Huber & Partner Vermogensverwaltung Ag

What Huber & Partner Vermogensverwaltung Ag does

Huber & Partner Vermogensverwaltung Ag is a privately held Swiss independent asset manager founded in 1996 and headquartered in Zurich. The firm provides independent asset management (Vermögensverwaltung), investment advisory, and related wealth planning services for private clients, operating within the regulated Swiss financial services framework. Its scale is boutique: 1-10 employees with a single Zurich office, consistent with the relationship-driven model typical of independent Swiss wealth managers serving high-net-worth individuals and families.

The firm operates a fee-based business model standard to the Swiss independent wealth management segment, charging AUM-based or retainer fees on discretionary and advisory mandates. No public disclosures exist on pricing, AUM, revenue, client count, leadership team, or ownership in the available input data, and no product launches, acquisitions, funding events, or geographic expansions are documented. Technology, AI/ML capability, and partnerships are similarly not disclosed at the entity level for Huber & Partner specifically.

The company's primary defensibility rests on tenure (since 1996), Zurich domicile, and the personal-advisor relationship model rather than scale, technology, or brand. No meaningful expansion, hiring surge, product roadmap, or competitive differentiation beyond standard Swiss independent wealth management practice is evidenced in the input data.

Name

Huber & Partner Vermogensverwaltung Ag

Website

https://hpvv.ch

Company type

Private

Founded year

1996

Headcount range

1–10 employees

Short description

Huber & Partner Vermogensverwaltung Ag is a Zurich-based independent Swiss asset manager (Vermögensverwaltung) founded in 1996, providing discretionary wealth management, investment advisory, and wealth planning services to private clients through a small boutique team.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Lifestyle, Concierge & Personal Services Management (FSAAADAJ)

Keywords

• Independent asset management
• Wealth management services
• Investment advisory
• Discretionary portfolio management
• Family office services

Headquarters

HQ city

Zurich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Discretionary Wealth Management Mandates: Active management of client assets under discretionary mandates where the firm's expert team makes investment decisions on behalf of clients. The firm manages portfolios actively and with greatest care, positioning portfolios ideally in complex global financial markets.
2. Investment Advisory Services: Advisory services where clients maintain final decision-making authority while receiving expert guidance on portfolio monitoring according to precise parameters defined together with the client.
3. Family Office Services: Tailor-made family office services for wealthy families, handling comprehensive financial needs including asset management, wealth planning, and financial advisory.
4. Asset Management (via SSI Asset Management AG): Access to selected funds through the firm's Liechtenstein affiliate SSI Asset Management AG, providing clients with diversified fund investment opportunities.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Huber & Partner Vermogensverwaltung Ag provides independent asset management, investment advisory, and wealth planning services for private clients. Core offerings include discretionary wealth management mandates (where the firm's experts make investment decisions on behalf of clients), investment advisory services (where clients retain final decision-making authority), family office services for wealthy families, and access to selected funds through an affiliated Liechtenstein asset management entity.

Product overview

SSI Wealth Management AG offers a unified wealth management service portfolio centered on discretionary portfolio management. The core offerings include Discretionary Wealth Management (full authority portfolio management), Investment Advice (advisory-based with client decision authority), Family Office Services (tailored for wealthy families), and Asset Management (fund access via SSI Asset Management AG in Liechtenstein). The company positions itself as a comprehensive financial services provider with sustainability, stability, and integrity as core values.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Wealth Management Active management of client assets through a discretionary mandate where a team of experts makes investment decisions on behalf of the client, positioning portfolios ideally in complex global financial markets. For high-net-worth individuals and wealthy families seeking professional, hands-off portfolio oversight.
• Investment Advice Monitoring of client portfolios according to precise parameters defined together with the client, providing expertise to support client decision-making while the client retains final decision authority. For clients who want professional input but prefer to retain control.
• Family Office Services Tailor-made family office services for wealthy families, addressing comprehensive financial needs including asset management, wealth planning, succession, and consolidated reporting. For affluent families requiring multi-generational wealth governance.
• Asset Management (via SSI Asset Management AG) Access to selected funds through the affiliated Liechtenstein entity SSI Asset Management AG, providing diversified fund investment opportunities to clients. For clients seeking fund-based investment vehicles alongside direct mandates.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• SSI Holding AGcoreStrategic or Co-development PartnerSSI Wealth Management AG is a member of SSI Holding group. The holding company provides strategic oversight and integrates the various SSI financial services entities including wealth management, asset management, and related services.
• SSI Asset Management AGcoreTechnology or IntegrationSSI Wealth Management AG offers clients access to selected funds via SSI Asset Management AG based in Liechtenstein. This partnership extends the product range available to wealth management clients through fund investment options.
• SSI Services AGminorStrategic or Co-development PartnerRelated entity within the SSI Holding group providing support services to SSI Wealth Management AG and other group companies.

Scale indicators1 record

Recent moves2 records

Expansion highlights2 records

Broad incumbents

• Banque Pictet & Cie SA (Private Banking arm overlap): Listed here separately only as an alternative broad private-bank incumbent operating in the same Zürich/Swiss HNW segment; otherwise overlaps fully with Pictet Group entry.
• Julius Bär Group: Large Swiss wealth manager offering private banking and asset management globally. Comparable product set (discretionary mandates, advisory, family office) but at far greater scale and international reach.
• Vontobel Holding AG: Swiss-listed wealth and asset manager covering private banking, asset management, and related services. Comparable offerings at significantly larger scale with institutional and private client reach.
• Pictet Group: Geneva-based Swiss private bank and asset manager serving HNW private clients with discretionary management and family services. Comparable client segment and service breadth, but at vastly larger scale.

Direct peers

• Hyposwiss Private Bank: Swiss private bank focused on HNW wealth management and asset management. Comparable as a domestic independent private bank in the same client segment.
• Bank Frey AG: Small Swiss private bank providing wealth management and advisory to private clients in Switzerland. Comparable on size, geography, and client segment.
• Maerki Baumann & Co. AG: Independent Swiss private bank offering discretionary wealth management and family office-style services to private clients. Comparable on model, client segment, and Swiss-based independence.
• Lienhardt & Partner Privatbank Zürich AG: Boutique Zürich-based Swiss private bank serving HNW private clients with discretionary mandates and family office services. Closely comparable on scale, geography, and offering.
• VZ Holding AG: Swiss independent wealth manager serving private clients with discretionary mandates, financial planning, and asset management. Directly comparable as a non-bank independent RIA targeting HNW individuals in the same Swiss regulatory perimeter.

Regional players

• LGT Group: Liechtenstein-headquartered private banking and asset management group. Strongly comparable on cross-border Liechtenstein fund infrastructure and HNW family wealth services, though much larger and globally diversified.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 Huber & Partner Vermogensverwaltung Ag