Repositioning our company

We are repositioning our company!

St. Gotthard Wealth is rebranding from St. Gotthard Fund Management and we change our Board of Directors.

FINMA-licenced St. Gotthard Wealth, formerly St. Gotthard Fund Management, is happy to announce its new brand “St. Gotthard Wealth”(STGW). „We took the view that with our new name St. Gotthard Wealth, we are better able to transport our company’s mission which is to align our clients‘ requirements and needs with our own as investors“, says Stefan Bollhalder, the Zug-based company’s Chief Executive Officer.

As a provider of innovative and successful investment strategies, St. Gotthard Wealth since its inception in 2019 has been able to deliver superior risk-adjusted returns to its clientele. With a new approach to investing that deviates from the well-trodden asset-class-centric approach many private banks still follow, STGW’s clients in a difficult 2022 to date have already profited from STGW’s focus on reducing drawdowns in an adverse market environment.

Due to the geopolitical developments with Russia’s invasion in Ukraine, STGW decided to reposition its focus and service offering, with a stronger focus on Switzerland, Europe, and selective emerging markets, in a pivot away from Eastern Europe.

We also took the decision to change our Board of Directors, which is now comprised of only Swiss nationals, in addition to the executive board consisting of only Swiss nationals. New board members Daniel Gerber and René Kurmann (CVs here) will replace former chairman Sergey Radchenko and board member Igor Vishnevskiy, respectively. Stefan Bollhalder, in addition to his position as Chief Executive Officer, will succeed Sergey in the role of chairman. We are deeply indebted to both Sergey and Igor for their valuable contribution to STGW’s development, for which we would like to offer our deep gratitude.

(left: Daniel Gerber, right: René Kurmann)

STGW aims to further grow by onboarding entrepreneurial relationship managers who are looking for a dynamic and innovative external asset manager to work with, based on our values of transparency, honesty, and a constant focus on high quality service provision. We are also open to onboarding other external asset managers (EAMs) who have not received the FINMA licence necessary to continue their services in 2023 due to regulatory changes.

All the changes are subject to FINMA approval.