• Assets under management
    (CHF)
    > 1 billion
  • Best mandate net performance 
    Q1 2024 
    +9.7%
  • Combined experience in the financial sector (years):

        537

  • Min. investment volume
    ~ 1 million
  • Number of 
    employees
    19

We are here to support you in making the right financial decisions. We provide precise analyses, offer clear explanations, and are ready to assist you with all aspects of your journey.

Our work is holistic, collaborative and always for your advantage.
–

  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team
  • LeoVest Team

Active or passive investment?

Why offer only one approach to investing when there can be benefits to both? Find out whether active or passive investment is best for you. Why not split your assets between these two portfolios, and let the performance speak for itself?

What we offer

No bets,
no emotions

–

Consistency is better than short-term gains. We don't try to be the top performer of the year. Our approach is methodological and proven. We pride ourselves in our consistent investment strategy that delivers strong results over time. 

Get in touch

Gain an independent advisor, keep your bank.

–

With LeoVest you benefit from an additional layer of servicing and oversight, without incurring additional costs. 
We work with the investment and trading desks at the bank, but as independent advisors we act on your behalf.  

Meet the team

What we believe
‘Innovative offering with two distinct philosophies, value-driven partnership and state-of-the-art infrastructure.’
–
Stephan Matti 

Founding Partner

How is your portfolio doing?
Would you like us to undertake a comparison?
Find out with a free portfolio analysis performed by our in-house experts. 

Arrange an appointment
Please use a modern web browser