GIP
- Company typePrivate
- Founded2006
- HeadquartersVillars-sur-glâne, Switzerland
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
GIP firmographics
Firmographics- Name
- GIP
- Legal name
- GIP SA
- Website
- https://gipsa.ch
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
GIP industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where GIP is headquartered
LocationHeadquarters
- HQ city
- Villars-sur-glâne
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
GIP business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Private Wealth Management Fees: Management fees charged on assets under management for private wealth clients. Fee structure is tiered based on assets under management, starting from CHF 200,000 minimum investment.
- 3rd Pillar (3A) Management Fees: Annual management fee of 0.65% on pension assets. Three portfolio solutions available: Mercury, Gemini, Apollo designed for different profiles and market exposure levels.
- Vested Benefits Management Fees: Annual management fee of 0.65% on vested benefits assets. No income or wealth tax due while assets remain in the account.
- Pension Fund (LPP) Management: GIP Horizon pension fund solution for companies. Investment strategy managed by GIP SA with clear structure and no hidden ancillary fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Private wealth management from CHF 200,000 minimum investment |
| Subscription | Annual | 3rd pillar (3A) management |
| Subscription | Annual | Vested benefits management |
| Subscription | Annual | GIP Horizon pension fund (LPP) |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
GIP product offering
Product offeringCore offering
GIP provides independent wealth management services to Swiss private clients and corporate entities, including personalized private wealth management mandates (from CHF 200,000), Swiss 3rd pillar (3A) pension savings across three portfolio strategies (Mercury, Gemini, Apollo), vested benefits management (Libre passage), and the GIP Horizon occupational pension fund for companies. Services are supported by its proprietary NEXUS platform, which enables consolidated wealth analysis, asset allocation optimization, and integration of financial and non-financial assets into a unified strategy.
Product overview
GIP is an independent Swiss wealth management firm offering a unified suite of financial services centered on private wealth management. The core offering includes private wealth management mandates, Swiss pillar 3A pension savings (with Mercury, Gemini, and Apollo portfolio options), vested benefits accounts (Libre passage), and the GIP Horizon pension fund solution. These services are supported by the proprietary NEXUS analysis platform, which provides consolidated asset visibility and strategic planning capabilities. The company serves individual clients (from CHF 200,000 minimum), self-employed professionals, and corporate entities through its GIP Horizon pension fund product.
Differentiator
Problem solved
Functional benefit
Brands
- GIP Horizon: Pension fund product offered by GIP SA for occupational pension planning, allowing companies to affiliate and manage employee pension assets with institutional management.
- Mercury (3A)
- Gemini (3A)
- Apollo (3A)
- NEXUS
Products and services
- Private Wealth Management Personalized wealth management service for private clients with assets from CHF 200,000, providing tailored support for managing, growing, and transferring wealth. Includes active management, an online portfolio dashboard updated monthly, tiered fee structure up to 1%, and an average mandate duration of 13 years.
- 3rd Pillar (3A) Management - Mercury, Gemini, Apollo Swiss 3rd pillar (3A) pension savings product with three portfolio strategies (Mercury, Gemini, Apollo) offering active and transparent management. Provides tax deductions up to CHF 7,258 per year (2025 ceiling) and charges a 0.65% annual management fee. Designed for employees and self-employed individuals seeking tax-efficient retirement savings.
- Vested Benefits (Libre Passage) Management Management of occupational pension assets (2nd pillar) that individuals retain when leaving a pension fund without joining a new institution. Offers active investment solutions with 0.65% annual management fees, no income or wealth tax while assets remain in the account, and withdrawal available from age 58.
- GIP Horizon Pension Fund (LPP) Occupational pension fund solution for Swiss companies providing institutional, independent management of employee pension assets with active diversified allocation, clear governance, and no hidden ancillary fees. Available starting from 1 employee with no retrocessions or conflicts of interest, operating under OPP2, LPP, and FINMA supervision.
- NEXUS Wealth Analysis Platform Proprietary analytical platform designed for private wealth management clients, providing a comprehensive analysis base for integrating each asset into the overall strategy. Features include consolidated wealth view, asset allocation analysis and long-term optimization levers, consolidated inventory of financial and non-financial assets, and instant net worth reading for strategic management.
