Our Philosophy

«Trust, Integrity and Independence»
Since 1995 Firminvest has been serving as independent asset manager for its Swiss and international clients. We implement fully custom-made investment strategies for our clients based on their needs and specific requirements.

Together our partners have over 120 years of experience in the financial
industry, in particular in investment management.

With this extensive know-how, we develop individual and suitable solutions together with our clients. The defined goals as well as their implementation will be continuously monitored by the client’s dedicated Partner.

Since 2010 Firminvest is a member of the Swiss Association of Asset Managers | SAAM

Our Services

All our investment services are based on the following principles: 

  • Fully custom-made investment strategies
  • Diversified investment approach
  • Implement an unconstrained and open investment universe
  • Continuous portfolio supervision and risk management

We maximize our clients’ investment performance through:

  • Low execution cost by providing access to highly competitive pricing with custodians and brokers
  • Focus on direct investments and cost efficient instruments to avoid double fee layers
  • Minimize portfolio turnover when appropriate to reduce transaction costs
  • Tax efficient implementation of investment strategies

We offer distinct investment services:

Advisory mandates allow our clients to participate in the investment process and interact with us. With the discretionary mandate our customers delegate the investment decisions to us. Our clients choose how actively they want to be involved in the investment process.

Discrectionary Asset Management

Our clients appreciate the peace of mind when delegating investment decisions to us. We implement an individual investment strategy that is set up and agreed upon their requirements. Each portfolio is invested based on their long-term strategic objectives and can take advantage of short-term opportunities.

Active Advisory

The customers are proficient users of financial markets and would like to receive personalized investment advice on specific investments. We thoroughly research investment ideas they are considering and provide them with our unbiased expert view. While we implement their individual investment strategy, they receive a regular flow of investment proposals from us. The clients appreciate a high level of interaction while the final investment decision remains with them.

Family Office Services

Beyond conventional investment services we support our clients with the following custom-made solutions, which are developed together with our extended, established and professional network:

  • Asset-/portfolio Consolidations
  • Executor Mandates
  • Financial Consulting
  • Foundations & Trusts
  • Real Estate
  • Succession Planning
  • Tax Planning

Our Know-how

Take advantage of our various backgrounds with over 120 years of knowhow.

Frédéric M. Chanson

Swiss, Born 1955, fluent in German and English Lawyer (LLM, University of Zurich) with over 30 years’ experience in Private Banking.

After ten years with Bank Julius Baer Group Zurich, of which two years in the representative office in San Francisco, he left as a Senior Vice President in 1995 to co-found Firminvest AG.

Equity and high-yield fixed income investing on a global basis for both domestic and international clients. He has an extensive knowledge in biotech investments and co-founded the CP Global BioPharma Fund in 1997 (www.pmg-fonds.ch) Experience as a director in various startup companies in the United States and Switzerland.

Fabio L. B. Pelli

Swiss, born 1954, fluent in German, French, Italian and English.

Prior to legal studies in Geneva he attended a nine-month course in international banking at HSBC Midland Bank Limited in London followed by an 18-month stage at bank Credit Commercial de France in Paris.

After his studies at the University of Geneva, he joined the private banking department at UBS in Lugano for three years. From 1980 until 1993 he worked as a senior client relationship manager at Bank Leu and Bank Julius Baer. He was a Senior Vice President at Julius Baer, looking after international private clients, before he co-founded Firminvest in 1995.

He also acted as co-founder of the CP Global Pharma Fund in 1997 as well as co-founder and president of the board at Valitas AG, a leading firm for individual pension solutions.

Ulysse O. Traub

Ulysse started his financial career over 30 years ago as a bond trader at Swiss Exchange. Thereafter, he joined the institutional asset management group for Pictet and Bank Leu in Zurich and Geneva, where he managed balanced, fixed income and equity mandates for institutional investors and pension funds.

In 1998 he joined Schroders, where he was responsible for managing discretionary mandates for international high-net-worth clients.

From 2011 until 2017 he worked as Senior Investment Manager at Stonehage Fleming in Zurich before joining the investment boutique Firminvest Ltd as a Partner. In 2018 he became registered in Canada with Firminvest Asset Management Canada Inc.

He graduated with an Executive Master Degree in Financial Consulting from the University of Applied Sciences in St. Gall, is a Chartered Market Technician (CMT) chart holder since 1999. In 2005 he qualified as a Certified Financial Planner (CFP ®). He is fluent in German, French and English.

Danièle von Ballmoos
Business Development

Swiss born, fluent in German, English, Spanish and French, with 20 years of experience in the financial sector. She holds an international MBA from University of St. Gallen and Rotman School of Management in Toronto.

After her studies of Communication Sciences at University of Fribourg, she went to the UK to obtain a Masters in Marketing at Bournemouth University. Subsequently she started her career at the marketing department of Vontobel Asset Management AG. She worked ten years at Bank Vontobel AG in different departments until she left as Director to join Credit Suisse International Private Banking. This move was followed by expanding the knowledge at the Financial Departments of the consulting firms Price Waterhouse Coopers and Ernst & Young. Before joining Firminvest she worked for an alternative investment boutique based in New York City with a focus on structured credits, convertible bond arbitrage and merger arbitrage.

Contact us

Firminvest AG
Stockerstrasse 48
Postfach 1718
CH-8027 Zürich

Phone +41 44 288 36 36
Fax +41 44 288 36 33


Firminvest AG