Swiss Rock Asset Management

What Swiss Rock Asset Management does

Swiss Rock Asset Management AG is a Zürich-based, FINMA-regulated fund management company (Fondsleitung) founded in 2007. The firm operates as one of the few bank-independent, 100% privately owned fund management companies in Switzerland, managing billions of Swiss francs across institutional and private investor channels. Its core technology is a scientifically-based systematic factor investing approach using proprietary multi-factor models for equities (incorporating value, quality, momentum, and risk characteristics), bonds, and mixed strategies, with country and region-specific factor models that account for local market specificities.

The product portfolio spans money market, fixed income (CHF, global, absolute return), equities (Swiss, European, global, emerging markets, clean energy), precious metals (sustainably sourced gold with physical traceability), and multi-asset strategy funds (yield, balanced, growth). Funds are domiciled in both Switzerland (under Swiss law) and Luxembourg (SICAV, FCP structures under AIFM license since 2013) to serve institutional and qualified investors internationally. The firm also offers B2B fund management services including fund setup, administration, compliance, and distribution support.

Revenue is generated through recurring management fees on assets under management across the fund range. The go-to-market combines direct enterprise sales to institutional clients (pension funds, Vorsorge-Stiftungen, insurance companies) with a distribution partner network (banks, insurance companies, independent asset managers) and direct advisory to private investors. A distinguishing feature is the co-investment model where founders and management invest their own capital, including pension assets, alongside clients in the same funds.

Name

Swiss Rock Asset Management

Legal name

Swiss Rock Asset Management AG

Website

https://swiss-rock.ch

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Swiss Rock Asset Management AG is a FINMA-regulated, bank-independent Zürich-based fund management company using systematic factor investing to manage equity, bond, gold, and multi-asset funds for Swiss pension funds, foundations, insurance companies, private investors, and distribution partners across Europe.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL), Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

Keywords

• Institutional asset management
• Fund management services
• Systematic factor investing
• ESG investment funds
• Pension fund management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Fund Management Fees: Swiss Rock operates as a fund management company (Fondsleitung) under Swiss law, authorized and regulated by FINMA. Revenue is generated through management fees on investment funds including: Absolute Return Bond Funds, Equity Funds (Switzerland, Europe, Global, Emerging Markets), Mixed/Strategy Funds (Yield, Balanced, Growth), Gold Fund, and money market funds.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels3 records

Core offering

Swiss Rock operates as a FINMA-regulated fund management company (Fondsleitung) under Swiss law, offering investment funds across multiple asset classes including absolute return bond funds, equity funds (Switzerland, Europe, Global, Emerging Markets), mixed/strategy funds (Yield, Balanced, Growth), a sustainably sourced gold fund, and money market funds. The firm applies a scientifically-based systematic factor investing approach with proprietary multi-factor models and integrates ESG criteria across its product range, serving institutional investors, private investors, and distribution partners.

Product overview

Swiss Rock Asset Management is an independent Swiss fund management company offering a comprehensive range of investment funds across multiple asset classes. The product portfolio includes fixed income products (money market, bonds, absolute return strategies), equity funds (Swiss, European, global, emerging markets, sector-specific), precious metals (sustainably sourced gold), and multi-asset strategy funds (yield, balanced, growth). The firm operates as both a fund manufacturer and administrator, providing fund setup, management, administration, and distribution services for Swiss and Luxembourg-domiciled fund structures. The company is known for its factor investing approach combining ESG considerations across its product range, and offers co-investing services where management invests alongside clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Swiss Rock Gold Fund Sustainably Sourced (Swiss Rock Gold Nachhaltig Beschafft) An investment fund that invests in certified gold bars from sustainably produced gold with physical custody in Switzerland. Suitable for investors who prioritize sustainability and compliance with environmental and social protection laws.
• Swiss Rock (Lux) Emerging Markets Equity ESG (Aktien Schwellenländer ESG) A Luxembourg-domiciled fund that invests in emerging market equities with broad diversification, country weighting based on market capitalization, and active stock selection considering ESG criteria and trends using Swiss Rock's proprietary country- and region-specific factor models.
• Money Market CHF A money market fund denominated in Swiss francs.
• Bonds CHF Sustainable A Swiss franc-denominated bond fund applying sustainable investment criteria.
• Absolute Return Bond Fund ESG (Lux) A Luxembourg-domiciled absolute return bond fund incorporating ESG criteria.
• Bonds Absolute Return Plus ESG (Lux) A Luxembourg-domiciled bond fund targeting absolute returns with enhanced ESG integration.
• Bonds Global Sustainable A global bond fund focused on sustainable investments.
• Swiss Equity Index Plus A Swiss equity fund offering index-plus exposure to the Swiss stock market.
• Swiss Equity A core Swiss equity fund investing in Swiss stocks.
• Swiss Equity Select A selectively managed Swiss equity fund with active stock picking.
• European Equity ESG (Lux) A Luxembourg-domiciled European equity fund with ESG integration.
• Equity Clean Energy Sensible An equity fund focused on clean energy investments.
• Global Equity ESG (Lux) A Luxembourg-domiciled global equity fund with ESG considerations.
• Global Equity Defensive A defensive global equity fund targeting lower volatility.
• Global Equity Institutional An institutional-focused global equity fund.
• Strategy Pension 50 A balanced strategy fund targeting approximately 50% equity allocation for pension-oriented investors.
• Strategy Fund Yield (Rendite) A Luxembourg-domiciled strategy fund focused on yield generation.
• Strategy Fund Balanced (Ausgewogen) A balanced strategy fund with diversified asset allocation.
• Strategy Fund Growth (Wachstum) A growth-oriented strategy fund with higher equity allocation. Received maximum 5-star Morningstar rating in all maturity categories (3, 5, 10 years and total) and multiple LSEG Lipper Fund Awards including 1st place Switzerland 2025 over 10 years.
• Fund Management Services Comprehensive fund administration including fund foundations, representation of investment funds, distribution, investment accounting, fund accounting, compliance monitoring, legal prospectus preparation, and regulatory contact services for funds domiciled in Switzerland and Luxembourg.
• Co-Investing Services An investment approach in which Swiss Rock managers invest their own capital alongside clients in the same funds, aligning interests through shared risk (skin-in-the-game) to eliminate conflicts of interest.

