Swissprivate
Zurich multi-family office founded 2003 by Jürg Kállay; bank-independent advice on overall investment strategy for over 30 mandates of families, individuals and foundations.
Identity
- HEADQUARTERS
- Zurich, Switzerland
- FOUNDED
- 2003
Overview
Swissprivate AG was founded in Zurich in 2003 by Jürg Kállay as an independent Swiss multi-family office. It advises more than 30 mandates, mostly families, private individuals and foundations, on the investment strategy for their total wealth, supports implementation with their banks and reports on results and costs. It states that it acts independently of banks, asset managers and brokers.
People
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
Swissprivate is a multi family office based in Zurich, Switzerland, founded in 2003.
Swissprivate does not publicly state whether it invests directly or through funds.
Key people at Swissprivate include Dr. Jürg Kállay (Founder & Managing Partner), Philip Geiger (Chief Operating Officer), Rolf Hänni (Member of the Board of Directors) and Robert Schierl (Consultant).