Univest Family Office
Owner-managed Basel family office founded in 1957: long-standing single family office of its owner family that also manages assets for private and institutional clients.
Family & background
- FAMILY
- Ströher
- HEADQUARTERS
- Basel, Switzerland
- FOUNDED
- 1957
Overview
Univest AG (Univest Family Office) was founded in Basel in 1957 and describes itself as a long-standing single family office for its owner family that also serves private and institutional clients. It builds individual investment strategies, implements them at the client's chosen custodian banks with an investment committee overseeing strategic and tactical asset allocation, and acts as a central contact for financial and legal matters. Clients benefit from bank terms negotiated on the owner family's assets; the firm reports a team of about ten.
Investment thesis
Best investment quality with attractive return prospects at optimal terms, implemented with discipline, cost transparency and retrocessions credited to clients.
People
Frequently asked questions
Univest Family Office is a family-anchored fund based in Basel, Switzerland, founded in 1957.
Univest Family Office invests on behalf of the Ströher family.
Univest Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Univest Family Office include Dr. Beat Rauss (Chairman of the Board), Rolf Weber (Member of the Board), Kevin Weber (CEO) and Marc Gruber (Head of Asset Management).