Clavis Partners
FINMA-supervised independent wealth manager and multi-family office in Zurich, run by the Mueller family; discretionary and advisory mandates in listed equities.
Identity
- HEADQUARTERS
- Zurich, Switzerland
- FOUNDED
- 2019
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- STRATEGIES
- Public equities
Overview
Clavis Partners AG is an independent wealth manager in Zurich that describes itself as a multi-family office run by the Mueller family and partners in the third generation. Its roots go back to a financial network formed in the 1960s; the current company was founded in 2019 and is supervised by FINMA. It offers discretionary, advisory and execution-only mandates from CHF/USD/EUR 500,000, with family-office services such as succession planning, governance and tax support, and the family invests its own assets alongside clients.
Investment thesis
Actively managed strategies selecting quality companies in sectors expected to outperform, based on fundamental and quantitative signals, with the flexibility to hold cash.
People
- Damian A. MüllerFounder · source
- Ronny MüllerPartner · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Clavis Partners is a multi family office based in Zurich, Switzerland, founded in 2019.
Clavis Partners invests on behalf of the Mueller family.
Clavis Partners does not publicly state whether it invests directly or through funds. Its stated asset mix includes public equities.
Key people at Clavis Partners include Damian A. Müller (Founder) and Ronny Müller (Partner).
Yes. Clavis Partners manages capital from outside investors.