Vögeli Vermögensverwaltung AG

What Vögeli Vermögensverwaltung AG does

Vögeli Vermögensverwaltung AG is a Swiss asset/wealth management firm (Vermögensverwaltung) incorporated as an Aktiengesellschaft (AG) and headquartered in Bottmingen, Switzerland. The company has been in continuous operation since 1991, indicating a multi-decade presence in the Swiss private wealth management industry, which is regulated by FINMA and typically serves high-net-worth and ultra-high-net-worth private clients with discretionary or advisory portfolio mandates.

With a headcount of approximately 5 employees, the firm operates as a boutique practice, consistent with a relationship-led wealth management model where a small team of advisors manages client portfolios on a fee basis tied to assets under management. No specific products, services, fee schedules, target client segments, AUM figures, investment philosophy, or technology stack are disclosed in the available source data; the firm's public web property (voegeliv.ch) returned only a security verification/loading page at the time of data collection, precluding deeper extraction.

The revenue model is not explicitly stated but, by industry convention for a Swiss Vermögensverwaltung, would be expected to be ad valorem management fees on client AUM, potentially supplemented by performance fees. No pricing details, customer counts, partnership arrangements, regulatory registrations beyond the implied FINMA framework, or management team biographies are available in the inputs, which materially limits any forward-looking assessment of scale, growth, or competitive positioning.

Name

Vögeli Vermögensverwaltung AG

Legal name

Vögeli Vermögensverwaltung AG

Website

https://voegeliv.ch

Company type

Private

Headcount range

1–10 employees

Short description

Vögeli Vermögensverwaltung AG is a Swiss boutique wealth management firm (Vermögensverwaltung) founded in 1991 and based in Bottmingen, Switzerland, serving private clients with portfolio management services through a 5-person team.

Ownership category

akta.pro rank

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Vögeli Vermögensverwaltung AG is a Swiss wealth/asset management firm based in Bottmingen, Switzerland, founded in 1991. The company name ("Vermögensverwaltung" meaning "asset/wealth management" in German) indicates it provides discretionary portfolio management and investment advisory services. Detailed product/service content from the company website was not accessible at time of extraction.

Differentiator

Problem solved

Functional benefit

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

• Vontobel: Zurich-based Swiss wealth and asset manager with private banking, institutional asset management, and investment banking divisions. Directly comparable regulated Vermögensverwaltung activity, but at much larger scale and with public listing.
• J. Safra Sarasin: Basel-headquartered Swiss private bank with strong HNW and family-office focus in the Basel region — the same local market Vögeli serves. Comparable discretionary wealth management offering, but at materially larger scale.
• Julius Bär: Major Swiss private banking group focused on HNW/UHNW wealth management globally. Competes for the same Swiss HNW client pool and operates a similar FINMA-regulated discretionary/advisory asset management business.
• Pictet Group: One of Switzerland's largest independent private banks and wealth managers, headquartered in Geneva. Serves the same Swiss HNW/UHNW client base as Vögeli but at vastly greater scale, with full-spectrum asset management, advisory, and custody services.

Direct peers

• Hyposwiss Private Bank: Zurich-based boutique Swiss private bank offering wealth management, asset management, and family office services. Directly comparable in scope and target client segment, though slightly larger in scale.
• BZ Bank Aktiengesellschaft: Small, independent Swiss private bank in Wilen (near Lucerne) focused on personal wealth management and investment advisory for HNW clients. Closely matches the small-boutique Swiss Vermögensverwaltung profile of Vögeli.
• Lienhardt & Partner Privatbank Zürich AG: Small, independent Swiss private bank in Zurich focused on private banking and asset management for HNW private clients. Closely aligned boutique Swiss Vermögensverwaltung business model.
• Maerki Baumann & Co. AG: Independent, family-owned Swiss private bank in Zurich offering discretionary asset management (Vermögensverwaltung) to private clients — directly comparable boutique model to Vögeli, also owner-managed and focused on personalized wealth advisory.
• Reichmuth & Co. Privatbankiers: Lucerne-based Swiss private bank structured as a partnership, specializing in private wealth management and asset management for HNW families. Closely comparable in business model, ownership structure, and scale profile to a small Swiss Vermögensverwaltung boutique.
• Tareno AG: Basel-based independent Swiss asset manager offering discretionary portfolio management and wealth advisory. Same Basel-region footprint and similar boutique focus on HNW wealth management as Vögeli.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/voegeli-vermoegensverwaltung

Revenue estimate

Valuation estimate

Number of profiles

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 Vögeli Vermögensverwaltung AG