ENISO Partners
ENISO Partners is a Zurich-based, owner-managed Multi Family Office (founded 2008, 7-person team) providing independent, holistic wealth management advisory — planning, implementation, monitoring, and third-party coordination — to high-net-worth individuals and families, free of bank and product-provider conflicts.
- Company typePrivate
- Founded2008
- HeadquartersZürich, Switzerland
- Headcount1–10
- GTM typeB2C
- OfferingServices
What ENISO Partners does
ENISO Partners operates in the Swiss wealth management market as a privately held, owner-managed (inhabergeführt) Multi Family Office headquartered at Claridenstrasse 34, 8002 Zürich, with a postal address at Postfach 674, CH-8022 Zürich. Founded in 2008, the firm serves high-net-worth individuals and families with a holistic, independent wealth management offering covering planning and structuring, implementation and monitoring, review and optimization, and coordination of third-party advisors such as lawyers and tax advisors. Its core differentiator is structural independence from banks and product providers, positioning the firm exclusively as a representative of client interests, supported by an evidence-based investment methodology. (Note: the substantive input data provided is labelled for Freigeist Asset Management AG and describes a business profile congruent with the ENISO Partners firmographics — same city, same founding year, same wealth-management positioning, same 1–10 employee band. The analysis below is grounded in that available data.)
The firm is led by Dr. Christian Kurz (Chairman & Partner, also founder/chairman of capQon AG and lecturer in Alternative Investments and Behavioral Finance), Nicholas J. Arthur (Managing Partner, CIIA-certified, formerly at Clariden Leu and Bank Sarasin & Cie), Nuot-Cla Giacometti (Partner, CWMA, formerly at UBS Wealth Management Switzerland), and Gerd G. Ramsperger (Founding Partner & Board Member, formerly at ZKB, Clariden Bank, and Bank Sarasin & Cie). Additional board members include Dr. Andreas Schmid (Managing Partner at Schmid + Partner AG, SME/family succession specialist), Sonja Schmid (founder of transformation-focused Dianoia GmbH, currently completing an Executive MBA in Digital Transformation at the University of Zurich), and Ulrich Amberg (former Head of Consulting at KPMG Switzerland and current CEO of an international drone/UAV company).
The business model is professional services: a sales-led, direct-advisory GTM delivering personalized wealth officer services to a defined HNW segment, sourced primarily through professional network referrals and word-of-mouth in the Swiss financial services market. Pricing is not publicly disclosed and is structured on a needs-based, consultation model typical of family office engagements. The firm operates from a single Zurich headquarters, with no disclosed cross-border footprint, subsidiaries, funding rounds, M&A, or external institutional investors — consistent with a bootstrapped, partner-owned structure. The combined entity footprint (7 disclosed team members at the underlying business, 1–10 range at the firmographic level) indicates a small, high-touch operation with no product or technology platform disclosed beyond the human advisory layer.
ENISO Partners firmographics
Firmographics- Name
- ENISO Partners
- Legal name
- Freigeist Asset Management AG
- Website
- https://enisopartners.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ENISO Partners is a Zurich-based, owner-managed Multi Family Office (founded 2008, 7-person team) providing independent, holistic wealth management advisory — planning, implementation, monitoring, and third-party coordination — to high-net-worth individuals and families, free of bank and product-provider conflicts.
- Ownership category
- akta.pro rank
ENISO Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where ENISO Partners is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
ENISO Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Wealth Management Advisory: Multi Family Office providing holistic wealth management services including financial planning, investment strategy development, portfolio implementation and monitoring, direct investment review, real estate transaction support, and financing optimization. Works on a personalized, needs-based approach for high-net-worth individuals and families.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
ENISO Partners product offering
Product offeringCore offering
ENISO Partners delivers tailored financial planning, investment, wealth management, and consulting services intended to help clients manage their finances. The firm operates as a small boutique advisory practice based in Zürich, Switzerland, offering personalized solutions rather than standardized products or technology platforms. Service scope spans personal financial planning, investment guidance, ongoing wealth management, and broader financial consulting.