Quantifiable outcome
- +100% cumulative portfolio performance over 15 years
- +4 more outcomes
Companies that use GIP
Customer profileSegments4 records
Ideal customer profiles3 records
GIP technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
GIP partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Non-specified IT partnersminorGIP collaborates with recognized partners for non-operational tasks including IT services. These partnerships support operational efficiency but are not core to the business model.
Scale indicators5 records
Recent moves5 records
Expansion highlights4 records
GIP competitors and assessment
Company assessmentBroad incumbents
- Julius Baer: Leading Swiss wealth manager focused on private banking for high-net-worth individuals globally. Provides broad incumbent comparison in Swiss private wealth management.
- Lombard Odier: Swiss private bank offering wealth management, asset management, and advisory services globally. Major incumbent competitor in Swiss wealth management space.
- Vontobel: Swiss wealth and asset manager offering private banking, investment management, and financial advisory. Provides incumbent comparison for Swiss-based wealth management services.
- Pictet Group: One of Switzerland's largest independent wealth and asset managers serving private and institutional clients globally. Provides broader context as a large incumbent Swiss RIA offering overlapping private wealth services.
Direct peers
- Mirabaud: Swiss private bank offering wealth management, asset management, and corporate advisory. Independent family-controlled ownership and Swiss wealth management focus make it comparable to GIP.
- Bonhôte & Cie: Swiss independent private bank providing wealth management and asset management to private clients. Independent ownership model and Swiss-focused wealth management services make it comparable to GIP.
- Landolt & Cie: Swiss private bank focused on independent wealth management for private clients. Boutique size and independent positioning make it a direct comparable to GIP.
- VZ Vermögenszentrum: Swiss independent wealth advisory firm offering fee-based wealth management, pension planning, and financial advisory to private clients across Switzerland. Highly comparable independent positioning and broad product suite make it a strong direct peer to GIP.
Emerging players
- Selma: Swiss fintech offering digital wealth management including 3A, vested benefits, and investment accounts. Competes with GIP's 3A and vested benefits offerings through a fully digital, low-fee model.
- True Wealth: Swiss digital wealth manager offering automated ETF portfolio management and 3A/pillar 3a accounts. Competes with GIP in the Swiss 3A and wealth management space, particularly for younger and more price-sensitive clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
GIP social profiles
Digital presenceGIP compliance and trust
Trust signalCompliance2 records
GIP financial estimates
Financial estimateRevenue estimate
Valuation estimate
GIP leadership team
Management profileNumber of profiles
Profiles7 records
GIP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GIP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about GIP
What does GIP do?
GIP provides independent wealth management services to Swiss private clients and corporate entities, including personalized private wealth management mandates (from CHF 200,000), Swiss 3rd pillar (3A) pension savings across three portfolio strategies (Mercury, Gemini, Apollo), vested benefits management (Libre passage), and the GIP Horizon occupational pension fund for companies. Services are supported by its proprietary NEXUS platform, which enables consolidated wealth analysis, asset allocation optimization, and integration of financial and non-financial assets into a unified strategy.
Is GIP a public or private company?
GIP is a private company. It is classified as management employee owned and is currently operating.
When was GIP founded?
GIP was founded in 2006. It employs 1 to 10 people.
Where is GIP based?
GIP is headquartered in Villars-sur-glâne, Switzerland, in the Europe region.
How does GIP make money?
Four revenue lines are on record. Private Wealth Management Fees are the primary driver. The others are 3rd Pillar (3A) Management Fees, vested Benefits Management Fees and pension Fund (LPP) Management.
Who are GIP's main competitors?
Broad incumbents on record are Julius Baer, Lombard Odier, Vontobel and Pictet Group. Direct peers are Mirabaud, Bonhôte & Cie, Landolt & Cie and VZ Vermögenszentrum. Emerging players are Selma and True Wealth.
Does GIP have an API?
No public API is recorded for GIP.
What industry is GIP in?
GIP's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 52394 and its SIC code is 6282.