What VEP Management does

VEP Management AG is a privately held Swiss boutique consultancy (organized as an Aktiengesellschaft) that delivers mandate-based advisory services to wealth-management intermediaries and family offices operating primarily in Switzerland. Founded by Martin Schwizer in 2017, the firm is headquartered in St. Moritz (Via dal Bagn 22) with a legal address in Baden (Haselstrasse 1). Its core client segments are External Asset Managers (EAM), Independent Asset Managers (IAM), unabhängige Vermögensverwalter (UVV), Financial Intermediaries (FIM), and Family Offices, addressing pain points around business model development, system architecture, partner-model design, spin-off planning, regulatory compliance, and change management.

The firm's core offering consists of professional consulting mandates covering board roles (VR Mandate), interim management, strategic and organizational consulting, system architecture advisory, regulatory implementation concepts, change management, and cooperation/networking concepts. It also references PortfolioNet, a central, cross-bank portfolio information platform that founder Martin Schwizer originally developed during his tenure as Managing Director and Vice President of the Board at PC&S Portfolio Consulting & Services AG, alongside specialized EAM support solutions covering concept development, business plan creation, system architecture definition, and operational setup of EAM units. The technology base consists of portfolio management information systems and reporting platforms rather than novel proprietary AI/ML assets.

VEP Management operates a sales-led, professional services go-to-market model with direct client engagements on a mandate basis. Revenue is generated through professional service engagements; pricing is not publicly disclosed. The firm's geographic focus is domestic Switzerland, with no disclosed international expansion. Its competitive positioning is anchored almost entirely on the founder's accumulated experience — over 27 years (1985–2012) across Bank Julius Bär, Infidar Vermögensberatung AG, CD-Consulting AG, and PC&S Portfolio Consulting & Services AG — and on his documented involvement in building the Swiss EAM market since 1986. No institutional investors, funding rounds, partnerships, M&A activity, or external capital events are disclosed.

Name

VEP Management

Legal name

VEP Management AG

Website

https://vepmanagement.ch

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

VEP Management AG is a Swiss boutique consultancy providing mandate-based advisory services to External Asset Managers, Independent Asset Managers, unabhängige Vermögensverwalter, Financial Intermediaries, and Family Offices in Switzerland, with expertise in EAM setup, system architecture, regulatory implementation, and portfolio information platforms.

Ownership category

akta.pro rank

Product category

Wealth Management Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Corporate Strategy Advisory (BPAHADAA), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

Keywords

• Wealth management consulting
• Asset management advisory
• Family office consulting
• Independent asset managers
• Financial intermediary services

Headquarters

HQ city

Saint Moritz

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Mandate-based Consulting Services: VEP Management provides consulting and advisory services on a mandate basis, supporting companies in asset management, family office environments, and other business areas. Revenue is generated through professional service engagements.

Go-to-market motion1 record

Distribution channels1 record

Core offering

VEP Management AG provides mandate-based professional consulting services to companies in the Swiss asset management industry, including External Asset Managers (EAM), Independent Asset Managers (IAM), Unabhängige Vermögensverwalter (UVV), Family Offices, and Financial Intermediaries (FIM). Service lines include board mandates (VR Mandate), interim management, strategic consulting, organizational consulting, advisory on work tools and system architectures, founding-phase consulting, regulatory implementation concepts, change management, and cooperation concepts.

Product overview

VEP Management AG is a consulting firm offering mandate-based professional services focused on the wealth management and asset management sector. The core offering consists of consulting mandates covering board roles, interim management, strategic and organizational consulting, and system architecture advisory. The company also developed PortfolioNet, a cross-bank portfolio information platform, and provides specialized EAM (External Asset Manager) solutions including concept development, business plan creation, and implementation support for new EAM ventures.

Differentiator

Problem solved

Functional benefit

Products and services

• Mandate-Based Consulting Services Professional consulting services delivered on a mandate basis, supporting companies with project design and implementation across asset management and Family Office environments. Engagements cover board mandates (VR Mandate), interim management, strategic consulting, organizational consulting, advisory on work tools and system architectures, founding-phase consulting, regulatory implementation concepts, change management, and cooperation concepts.
• EAM Support and Implementation Solutions Concept development and implementation services for External Asset Manager (EAM) and Independent Asset Manager (IAM) segments. Includes EAM business plan creation, system architecture definition, and operational setup of EAM units within and outside banking groups.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• Deloitte Switzerland: Global professional services firm serving Swiss banks, asset managers, and family offices across strategy, regulatory, and technology advisory. Direct overlap with VEP Management's mandate-based consulting on EAM setup, system architecture, and regulatory implementation, though at significantly larger scale.
• McKinsey & Company (Switzerland): Global strategy consulting firm with a dedicated Swiss banking and wealth management practice advising on corporate strategy, operating model, and digital transformation. Comparable to VEP Management on the strategic and corporate-development consulting components, though typically serving larger institutions.
• Boston Consulting Group (Switzerland): Global strategy consulting firm with a strong Swiss wealth and asset management practice covering corporate strategy, organizational design, and technology-enabled operating models. Comparable to VEP Management on strategy and corporate development consulting for wealth managers and family offices.
• EY Switzerland: Big-four firm with a Swiss wealth and asset management advisory practice covering regulatory transformation, operating model design, and risk/compliance. Comparable to VEP Management on the EAM/UVV regulatory implementation and change management workstreams, but with global resources.
• PwC Switzerland: Big-four professional services firm with a dedicated Swiss Financial Services practice advising banks, asset managers, EAMs, and family offices on regulatory compliance, operating model, and transformation. Overlaps with VEP Management on EAM/UVV regulatory and organizational consulting, but at much greater scale and with broader service lines.
• Capco (Switzerland): Global financial services-focused consultancy with a Swiss practice advising wealth managers and private banks on operating model, technology, and regulatory transformation. Overlaps with VEP Management's mandate on EAM system architecture, change management, and regulatory implementation concepts.
• KPMG Switzerland: Big-four firm with a Swiss Financial Services practice advising banks, insurers, asset managers, and family offices on strategy, risk, compliance, and technology. Overlaps with VEP Management's consulting on system architecture, regulatory concepts, and organizational transformation for EAMs and family offices.

Regional players

• zeb (roland berger subsidiary): European consulting firm focused on financial services strategy, risk, and regulatory advisory for banks and asset managers, with presence in the DACH region. Comparable to VEP Management on regulatory and strategic consulting for wealth managers, though primarily DACH-focused rather than Swiss-domestic.

Emerging players

• Marquard & Bahls Family Office Advisors: European advisory firm focused on family office and wealth management strategy, governance, and operational consulting. Comparable to VEP Management on the family-office consulting component, though operating across multiple European jurisdictions rather than purely domestically.

Direct peers

• Finexpert AG: Swiss boutique consultancy specializing in advisory for independent asset managers (IAM/UVV), external asset managers (EAM), and family offices on regulatory, organizational, and business-model topics. The closest direct competitor to VEP Management in scale, niche, and service offering within the Swiss market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 VEP Management