What Weissenstein & Partner does

Weissenstein & Partner AG is an independent, fully partner-owned Swiss asset management firm headquartered at Bleicherweg 45, 8002 Zürich. Founded in 2019 by senior practitioners from Pictet, UBS, Maerki Baumann and Baumann & Cie, the firm serves two co-primary client segments: high-net-worth private individuals seeking bespoke discretionary asset management, and institutional clients — predominantly Swiss pension funds (Pensionskassen) and foundations — requiring neutral oversight and performance benchmarking under BVV2 occupational pension guidelines. The firm operates with a team of seven across management, board and senior advisory functions and holds FINMA authorization, AOOS supervision and OFS Ombud Finance Switzerland registration.

The firm's core products are (i) the proprietary 'Protect & Prosper' (Wahren & Wachsen) investment strategy, designed to preserve capital in adverse markets and grow it when conditions allow through disciplined cross-asset allocation rather than stock-picking, offered as both a discretionary individual mandate and a listed certificate via wahren-wachsen.ch; (ii) three individual asset management mandates — Conservative, Balanced and Dynamic; and (iii) the proprietary SPPi (Swiss Pension Performance Index), a daily reference index enabling neutral, BVV2-compliant performance comparison of pension funds, banks and asset managers. Institutional services include asset consolidation, investment controlling, performance measurement, and strategic/tactical selection of third-party portfolio managers and banks, positioning the firm as an interface between foundation/pension-fund boards, investment consultants, asset managers and custodians. Underlying technology is limited to the proprietary index and investment methodology; there is no digital onboarding, no self-serve platform, no public API, and no AI/ML tooling disclosed.

The business model rests on two revenue streams: recurring AUM-based and performance-aligned fees on private client mandates (the firm states 'we only earn money when you do'), and professional services fees for institutional consulting, controlling, and valuation/advisory work. Pricing is not publicly disclosed; there are no published fee schedules or tiers. Distribution is exclusively direct and high-touch — personal meetings, telephone and email at the Zurich office — with no digital sales channels, marketplaces, or intermediary/retail distribution apart from the listed certificate. Top-of-funnel client acquisition is supported by a content-driven marketing program comprising the 'Brainfood' editorial series, a 2-3x/month Mailchimp newsletter, and partner-level activity on LinkedIn and Twitter/X. Share capital is CHF 200,000; the firm has no external investors, no subsidiaries, no disclosed funding rounds, and no M&A activity.

Name

Weissenstein & Partner

Legal name

Weissenstein & Partner AG

Website

https://weissenstein-partner.ch

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Weissenstein & Partner AG is an independent, partner-owned Swiss asset management firm serving high-net-worth individuals and institutional clients through bespoke mandates, the proprietary 'Protect & Prosper' investment strategy, and the SPPi Swiss pension benchmark index.

Ownership category

akta.pro rank

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees (Private Clients): Fees earned through individual asset management mandates and the 'Protect & Prosper' investment strategy. The firm explicitly states: 'We only earn money when you do', suggesting a performance-aligned or AUM-based fee structure.
2. Investment Consulting & Advisory (Institutional Clients): Revenue generated from providing institutional clients with innovative concepts for asset consolidation, investment controlling, performance measurement, and strategic/tactical selection of third-party portfolio managers and banks. Acting as interface between foundations, pension fund boards, investment consultants, and custodians.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Weissenstein & Partner AG is an independent, fully partner-owned Swiss asset management firm delivering bespoke discretionary asset management and investment advisory services. For private clients it offers the proprietary 'Protect & Prosper' (Wahren & Wachsen) investment strategy and three individual mandates (Conservative, Balanced, Dynamic). For institutional clients (pension funds, foundations) it provides asset consolidation, investment controlling, performance measurement, and strategic/tactical manager selection, supported by its proprietary SPPi – Swiss Pension Performance Index.

Product overview

Weissenstein & Partner is an independent Swiss asset management firm offering a unified platform of financial services. The core offering consists of the proprietary 'Protect & Prosper' (Wahren & Wachsen) investment strategy available as individual mandates or listed certificates, supplemented by three individualized asset management mandates (Conservative, Balanced, Dynamic) for private clients. For institutional clients, the firm provides innovative concepts in asset controlling, performance measurement, and portfolio manager selection, underpinned by the proprietary SPPi Swiss Pension Performance Index. The company also offers investment advice services.

