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Our Philosophy
Trust, Integrity and Independence
Since 1995 Firminvest has been an 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.
Each of our four partners have between 25 to 40 years of experience in the financial industry, in particular in investment management. Their experience is complemented by the extensive expertise of our Investment Advisors and Associates.
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.
Firminvest AG holds a license of the Swiss Financial Market Supervisory Authority FINMA and is regulated by the supervisory organization AOOS.
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
- Implementation of an unconstrained and open investment universe
- Continuous portfolio supervision and risk management
- Long-term investment approach
- Capital preservation is as important to us as capital enhancement
We maximize our clients’ investment performance through:
- Providing access to highly competitive pricing with our custodian banks
- Focus on direct investments and cost efficient instruments to avoid double fee layers and to have full transparency
- Minimize portfolio turnover when appropriate to reduce transaction costs
- Tax efficient implementation of investment strategies
Asset management
With a «Discretionary Mandate» our clients delegate the investment decisions to us. Our clients choose how actively they want to be involved in the investment process. An «Active Mandate» allow our clients to participate in the investment process and interact with us.
Discretionary Mandate: Portfolio 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 our clients long-term strategic objectives and can take advantage of short-term opportunities.
Active Mandate: Investment Advisory
The clients are proficient users of financial markets and would like to receive personalized investment advice on specific investments. We thoroughly research investment ideas for and from our clients 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:
- Financial Consulting
- Private Markets & Real Estate
- Overall Investment Strategy
- Asset Structuring, Foundations & Trusts
- Succession Planning & Family Governance Consulting
- Asset and Portfolio Consolidation
- Tax Planning & Relocation
Our Know-how
Take advantage of our various backgrounds with over 150 years of knowhow.
Frédéric M. Chanson
Founder and Partner
Swiss, fluent in German and English. Lawyer (lic. iur., University of Zurich) with over 40 years of experience in Private Banking.
After ten years with Bank Julius Baer in 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.
He has specialized in growth equity and high-yield fixed income investments in European currencies as well as in the USD, for both domestic and international clients. For over 20 years he has served on the Board of Directors and invested in various start-up companies in both the United States and Switzerland.
Fabio L. B. Pelli
Founder and Partner
Swiss, fluent in German, French, Italian and English. Prior to his law 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 Swiss Bank Corporation / SBC (today UBS) in Lugano for three years. From 1980 until 1995 he worked as a Senior Client Relationship Manager at Bank Leu and Bank Julius Baer. As a Senior Vice President he looked after international private clients before he co-founded Firminvest in 1995.
Additionally, he acted as co-founder of the CP Global Pharma Fund in 1997 and was President of the Board at Valitas AG in the years 2007 to 2017, a leading provider for individual pension solutions.
Today, for his clients in Switzerland and abroad, he mainly invests in different equity sectors.
Ulysse O. Traub
Partner
Swiss, fluent in German, French and English. He 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.
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 ®).
Christoph Corrodi
Partner
Swiss, fluent in German, English and French. He started his career at UBS in Zurich in 1984. He was later working at UBS (Canada) and from 1985 to 1990 he worked as an investment adviser in Toronto and Montréal.
Thereafter, he worked at Hügi Bank in Zürich as Senior Client Relationship Manager. After the merger between Hügi Bank and VP Bank (Switzerland) in 1999, he additionally became a Member of the Management Board and ultimately CEO.
In 2003, he co-founded the investment management company Gebhard, Corrodi & Partners in Zollikon, which was amalgamated in 2011 with Fleming Family& Partners (Suisse). At the merged company, he was 3 years Member of the Management Board and Member of the Board of Directors. When Stonehage merged with Fleming Family & Partners at the end of 2014, he became CEO of the Swiss Investment Management unit and Member of the Board of Directors. He joined Firminvest in 2018.
Tim Bosshardt
Investment Advisor
Swiss, fluent in German and English. He started his financial career in 2012 at the Swiss private bank Vontobel where he eventually became a Junior Relationship Manager.
He then joined the independent asset manager Exandas AG in 2019 as a Business Manager. In addition, he has been a co-founder and an investor in various start-ups in the non-financial sector in Switzerland. In 2024 he joined Firminvest as an Investment Advisor.
He holds a Bachelor degree in Business Administration from the Zurich University of Applied Sciences (ZHAW School of Management and Law).
Contact us
Phone +41 44 288 36 36
Fax +41 44 288 36 33
Email info@firminvest.ch
Mail
Firminvest AG
P.O. Box 1721
CH-8027 Zurich
Courier
Firminvest AG
Stockerstrasse 48
CH-8002 Zurich
Firminvest AG