Entrepreneur Partners

What Entrepreneur Partners does

Entrepreneur Partners AG is an independent, FINMA-regulated asset management boutique headquartered in Zurich, Switzerland. Founded in 2008 by Oliver Ganz and Daniel T. Müller — both former Credit Suisse Private Banking executives — the firm provides 360-degree wealth management services to High Net Worth Individuals, Ultra-High Net Worth families, entrepreneurs, and real estate investors in Switzerland, with explicit geographic exclusions on the USA, Japan, and Great Britain. The firm operates with a team of 20 employees, comprising Managing Partners, Senior Client Advisors, Portfolio Managers, Analysts, and a Board of Directors chaired by Werner Dubach.

The service portfolio spans asset management mandates, equity mandates with bespoke stock enhancement and hedging, bond mandates, real estate advisory, vested benefits and pension planning (including 1e solutions), independent global custody-based reporting and monitoring, and private equity access. Underpinning the advisory offering is a proprietary fund suite of four products managed in-house: Tavau Swiss Fund (Swiss equities, long/short), Enpa Swiss Top Picks Fund (concentrated Swiss equities), Enpa Opportunity Fund (global equities), and Enpa Strategy Funds Libra and Nova (multi-asset allocation with alternatives and private markets under Swiss law). A partnership with an external asset manager extends the product surface into derivative hedging mandates for concentrated single-stock positions.

The revenue model is built on AUM-based management fees, proprietary fund management fees, and professional advisory fees — typical of Swiss independent wealth management boutiques. Go-to-market is direct and relationship-led, relying on senior advisor engagement and referrals rather than digital acquisition, with the firm's website (enpa.ch) serving as the primary digital presence. The firm is privately held, has no disclosed external funding or parent company, and operates as a regulated manager of collective assets under FINMA supervision with FINOS ombudsman affiliation.

Name

Entrepreneur Partners

Legal name

Entrepreneur Partners AG

Website

https://enpa.ch

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Entrepreneur Partners AG is an independent FINMA-regulated Swiss asset management boutique in Zurich, founded in 2008, serving Swiss HNWIs and UHNW families with bespoke wealth management mandates and a suite of four proprietary funds covering Swiss equities, global equities, and multi-asset allocation.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

Keywords

• Wealth management
• Asset management
• Investment advisory
• Portfolio management
• Private equity advisory

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Fees for managing client assets including financial assets, real estate, business assets, and retirement planning. Likely AUM-based (Assets Under Management) pricing model typical for Swiss wealth management boutiques.
2. Fund Management: Management fees from proprietary funds including Tavau Swiss Fund, Enpa Swiss Top Picks Fund, Enpa Opportunity Fund, and Enpa Strategy Funds Libra & Nova.
3. Advisory Fees: Fees for independent financial advisory services including 360-degree wealth management, real estate advisory, and private equity access.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Entrepreneur Partners AG is an independent, FINMA-regulated Swiss wealth management boutique providing 360-degree asset management for private clients. The firm offers equity, bond, and real estate advisory mandates, retirement/vested benefits solutions, and proprietary in-house investment funds covering Swiss equities, global equities, and multi-asset strategies.

Product overview

Entrepreneur Partners is an independent and FINMA-regulated asset management boutique offering a comprehensive suite of wealth management services combined with proprietary investment funds. Their service portfolio includes Asset Management Mandates, Equity Mandates, Bond Mandates, Real Estate Advisory, Management of Vested Benefits, Reporting and Monitoring, and Private Equity access. These services are supported by four proprietary funds: the Tavau Swiss Fund (Swiss equities with long/short strategies), Enpa Swiss Top Picks Fund (concentrated Swiss equity portfolio), Enpa Opportunity Fund (global equities), and Enpa Strategy Funds Libra & Nova (multi-asset allocation funds under Swiss law with alternative investments and private markets exposure). The integrated offering combines independent advisory with in-house fund management to deliver 360-degree support for personal, business, and real estate assets alongside retirement planning.

Differentiator

Problem solved

Functional benefit

Brands

• Tavau Swiss Fund: Swiss investment fund investing in Swiss equities with active Long-Short strategies for superior risk-adjusted returns
• Enpa Swiss Top Picks Fund
• Enpa Opportunity Fund
• Enpa Strategy Funds Libra & Nova

Products and services

• Tavau Swiss Fund

Segments4 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.

• Trusted External Asset Management CompanysupportingTechnology or IntegrationStrategic partnership with an external asset management company to provide bespoke stock enhancement and hedging mandates for larger single-stock positions. This enables Entrepreneur Partners to offer sophisticated derivative solutions without developing these capabilities in-house.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Maerki Baumann & Co. AG: Zurich-based independent Swiss private bank focused on wealth management and asset management for private and institutional clients. Closely comparable in scale, independence model, and Swiss HNW/UHNW target market.
• Hyposwiss (Graubündner Kantonalbank Private Banking): Swiss private banking arm of Graubündner Kantonalbank focused on wealth management for Swiss and international private clients. Comparable as a smaller independent Swiss wealth manager serving HNW clients with mandates.
• Mirabaud: Geneva-based independent Swiss private bank and asset manager offering wealth management, asset management, and securities services to private and institutional clients. Highly comparable as an independent Swiss boutique targeting HNW/UHNW clients with bespoke mandates and proprietary funds.
• Quilvest Wealth Management: Independent international wealth manager with a Swiss presence providing discretionary mandates, advisory, and family office services to HNW clients. Comparable boutique independent model targeting entrepreneurs and families.
• VZ Vermögenszentrum: Swiss independent wealth advisor and mortgage broker serving private clients with financial planning, investment advisory, and wealth management. Comparable Swiss independent player competing on transparent, product-sales-target-free advice.

Broad incumbents

• Bank Vontobel AG: Zurich-based Swiss private bank and asset manager with wealth management, asset management, and investment banking divisions. Larger incumbent sharing the Zurich HNW/UHNW segment and even sharing board-level personnel with ENPA.
• Lombard Odier: Geneva-headquartered Swiss private bank with a partnership structure offering wealth management, asset management, and technology services. Larger and broader than ENPA but a directly relevant Swiss independent-style competitor for UHNW mandates.
• Rothschild & Co: Independent global advisory group with substantial wealth and asset management business serving HNW/UHNW families globally. Comparable independent-ownership model and UHNW mandate focus, though at materially larger scale.
• Pictet Group: Geneva-based large Swiss private bank and asset manager operating wealth management, asset management, and asset services globally. Much larger incumbent in the same Swiss HNW/UHNW segment, comparable product breadth but at vastly different scale.

Others

• Cinerius Group: Swiss financial-sector advisory and investment holding group with activities in wealth management and related financial services. Relevant ecosystem peer given board overlap (Dr. Sibylle Peter) and shared Swiss HNW advisory ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/enpa_ch

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 Entrepreneur Partners