Dr. Pirmin Hotz Vermögensverwaltungen AG

What Dr. Pirmin Hotz Vermögensverwaltungen AG does

Dr. Pirmin Hotz Vermögensverwaltungen AG is a Swiss boutique wealth and asset management firm (Vermögensverwaltung = asset/wealth management) domiciled in Baar, Canton of Zug, Switzerland. Established in 1986, the firm operates under the founder's personal name, indicating a founder-led, relationship-driven advisory model typical of Swiss independent asset managers serving private clients and family offices. The company is structured as an Aktiengesellschaft (AG), the standard Swiss corporate form subject to FINMA oversight for regulated financial services activity.

The firm has a lean headcount of 19 employees, consistent with a high-touch, bespoke advisory proposition rather than a scalable asset-gathering platform. No information on product suite, AUM, fees, client segmentation, or technology stack was available: the firm's public website returned only a loading/verification page at the time of data collection, and no marketing, distribution, partnership, or technology disclosures were captured. Consequently, the underlying service offering — whether discretionary portfolio management, advisory mandates, family-office services, or a mix — cannot be specified from the available evidence.

Commercial mechanics are also unverified: pricing model, target client profile (HNW/UHNW thresholds), fee structure, and revenue figures are not disclosed in the input. The implied business model follows the standard Swiss independent asset manager pattern — fees charged as a percentage of assets under management, with revenue tied to market valuations and net new flows — but no quantitative confirmation is possible from the supplied data.

Name

Dr. Pirmin Hotz Vermögensverwaltungen AG

Legal name

Dr. Pirmin Hotz Vermögensverwaltungen AG

Website

https://hotz-partner.ch

Company type

Private

Headcount range

11–50 employees

Short description

Dr. Pirmin Hotz Vermögensverwaltungen AG is a Swiss boutique wealth and asset management firm founded in 1986, headquartered in Baar, Zug, with 19 employees. It operates under its founder's name as a founder-led, relationship-driven advisor serving private clients in the Swiss financial center ecosystem.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• Wealth management services
• Asset management
• Portfolio management
• Financial advisory
• Private banking

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Dr. Pirmin Hotz Vermögensverwaltungen AG is a Swiss asset/wealth management firm (Vermögensverwaltungen) based in Baar, Zug, founded in 1986. The firm provides discretionary and/or advisory asset management services, managing client portfolios across investment strategies. With approximately 19 employees, it operates as a boutique wealth manager focused on personalized portfolio administration for private clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset/Wealth Management Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Julius Baer: One of Switzerland's largest pure-play wealth managers; competes for the same Swiss and cross-border HNW/UHNW client pool as a Zug-based boutique.
• LGT Group: Liechtenstein-headquartered international private banking and asset management group serving private clients and families — comparable business model across wealth management and multi-generational advisory.
• Mirabaud: Swiss private bank and wealth manager headquartered in Geneva, offering wealth management and asset management services to private and institutional clients across comparable Swiss HNW segments.
• Vontobel: Zurich-headquartered Swiss wealth and asset manager with a sizable private banking and wealth management franchise — overlapping client base and serving as a benchmark incumbent in the Swiss HNW segment.
• Pictet Group: Geneva-based Swiss private bank and asset manager, one of the largest independent wealth managers in Europe and a direct competitor for Swiss-based HNW/UHNW mandates.

Direct peers

• Hyposwiss Private Bank: Zurich-based Swiss boutique private bank focused on independent wealth management for private clients — directly comparable in scale, geographic focus, and HNW client profile.
• E. Gutzwiller & Cie, Banquiers: One of Switzerland's oldest independent private banks, headquartered in Basel; comparable as a small, traditional, relationship-driven Swiss boutique wealth manager.
• Reichmuth & Co: Independent, family-owned Swiss private bank and wealth manager based in Lucerne, comparable in being a boutique, founder-driven, multi-decade wealth manager serving HNW/UHNW clients in Switzerland.
• Bank Frey: Independent Swiss private bank focused on wealth management and advisory for private clients, comparable in boutique positioning and Swiss HNW client base.

Regional players

• VP Bank: Liechtenstein-based private bank with a strong Swiss and European footprint, focused on wealth management for private clients and intermediaries — comparable business and client profile with regional overlap into Switzerland.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/hotzvv

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 Dr. Pirmin Hotz Vermögensverwaltungen AG