«Orchestrating your wealth across generations –
backed by independence and vast experience.»
Philosophy
In tune with your needs
We are active wealth managers: we orchestrate, preserve and aim to increase wealth over generations – with the same care for you and your family as for ourselves and our families.
Never missing a beat
We instinctively understand your circumstances, the challenges you face and the issues that concern you. We are a consistent, dependable partner you can trust in every aspect of your wealth.
Accentuating our strengths
We offer traditional, global portfolio management and comprehensive related services for wealthy families and institutions. Our vast experience spans the entire spectrum of the global investment universe and multiple market cycles. We have access to a broad, international network. We play to our strengths by accentuating our specialisation in alternative investments and Asia. Our wide-ranging expertise in family governance issues and prudent succession planning is also at your disposal.
With a distinctive character
The wealth strategy best attuned to your needs is one that reflects your aspirations, desires and concerns. Implementing an investment strategy is akin to conducting an orchestra. Both involve systemically selecting and analysing the finest talents and their instruments, balancing them against each other and uniting them into a complete performance.
Rigorously independent
Your interests and needs are our sole motivation. For that reason, we have consistently refrained from issuing our own financial products. We pride ourselves on being unconditionally transparent. We address and avoid any conflict of interest rigorously.
Services
Konrad Zehnder Wealth Partners focuses on active portfolio management and wealth-related family office services.
«We are well versed
in the harmonics of asset allocation.»
Active portfolio management
Cellists have an instrument of immense acoustic and expressive potential at their disposal. The global investment universe is equally broad and diverse. Thanks to many years of experience in multiple fields of finance, we are able to access a broad spectrum of instruments and use them to implement your investment strategy. This includes direct investments in our home market, passively and actively managed funds, alternative investments as well as investments in Asia.
We focus on absolute returns rather than averages or benchmarks while paying due regard to risks. Our aim is to preserve and compound your wealth over time.
Our traditional global portfolio management repertoire includes:
- working with you to craft your individual investment strategy and financial planning based on your personal needs and risk appetite
- implementing your tailor-made strategy via direct investments in equities and bonds in your home market, actively and passively managed funds as well as alternative investments and investments in Asia
- systematically selecting and analysing the best talents and opportunities in the various asset classes and themes, drawing on our proven expertise and international network
- managing your entire portfolio on a discretionary basis – or part of it dedicated to implement the allocation to alternative investments and Asia. If desired, your investment strategy can also incorporate ESG (environmental, social and governance) criteria
- meticulously controlling your investments and supplying you with comprehensive reporting
- analysing your investment risks, factoring in the correlation between individual investments and their influence on your overall asset situation and making the necessary adjustments
- complying with strict principles with regard to asset allocation. This includes striking a sensible balance between costs and benefits, adopting a systematic best-in-class approach, and maintaining a clear focus on real value growth.
«When it comes to supporting
wealthy families and institutions,
we have mastered all the scales.»
Family office services
Playing the piano is a demanding activity: you have to read the score, coordinate hand and finger movements, find the right rhythm, bring out the right nuances and interpret the piece. The wealth issues facing families and institutions are equally challenging and multifaceted. Like a concert pianist, we expertly combine notes and chords to deliver solutions based on many years of practical experience – especially as you prepare to pass on your wealth to the next generation.
What we can do for you and your family.
- Facilitate the prudent transfer of your wealth to the next generation through meticulous structuring, dependable organisation and precise monitoring
- Plan and coordinate the associated national and international tax issues through our network of experienced partners
- Assist you in setting up a practicable family governance structure
- Advise you on all aspects of philanthropy
- Act on your behalf or alongside you in foundations, family boards, boards of directors, etc.
Portrait
About us
Originally founded in 2003, Konrad Zehnder is an independent wealth manager. Our clients are wealthy individuals and families, trusts, charitable foundations and pension funds. We orchestrate our clients’ wealth in their best interests, backed by wide-ranging international experience, intense dedication and an extensive network. Our repertoire comprises active portfolio management and judicious support for families and institutions in all wealth-related issues.
- Swiss Financial Market Supervisory Authority FINMA - Asset Manager Authorisation since July 2022
- Independent Swiss Supervisory Organization: FINcontrol Suisse AG, Zug
- Self-Regulatory Organisation: Verband Schweizerischer Vermögensverwalter / VSV
- Ombudsman's Office: OFS Ombud Finance Switzerland
16 Boulevard des Tranchées, 1206 Genf, Switzerland
+41 22 808 04 51 / www.ombudfinanace.ch
- FIDLEG Information about Konrad Zehnder Wealth Partners AG: PDF (145 KB)
- Privacy Policy of Konrad Zehnder Wealth Partners AG: PDF (100 KB)
Team
The team of Konrad Zehnder Wealth Partners combines many years of international experience with proven expertise in active portfolio management and family office services.
Albert Konrad
Senior Partner
Dr Dominik E. Zehnder
Senior Partner
Albert Konrad
Senior Partner
«Our clients have goals, we have expertise.»
Albert Konrad has been a Partner of Konrad Zehnder Wealth Partners (formerly Kehrli & Zehnder Global Wealth Management) since 2009. He specialises in portfolio management, wealth and succession planning and philanthropy.
Previously he was Managing Director at Credit Suisse Private Banking Switzerland. He held Senior Management positions in Private Banking, Risk Management and Corporate Banking for 19 years. Prior to that he worked in Investment Banking at Credit Suisse First Boston in London and in Corporate Banking Europe at Credit Suisse.
Albert Konrad is a Swiss Certified Banker and studied at the Swiss Finance Institute in Zurich, INSEAD in Fontainebleau and Columbia University in New York. He also holds a CAS in Social Entrepreneurship from the University of Basel.
