Schlossberg Technologies

What Schlossberg Technologies does

Schlossberg Technologies AG is a Swiss quantitative investment management company founded in 2018 and headquartered in Zug, Switzerland. The firm trades in global financial markets using a methodology that combines quantitative finance, machine learning, and behavioral finance, augmented by proprietary physics-inspired modeling concepts such as particle acceleration in turbulent flows. Its research infrastructure includes a tick and order book database growing by double-digit gigabytes daily, sub-4 millisecond broker connectivity, and redundant computational facilities each capable of supporting full trading operations.

The company operates through two corporate entities: Schlossberg Technologies AG as the parent, and Schlossberg Institutional Management AG as its FINMA-authorized, OSFINcontrol-supervised subsidiary that holds the asset management license. Client assets are managed via discretionary mandates and delivered through Actively Managed Certificates (AMCs), with management fees ranging from 0.5% to 2%. The firm serves three FINSA-defined client segments (private, professional, and institutional clients) on an invitation-only basis, and is led by David Bühlmann as Qualified Managing Director with Andy Heilmann on the Board of Directors.

The team is composed of PhDs in mathematics, physics, and related fields, with prior experience at Millennium Management, Deutsche Bank, UBS, and other institutions. The firm emphasizes significant employee investment in the funds it manages, aligning insider capital with client outcomes, and maintains an invitation-only distribution model that restricts public marketing and limits visibility into AUM, revenue, or client concentration.

Name

Schlossberg Technologies

Legal name

Schlossberg Technologies AG

Website

https://schlotech.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Schlossberg Technologies is a Zug-based quantitative investment management firm founded in 2018 that trades global financial markets using proprietary physics-inspired algorithms, machine learning, and behavioral finance, serving private, professional, and institutional clients via FINMA-regulated Actively Managed Certificates.

Ownership category

akta.pro rank

Headquarters

HQ city

Zug

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Management fees charged for portfolio management services. The asset manager receives compensation (management fee) of between 0.5% and 2% for managing Actively Managed Certificates (AMCs).

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels1 record

Core offering

Schlossberg Technologies provides discretionary quantitative investment management services to private, professional, and institutional clients via asset management mandates and proprietary Actively Managed Certificates (AMCs). The firm applies quantitative finance, machine learning, behavioural finance, and physics-inspired modelling to trade across global financial markets, supported by sub-4ms broker connectivity and redundant computational facilities. Management services are delivered through two Swiss entities: Schlossberg Technologies AG (parent) and FINMA-regulated Schlossberg Institutional Management AG.

Product overview

Schlossberg Technologies operates as a quantitative investment management company offering a unified product suite centered on quantitative investment management services. The core offering combines quantitative finance, machine learning, and behavioural finance to produce exceptional returns in global financial markets. Their primary service is delivered through Actively Managed Certificates (AMC), which the company manages directly, providing an efficient and cost-optimized vehicle for client asset management. The company is structured with two entities: Schlossberg Technologies AG (parent) and Schlossberg Institutional Management AG (FINMA-regulated subsidiary), serving private, professional, and institutional clients with their investment management mandates.

Differentiator

Problem solved

Functional benefit

Products and services

• Quantitative Investment Management Discretionary asset management service combining quantitative finance, machine learning, and behavioural finance to produce returns in global financial markets for FINSA-classified private, professional, and institutional clients.
• Actively Managed Certificates (AMC) Proprietary actively managed certificates managed exclusively by the company to provide efficient and cost-optimised management of client assets, with management fees of 0.5% to 2% charged on assets under management.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Man Group: Publicly listed quantitative-focused asset manager with systematic trading franchises (AHL, Numeric). Comparable in product category (systematic investment management) though larger and public.
• GSA Capital: Systematic equity and multi-asset manager employing quantitative models and data-driven research. Comparable smaller-scale systematic peer with a similar research-led profile.
• Winton Group: Systematic investment manager using scientific, research-driven approaches across global markets. Closely aligned with Schlossberg's positioning as a science-led quant firm trading globally.
• Systematica Investments: Systematic investment manager founded by Leda Braga, focused on systematic equity and alternative strategies using quantitative methods. Direct peer in the systematic/quant asset management category.
• Renaissance Technologies: Privately held systematic investment manager widely regarded as a pioneer in physics- and math-driven quantitative strategies. Direct methodological peer given Schlossberg's use of physics-inspired modeling and PhD-heavy research teams.
• Two Sigma: Quantitative investment manager applying ML and large-scale data analysis to systematic trading strategies. Closely comparable to Schlossberg in methodology (quant + ML on market data) and category (private systematic investment management).
• Qube Research & Technologies: Quantitative investment manager applying systematic, research-led strategies across asset classes. Closely comparable in scale, methodology, and category to Schlossberg's offering.
• D. E. Shaw: Quantitative investment and technology firm with deep roots in computational finance and PhD hiring. Highly comparable to Schlossberg's positioning as a small, research-intensive systematic manager.

Broad incumbents

• Millennium Management: Large multi-strategy hedge fund platform employing systematic and discretionary traders. Relevant because Schlossberg's team includes Millennium alumni, indicating methodological overlap, though Millennium is materially larger and broader.
• Citadel: Multi-strategy alternative asset manager with substantial systematic/quantitative trading exposure. Competes in the same capital pool for systematic talent and institutional mandates though at vastly greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/schlotech

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Schlossberg Technologies