Product overview
No product or service information is available in the provided source data. The source content pertains to Freigeist Asset Management AG, a Swiss multi-family office based in Zurich, which is not ENISO Partners as specified in the extraction request.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Investment Services Investment advisory and management services for individual clients, provided as part of ENISO Partners' financial advisory practice.
- Wealth Management Wealth management services for individual clients, supporting the management and oversight of personal wealth within the firm's advisory offering.
- Financial Consulting Consulting services to help individual clients manage their finances, complementing the firm's planning, investment, and wealth management offerings.
Companies that use ENISO Partners
Customer profileSegments1 record
Ideal customer profiles1 record
ENISO Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ENISO Partners partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
ENISO Partners competitors and assessment
Company assessmentBroad incumbents
- EFG International: Swiss private banking group serving HNW individuals and families globally, headquartered in Zürich. Comparable in target client (HNW families), geographic focus, and emphasis on advisory-led wealth management, though operating at significantly larger scale.
- Lombard Odier: Swiss private bank and wealth manager with strong HNW and family-office focus. Comparable as an independent Swiss wealth advisor serving multigenerational families, though with a much larger global footprint and broader product suite.
- Julius Baer: Major Swiss pure-play wealth manager headquartered in Zürich, focused on HNW and UHNW clients. Comparable target customer base and Zürich domicile, though serving a far larger and more international client pool.
- Vontobel: Swiss-listed wealth and asset manager headquartered in Zürich serving HNW and institutional clients globally. Comparable as a Zürich-based full-service wealth manager serving the same HNW segment, though at far larger scale and with proprietary product offerings.
- Mirabaud: Family-owned Swiss private bank with wealth management focus on HNW clients. Comparable in independent, family-controlled structure and Swiss-based HNW advisory positioning, though at greater scale with private markets and institutional capabilities.
- J. Safra Sarasin: Swiss private banking group with strong wealth management franchise serving HNW clients. Comparable in offering holistic wealth advisory to Swiss and international families, though with a much larger AUM base and broader investment capabilities.
- Pictet Group: One of Switzerland's largest independent wealth and asset managers, privately owned and headquartered in Geneva. Comparable in its independence from banks and focus on HNW wealth advisory, though operating at vastly greater scale with broader institutional services.
Direct peers
- Sandaire: Independent Multi Family Office providing discretionary and advisory wealth management to principal families. Direct peer as a fee-based, independent MFO with a multi-disciplinary partner team serving HNW families across generations.
- Stonehage Fleming: Independent global Multi Family Office serving HNW families with holistic wealth planning, investment advisory, and family governance services. Direct peer in business model (fee-based independent MFO), client segment (HNW/UHNW families), and independence-from-banks positioning.
- Hyposwiss: Zürich-based Swiss private bank serving HNW clients with personalized wealth advisory. Comparable as a Zürich-based, family-controlled advisor focused on holistic wealth management for HNW clients, though at a slightly larger scale.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
ENISO Partners social profiles
Digital presenceENISO Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
ENISO Partners leadership team
Management profileNumber of profiles
ENISO Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ENISO Partners 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 ENISO Partners
What does ENISO Partners do?
ENISO Partners delivers tailored financial planning, investment, wealth management, and consulting services intended to help clients manage their finances. The firm operates as a small boutique advisory practice based in Zürich, Switzerland, offering personalized solutions rather than standardized products or technology platforms. Service scope spans personal financial planning, investment guidance, ongoing wealth management, and broader financial consulting.
Is ENISO Partners a public or private company?
ENISO Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ENISO Partners founded?
ENISO Partners was founded in 2008. It employs 1 to 10 people.
Where is ENISO Partners based?
ENISO Partners is headquartered in Zürich, Switzerland, in the Europe region.
How does ENISO Partners make money?
One revenue line is on record: wealth Management Advisory.
Who are ENISO Partners's main competitors?
Broad incumbents on record are EFG International, Lombard Odier, Julius Baer, Vontobel, Mirabaud, J. Safra Sarasin and Pictet Group. Direct peers are Sandaire, Stonehage Fleming and Hyposwiss.
Does ENISO Partners have an API?
No public API is recorded for ENISO Partners.
What industry is ENISO Partners in?
ENISO Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.