MIV Asset Management
MIV Asset Management is a privately held Swiss boutique financial planning and advisory firm founded in 1997, headquartered in Zürich, with 11-50 employees, offering financial and specialized medical device analyst services to clients.
- Company typePrivate
- Founded1997
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What MIV Asset Management does
MIV Asset Management is a privately held financial planning firm headquartered in Zürich, Switzerland, founded in 1997. The firm operates with 11-50 employees and positions itself at the intersection of traditional asset/wealth management and specialized sector research, with an explicit focus on medical device analyst services alongside broader financial and medical device advisory. This dual focus suggests a boutique model where proprietary sector-level equity or industry analysis in the medical device vertical is offered to clients as a differentiated competency.
The firm's core technology stack and product surface are not documented in the available sources. The mivam.ch website is currently in a non-functional state (displaying only a verification/loading page), which prevents confirmation of current service offerings, platform features, or client onboarding workflows. No product launches, patents, proprietary models, or technology partnerships have been disclosed. There is no information about integrations, API surface, or digital tools offered to clients.
The revenue model is also not disclosed. As a Swiss-domiciled boutique with 11-50 employees and a 27+ year operating history, MIV likely operates a traditional fee-based advisory model (AUM-based or retainer fees) serving private clients or family offices in the medical device investment or healthcare wealth segment. However, the input contains no pricing details, named customers, customer segments, or revenue figures to confirm this. The data gap is significant: no management team, no funding history, no customer logos, and no recent strategic announcements have been provided.
MIV Asset Management firmographics
Firmographics- Name
- MIV Asset Management
- Website
- https://mivam.ch
- Company type
- Private
- Founded year
- 1997
- Headcount range
- 11–50 employees
- Short description
- MIV Asset Management is a privately held Swiss boutique financial planning and advisory firm founded in 1997, headquartered in Zürich, with 11-50 employees, offering financial and specialized medical device analyst services to clients.
- Ownership category
- akta.pro rank
MIV Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Investment Management Advisory (RIA) (FSAEAAAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where MIV Asset Management is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Markets served
MIV Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
MIV Asset Management product offering
Product offeringCore offering
MIV Asset Management is a Zürich-based financial planning company founded in 1997 that specializes in financial planning services and analyst coverage of the financial and medical device sectors. The firm serves clients with bespoke planning and sector-specific research expertise, combining traditional financial advisory work with deep domain knowledge in medical devices.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
- Medical Device Analyst Services
Companies that use MIV Asset Management
Customer profileIdeal customer profiles1 record
MIV Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MIV Asset Management partnerships and signals
Strategic signalExpansion highlights1 record
MIV Asset Management competitors and assessment
Company assessmentDirect peers
- Lombard Odier: Geneva-headquartered Swiss private bank offering wealth and asset management, with strong sector-thematic capabilities. Comparable to MIV on Swiss RIA model and bespoke advisory positioning.
- Swisscanto Invest by Zürcher Kantonalbank: Asset management arm of Zürcher Kantonalbank managing open-end investment funds and mandates for retail and institutional investors. Comparable to MIV on Zürich domicile, fund/mandate offerings, and institutional client base.
- Mirabaud: Swiss private bank offering wealth management, asset management and securities services. Comparable to MIV as a boutique Swiss advisory and asset management firm targeting private and institutional clients.
- Bellevue Asset Management: Swiss boutique asset manager known for sector-focused strategies, particularly in healthcare/MedTech via its BB Biotech and BB Healthcare strategies. Closest functional peer to MIV's stated medical-device analyst specialization.
- GAM Investments: Zürich-listed Swiss asset manager providing active investment solutions across equities, fixed income, and alternatives. Comparable to MIV as a Switzerland-based investment management firm offering discretionary and advisory mandates.
- Vontobel: Swiss private banking and asset management group offering wealth management, asset management and investment advisory. Comparable to MIV on geography, client base (HNW/institutional) and advisory-led model.
- Pictet Group: Large Geneva-headquartered Swiss private bank and asset manager offering wealth management, asset management and advisory services to private and institutional clients. Directly comparable to MIV as a Swiss-domiciled RIA/wealth manager serving HNW and institutional clients.
Broad incumbents
- UBS Wealth Management: Global Swiss-headquartered wealth and asset manager, the dominant HNW/private banking franchise in Zürich. Comparable to MIV as a major competitor for the same Swiss and international HNW client pool, though at materially larger scale.
- Bank J. Safra Sarasin: Basel-based Swiss private banking group offering wealth management, asset management and investment advisory at scale. Comparable as a broader Swiss incumbent competing for the same HNW and institutional clients as MIV.
Regional players
- Corner Bank: Swiss private bank (formerly Bank Frey) offering wealth management and advisory services to private and institutional clients. Comparable as a Zürich-region boutique Swiss private bank with a similar advisory-led value proposition.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
MIV Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
MIV Asset Management leadership team
Management profileNumber of profiles
MIV Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MIV Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MIV Asset Management
What does MIV Asset Management do?
MIV Asset Management is a Zürich-based financial planning company founded in 1997 that specializes in financial planning services and analyst coverage of the financial and medical device sectors. The firm serves clients with bespoke planning and sector-specific research expertise, combining traditional financial advisory work with deep domain knowledge in medical devices.
Is MIV Asset Management a public or private company?
MIV Asset Management is a private company. It is classified as unknown.
When was MIV Asset Management founded?
MIV Asset Management was founded in 1997. It employs 11 to 50 people.
Where is MIV Asset Management based?
MIV Asset Management is headquartered in Zürich, Switzerland, in the Europe region.
Who are MIV Asset Management's main competitors?
Direct peers on record are Lombard Odier, Swisscanto Invest by Zürcher Kantonalbank, Mirabaud, Bellevue Asset Management, GAM Investments, Vontobel and Pictet Group. Broad incumbents are UBS Wealth Management and Bank J. Safra Sarasin. Corner Bank is listed as a regional player.
Does MIV Asset Management have an API?
No public API is recorded for MIV Asset Management.
What industry is MIV Asset Management in?
MIV Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.