Dr. Dominik E. Zehnder
Senior Partner
«Every client gets personal attention from a partner. We are fully independent and uncompromisingly client-focused.»
Dominik E. Zehnder co-founded Konrad Zehnder Wealth Partners (formerly Kehrli & Zehnder Global Wealth Management) in 2003 and has been a partner ever since. Within wealth management he specialises in asset allocation, private equity and hedge fund investments. He has close ties to major family offices, which provides an edge in the sourcing of co-investment opportunities. His international network extends to Asia, North and South America. He lived and worked in Japan for two years.
Prior to that he spent nine years in the Wealth Management division of Goldman Sachs, five of them as an executive director.
Dominik E. Zehnder studied law at the Universities of Geneva and Zurich and obtained his doctorate from the latter. He also has an MBA from Harvard Business School.
Pablo Frei
Partner und CIO
Michael Wyss
Partner und CEO
Pablo Frei
Partner and CIO
«Risk-free interest? We’ve been focusing on risk-adjusted absolute returns for years.»
Pablo Frei is a partner and CIO and has been with Konrad Zehnder Wealth Partners (formerly Kehrli & Zehnder Global Wealth Management) since 2015.
He runs portfolio and asset management with a passion for global financial markets. He has been analysing financial markets with a focus on alternative investments for clients for almost 20 years. Previously he was a partner at QCAM Currency Asset Management AG, where he headed the external investments division. He began his financial services career as an analyst at Dr. Höller Vermögensverwaltung AG, a pioneer in sustainable investments (ESG), in 2001. He started his professional career with WICOR Holding, a global leader in solutions for the healthcare and energy sectors.
Pablo Frei holds a Bachelor’s in Banking & Finance from ZHAW Zurich University of Applied Sciences and is a Chartered Alternative Investment Analyst (CAIA).
Michael Wyss
Partner and CEO
«Consistency, reliability and trust are the hallmarks of our owner-run company.»
Michael Wyss has been a partner and CEO of Konrad Zehnder Wealth Partners (formerly Kehrli & Zehnder Global Wealth Management) since spring 2019. His specialisation within wealth management is integrated financial advice.
He previously headed the private banking segment at Bank Linth LLB AG. Prior to that he spent almost 30 years in various functions at Credit Suisse, most recently as head of the Upper Lake Zurich market area based in Rapperswil. After completing his banking training he was initially a trader at Credit Suisse First Boston in the short-term interest rate (STIR) business before switching to private banking in 1999. In his initial years there he was Head of Investment Consulting for the Lake Zurich region, catering to trading-oriented private banking clients. Between 2004 and 2009 he was responsible for a private banking team at Paradeplatz and later for the Zurich-West market area. While with Credit Suisse he spent two years in Geneva, one year in Guernsey and three years in Singapore.
Michael Wyss is a Swiss Certified Banking Specialist and Certified Financial Analyst and Portfolio Manager (AZEK).
Michael Wyss verfügt über Abschlüsse als Eidg. dipl. Bankfachmann und als Dipl. Finanzanalytiker und Vermögensverwalter AZEK.
Marianne Herren
Account Manager
Pascal Demierre
Junior Portfolio Manager
Marianne Herren
Account Manager
«In addition to good performance, flawless processing is also crucial for the satisfaction of our customers.»
Marianne Herren joined Konrad Zehnder Wealth Partners (formerly Kehrli & Zehnder Global Wealth Management) in autumn 2019. She is responsible for the administrative tasks within the firm.
Over the past three decades, Marianne has built up a wealth of experience in the financial sector. She has worked for various private banks in portfolio management and private banking. From 2013 to 2019, she worked for two independent asset managers in Zurich, where she was responsible for administrative tasks as well as compliance and organisational tasks.
Pascal Demierre
Junior Portfolio Manager
«Through careful selection of managers, we strive to be ready for all market conditions.»
In June 2023, Pascal Demierre joined Konrad Zehnder Wealth Partners as a Junior Portfolio Manager. His primary responsibilities include assisting with the daily monitoring and adjustments of client portfolios. He also manages the internal fund database and aids the team in selecting fund managers and analyzing funds. Additionally, Pascal independently oversees smaller projects and provides support for various administrative tasks.
Pascal began his journey in finance at Bank Vontobel in 2019, within the tax department. There, he assisted relationship managers with diverse tax-related matters and helped in preparing tax statements.
Before his role at Bank Vontobel, Pascal attended high school in Zurich with a focus on economics and also worked part-time. Outside of his professional life, Pascal is passionate about sports and serves as a grenadier in the Swiss Army.
He is currently furthering his knowledge in the Banking & Finance program at ZHAW in Winterthur.
News
The «Publications» section includes our regularly published investment comments. The «News» section contains the latest information about our company, from media releases and guest articles to interviews in the specialist media.
TOP TEN THEMES FOR 2024
- Rates will remain in the current ball park
- Inflation should be in check
- SME and European equities
- The „Mag Seven“ should be part of every global equity portfolio
- Regional bank stocks / Energy stocks / Defense
- Gold mining
- China – an interesting contrarian call
- Japan
- Swiss Francs
- Gold may be in for another significant leg up.
Investment Comment January 2021
- There is no alternative (TINA) to Equities
- Risks to our base case
- Don’t hold fixed income as a hedge against equity losses
- Post-Covid winners
- BREXIT will boost sentiment
- ESG and alternative energy
- The US dollar and emerging markets
- Gold and bitcoin can co-exist
- Blockchain continues its march
- Portfolio protection