Sherpa Asset Management
Zurich investment manager founded in 2008 to manage a Belgian entrepreneurial family's assets and capital of like-minded investors, in public and private markets.
USEFUL FOR Fund managers raising capital · Business owners seeking a long-term partner · Co-investors
Family & background
- HEADQUARTERS
- Zurich, Switzerland
- OFFICES
- Brussels, Belgium
- FOUNDED
- 2008
Investment approach
- ROUTES
- Companies (own capital) · Funds (as LP)
- STRATEGIES
- Direct investmentsPrivate equityPublic equitiesFunds (as LP)
Overview
Sherpa Asset Management AG was founded in 2008 to run the investments of a Belgian family whose industrial business was sold around 1990, and it also manages capital from like-minded external investors. It became FINMA-regulated as an independent asset manager in 2015 and its investment vehicles are regulated by the CSSF in Luxembourg. It runs a multi-asset Liquid Strategy in public markets and a Private Enterprises strategy of direct and indirect investments, the latter through Sherpa Entrepreneurs Advisor in Brussels.
Investment thesis
Wealth preservation and long-term capital growth, with capital preservation and downside protection at the core; benchmark-agnostic investing in public and private markets, only in what it can analyse in-house.
People
- Vassilis KourmpetisCIO · source
- Samuel de MontmollinInvestment Analyst · source
- Olivier MoraliCEO, Private Equity (Sherpa Entrepreneurs Advisor) · source
- Thomas PlaquetVice President, Private Equity · source
- Vanessa W. BüsserCEO & CFO · source
- Ismail OnesHead of Operations · source
- Gilles PlaquetChairman · source
- Oliver D. WidmerVice Chairman · source
- Stephen R. MittelsteadtBoard Member and interim Risk Manager · source
- Jan UnverhauBoard Member · source
Frequently asked questions
Sherpa Asset Management is a family-anchored fund based in Zurich, Switzerland, founded in 2008.
Sherpa Asset Management invests its own capital into companies and in third-party funds as an LP. Its stated asset mix includes direct investments, private equity, public equities and funds (as lp).
Sherpa Asset Management invests in Food & Agriculture, HealthTech, Education, Software & SaaS and Biotech & Life Sciences.
Key people at Sherpa Asset Management include Vassilis Kourmpetis (CIO), Vanessa W. Büsser (CEO & CFO), Samuel de Montmollin (Investment Analyst) and Ismail Ones (Head of Operations).