild (Suisse): Geneva-based Swiss arm of the Edmond de Rothschild group providing HNW wealth and asset management — comparable in Geneva-based HNW/UHNW private wealth management and multi-asset discretionary mandates.
• Pictet Group: Pictet is a large Swiss private bank and asset manager serving HNW/UHNW clients globally with multi-asset, wealth, and alternative investment capabilities — comparable in target client segment and Geneva footprint but materially larger in AUM and product breadth.

Regional players

• CBRE Investment Management: Global real estate investment manager with a Swiss residential and commercial real estate platform — comparable in Swiss real estate fund management expertise but operating at global scale and primarily outside Geneva's HNW wealth channel.
• Capital Group: Global investment manager with a Geneva office and active Swiss wealth channel — comparable in serving HNW/UHNW clients through Geneva-based discretionary wealth management, though at materially larger AUM scale.

Direct peers

• Mirabaud: Geneva-based boutique private bank and wealth manager offering discretionary portfolio management, asset management, and corporate finance to HNW clients — closest direct peer to Dominicé in scale, geography, and independence-driven positioning.
• Helvetica Property Investors: Zurich-based independent Swiss real estate fund manager focused on residential and commercial property funds — directly comparable to Dominicé in listed/unlisted Swiss RE fund management and institutional/HNW distribution.
• Zwei Wealth (formerly Notenstein La Roche / Vontobel Wealth): Swiss independent wealth manager serving HNW private clients with discretionary mandates — comparable boutique positioning, fee transparency, and Swiss wealth management focus.
• 1741 Asset Management: Swiss independent asset manager operating a multi-affiliate platform providing HNW wealth and institutional mandates — comparable boutique Swiss model with multi-strategy and real estate capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks1 record

Key highlights8 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Dominice