Differentiator

Problem solved

Functional benefit

Brands

• Protect & Prosper: Proprietary investment strategy designed to protect capital during challenging times and enhance it when market conditions permit
• Wahren & Wachsen
• SPPi - Swiss Pension Performance Index

Products and services

• Protect & Prosper Investment Strategy (Wahren & Wachsen) A proprietary investment strategy designed to protect client capital during challenging market periods and enhance it when market conditions permit, focusing on long-term growth with low volatility through disciplined, rational asset allocation decisions rather than individual stock selection. Available as an individual mandate or as a listed certificate product.
• Individual Asset Management Mandates (Conservative, Balanced, Dynamic) Proven investment strategies adapted to individual client needs, delivered as three risk-profile-based discretionary mandates: Conservative (income-oriented with minimal volatility), Balanced (increased flexibility with greater growth potential), and Dynamic (growth-focused for long-term capital gains with higher risk tolerance).
• SPPi – Swiss Pension Performance Index Proprietary daily reference index calculated and published by Weissenstein & Partner enabling neutral and independent performance comparison of pension funds, banks, and asset managers managing financial investments according to BVV2 (Swiss occupational pension investment guidelines).
• Institutional Client Services Innovative concepts and solutions providing institutional clients with added value in asset overview, asset consolidation, investment controlling, performance measurement, and strategic/tactical selection of third-party portfolio managers and banks. Weissenstein & Partner acts as an independent interface between Foundations, Supervisory Boards of Pension Funds, Investment Consultants, Asset Managers, and Custodians, underpinned by the proprietary SPPi index.
• Investment Advice for Private Clients Investment advisory services delivered alongside the proprietary 'Protect & Prosper' strategy and individual asset management mandates, supporting private clients with bespoke portfolio advice.

Quantifiable outcome

• The 'Wahren & Wachsen' (Protect & Prosper) strategy returned approximately 7% per annum, with approximately 30% equity allocation, outperforming benchmark without relying on AI/tech exposure (per September 2025 commentary).
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

One partnership is on record.

• Rivella AGminorImplementation/ SI/ Consulting Partner · 1 January 2019Weissenstein & Partner was engaged by the management of Rivella AG to produce a neutral valuation report for the acquisition of the Focus Water brand (from Fluid Focus AG, Zurich) by Rivella AG. The transaction closed in May 2019 with retroactive effect from January 2019. Weissenstein & Partner acted as independent financial advisors providing valuation expertise to support the acquisition decision.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• EFG Bank: Swiss-headquartered private bank focused on discretionary asset management and investment advisory for HNW and institutional clients. Competes for the same pool of Swiss-domiciled HNW wealth and pension fund mandates.
• Maerki Baumann & Co. AG: Independent Swiss wealth manager offering bespoke asset management for private and institutional clients. Directly comparable as the same founding team (Bühler, Offenhäuser, Schweizer, Cristofari) built their careers there before launching Weissenstein & Partner.
• Vontobel: Swiss-listed wealth and asset manager serving private and institutional clients with discretionary mandates, advisory, and pension solutions. Comparable product set (managed mandates, pension consulting, performance measurement) and shared Swiss HNW/institutional target market.
• Fisch Asset Management: Independent Swiss asset manager offering discretionary mandates and institutional investment solutions. Comparable as a mid-sized, independent, Swiss-domiciled manager focused on institutional and private client wealth.

Emerging players

• Complementa Investment Controlling: Independent Swiss investment controlling and pension fund consulting firm offering performance measurement, manager selection, and governance advisory. Comparable to Weissenstein's institutional services targeting Pensionskassen and foundations.
• PPCmetrics: Swiss investment consulting firm providing independent performance measurement, manager selection, and pension fund advisory services. Directly overlaps with Weissenstein & Partner's institutional consulting offering and SPPi-related benchmarking.

Broad incumbents

• Lombard Odier: Large Geneva-based private bank with private banking, asset management, and institutional offerings including discretionary portfolio management. Overlaps in target HNW and pension fund clients across Switzerland but at much greater scale.
• Julius Baer: Leading Swiss pure-play wealth manager serving HNW and ultra-HNW clients with discretionary and advisory mandates. Comparable in offering breadth and Swiss-centric client base but at materially larger AUM scale.
• Pictet Group: Major Swiss private bank and asset manager with discretionary mandates, institutional asset management, and pension fund services. Several Weissenstein partners (Bühler, Schweizer, Schneider) came from Pictet, making it the closest large-cap reference point for the firm's DNA.

Others

• Independent Asset Managers (Verein unabhängiger Vermögensverwalter) members: Industry association representing Switzerland's independent asset managers (EAMs). Weissenstein & Partner operates in the same independent channel and competes for referrals from this broader pool of small/mid-sized independent advisors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key highlights6 records

Customer concentration

• Xx.com/Weissenstein_P
• LinkedInch.linkedin.com/in/christoph-schweizer-04b39a8b

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Weissenstein & Partner