Quantifiable outcome

• Swiss Rock Strategy Fund Growth received maximum 5-star Morningstar rating in all maturity categories (3, 5, 10 years and total)
• +2 more outcomes

Named customers4 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

Feature3 records

Partnerships

One partnership is on record.

• Grant Thornton AGsupportingOthersGrant Thornton AG serves as the auditor (Wirtschaftsprüfer/Revisionsstelle) for Swiss Rock Asset Management AG, providing independent audit services.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Vontobel Asset Management: Vontobel is a Zurich-based asset manager with systematic and factor-based equity strategies (e.g., Vescore) and multi-asset funds competing for institutional and intermediary distribution in Switzerland and Europe alongside Swiss Rock.
• Union Bancaire Privée (UBP): UBP is a Swiss private bank with a sizable asset management arm offering active and systematic multi-asset strategies to pension funds and family offices in the same Swiss institutional client pool as Swiss Rock.
• Pictet Asset Management: Pictet is a large Swiss private-bank-affiliated asset manager offering multi-asset and equity strategies including systematic and thematic approaches, competing for the same institutional Swiss/German-speaking pension and family-office mandates as Swiss Rock but with broader scale and brand.
• Lombard Odier Investment Managers: Lombard Odier is a Geneva-based private bank with asset management capabilities offering systematic and multi-asset strategies to Swiss and European institutional clients, competing for the same pension and foundation mandates as Swiss Rock.

Direct peers

• Dimensional Fund Advisors: Dimensional is the global leader in systematic factor investing and offers multi-factor equity and fixed income strategies using academically grounded models, making it the closest direct peer to Swiss Rock's factor-investing core across global, EM, and European equity funds.
• GAM Investments: GAM is a Swiss asset manager offering systematic, multi-asset and absolute-return strategies to institutional and intermediary clients across Europe, with overlapping product lines (mixed-asset strategy funds, equity factor) and channels to Swiss banks and insurance distributors.
• Quantica Asset Management: Quantica is a smaller Swiss boutique focused on systematic factor investing and risk-managed multi-asset funds, offering a directly overlapping product set (factor equities, strategy funds) to Swiss institutional and intermediary clients.
• Robeco: Robeco is a Dutch quantitative asset manager with deep factor-investing heritage (multi-factor equities, sustainable/quant integration) and global distribution to pension funds, closely comparable to Swiss Rock's factor + ESG approach at the institutional end.

Regional players

• Bellevue Asset Management: Bellevue is a Swiss-listed boutique asset manager specializing in healthcare and other thematic strategies for institutional and intermediary clients, sharing Swiss Rock's bank-independent, FINMA-regulated boutique distribution model.

Others

• Zuger Kantonalbank Asset Management: Zuger Kantonalbank's asset management arm serves Swiss institutional and private clients with multi-asset and equity strategies distributed via partner channels, providing a regional bank-based comparison for Swiss Rock's distribution model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/swiss-rock-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 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 Swiss Rock Asset Management