About Us

St. Gotthard Wealth is a finma-licensed independent wealth management company based in Switzerland. Founded by a group of experienced investment professionals, we aim to invest our client assets as we do our own.

Company history​

A group of experienced investment professionals founded the company with the purpose of offering modern and innovative wealth management in a quickly-changing environment where traditional approaches are set to underperform in the coming decade. The base question we wanted to address: How do we invest our own money in such an environment and how can we scale this approach to serve our clientele, by offering to invest in exactly the same way as we manage our own assets?

We set up our headquarters in Zug and started operations in late 2019, supported with venture capital from a Cyprus-based investment company.

Very early on, we have entered into co-operation with a number of high-quality corporate partners in services that can be outsourced, such as compliance and tax & accounting services, giving us the time to dedicate our focus on investments and the development of client relationships. Co-operations with partners demonstrating a proven track record and superior quality in the field of investments have also been developed, giving our clients and ourselves access to successful niche strategies.

Thanks to our network of experienced advisors, among Switzerland in Dubai and the UK, we have a wide geographical reach when it comes to servicing our clients. We work with prime custody banks in Switzerland and are looking to expand the jurisdictions of our custody banks.

Milestones

2019
April

Thought of "How do we change the way our money is being managed?"

May

Idea generation of STGFM: manage our money, offering to do the same with our clients' assets

June

Quonota Investments Ltd. provides the venture capital for our business in becoming majority shareholder

July

Incorporation of St. Gotthard Fund Management AG (STGFM)

October

Co-operation with Swisscomply, a leading specialist in regulatory and legal complianc

November
Starting operations within premises at Gotthardstrasse 14 in Zug,
Switzerland
December
Service-level agreement with Quonota Investments on digital assets
2020
February
Christian Tanner takes over role as Chief Operating Officer (COO)
March
Onboarding of first client at STGFM’s wealth management services (discretionary mandate)
April
Launch of our first AMC: Swiss Enhanced Dividend Strategy (SEDS)
May
Inaugural launch of STGFM’s Cayman-based crypto fund (DAIG)
July
Co-operation with Sussex Partners, an experienced hedge fund advisory company with a global presence
August
Daniel Egger takes over role as Chief Investment Officer (CIO)
November
Tim Fox joins as investment advisor in Dubai
December
Implementation of Assetmax portfolio management system
2021
January
Going live with our innovative wealth management style that we call “the bucket approach”
October
Co-operation with Silex Partners
December
Our crypto fund DAIG reaches USD 10m in Assets under Management
2022
January
Launch of Crypto Tracker Certificate with IS Partners
January
Obtained Finma license as a portfolio manager
August

Launch of our new website

November

Changes in the board of directors. Daniel Gerber joins and Igor Vishnevskiy and Sergey Radchenko step down. Stefan Bollhalder takes on the role of president.

November

St. Gotthard Fund Management changes its name to St. Gotthard Wealth.

Unsere Philosophie

Vertrauen liegt im Kern jeder Vermögensverwaltung. Wir versuchen, das Vertrauen unserer Kunden darin zu bestätigen, indem wir transparent in die verschiedenen Anlageklassen investieren, das Tail-Risiko reduzieren und unsere eigenen Interessen mit denen unserer Kunden in Einklang bringen. Wir glauben an die Werte Transparenz, Aufrichtigkeit und das ständige Streben nach einer hohen Dienstleistungsqualität.

Indem wir an der Seite der Partner und des Managements des Unternehmens investieren, profitieren unsere Kunden von unserer umfassenden Erfahrung und Kenntnis der globalen Finanzmärkte. Dank unseres innovativen Vermögensverwaltungskonzepts wird das Anlageportfolio jedes einzelnen Kunden auf seine speziellen Bedürfnisse und Anforderungen zugeschnitten. Darüber hinaus bieten wir Nischen-Anlagestrategien an, bei denen wir dank unserer Erfahrung auf den traditionellen Märkten und unserem breiten Netzwerk im Bereich der digitalen Vermögenswerte einen Vorteil gegenüber unseren Mitbewerbern aufweisen.

Team​

Investment management lies at the core of our team‘s experience, with two seasoned investment heads of mid-sized Swiss private banks covering the traditional asset classes, and a strong research capability as well as a wide network in the digital asset space.

Each individual has more than 20 years of experience in the financial industry, with numerous reputable employers in Switzerland and abroad. We are an international team with strong roots in Switzerland.

Careers

St. Gotthard Wealth is always interested in talking to highly motivated financial professionals with existing experience in investment management, private equity, multi-family office services and digital assets sector.

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    Head Office

    Gotthardstrasse 14
    6300 Zug
    Switzerland

    General enquiries
    St. Gotthard Wealth Ltd. is licensed by the Swiss Financial Market Supervisory Authority FINMA as a Portfolio Manager and subject to ongoing supervision by the independent Swiss Supervisory Organization FINcontrol Swiss Ltd. Our officially recognized ombudsman is Finanzombudsstelle Schweiz FINOS. UID/VAT: CHE-255.944.727 – LEI: 5067008Y90MI4N1PUU89 – GIIN: 7I025J.99999.SL.756 | © Copyright 2022 St. Gotthard Wealth. All rights reserved
    2019
    April

    Thought of "How do we change the way our money is being managed?"

    May

    Idea generation of STGFM: manage our money, offering to do the same with our clients' assets

    June

    Quonota Investments Ltd. provides the venture capital for our business in becoming majority shareholder

    July

    Incorporation of St. Gotthard Fund Management AG (STGFM)

    October

    Co-operation with Swisscomply, a leading specialist in regulatory and legal compliance

    November

    Starting operations within premises at Gotthardstrasse 14 in Zug,
    Switzerland

    December

    Service-level agreement with Quonota Investments on digital assets

    2020
    February

    Christian Tanner takes over role as Chief Operating Officer (COO)

    March

    Onboarding of first client at STGFM’s wealth management services (discretionary mandate)

    April

    Launch of our first AMC: Swiss Enhanced Dividend Strategy (SEDS)

    May

    Inaugural launch of STGFM’s Cayman-based crypto fund (DAIG)

    July

    Co-operation with Sussex Partners, an experienced hedge fund advisory company with a global presence

    August

    Daniel Egger takes over role as Chief Investment Officer (CIO)

    November

    Tim Fox joins as economic advisor in Dubai

    December

    Implementation of Assetmax portfolio management system

    2021
    January

    Going live with our innovative wealth management style that we call “the bucket approach”

    October

    Co-operation with Silex Partners

    December

    Our crypto fund DAIG reaches USD 10m in Assets under Management

    2022
    January

    Launch of Crypto Tracker Certificate with IS Partners

    January

    Obtained Finma license as a portfolio manager

    August

    Launch of new website

    November

    Rebranding and name change to St. Gotthard Wealth

    (Subject to FINMA approval)

    November

    Change in the Board of Directors. Daniel Gerber replaces Sergey Radchenko and Igor Vishnevskiy. Stefan Bollhalder takes over as Chairman.

    (Subject to FINMA approval)