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A small house, deliberately so.
Chartvalor AG is an independent Swiss asset‑management partnership, founded in 1997 and based on Tessinerplatz in Zürich‑Enge. We have no branches, no sales targets, and no product we are trying to sell you.
Chartvalor was founded in 1997 as an independent asset‑management partnership. For more than a quarter of a century we have served private clients and families from our office on Tessinerplatz in Zürich — advising on wealth through many market cycles and three regulatory regimes.
Our single business is asset management and investment advisory. We accept a limited number of clients, know each of them personally, and are deliberately structured to keep it that way. Being small is a posture: it allows us to say no to the transactions everyone else is crowding into, and yes to those that require the patience nobody else has budgeted for.
Chartvalor AG is an independent Swiss asset manager, regulated in Switzerland via an approved self‑regulatory organisation (SRO) supervised by FINMA. Client assets are always held in custody at the client’s chosen Swiss bank — we never touch them.
What we set out to do.
Chartvalor exists to preserve and grow the wealth entrusted to us, patiently and prudently, within each client’s specific risk profile. Our stated objective is simple and unfashionable: long‑term partnerships in a spirit of trust, built on decades of experience in markets and portfolio management, with security as the baseline discipline of every mandate.
We work independently of any single bank, investing with careful diversification and a best‑in‑class selection — choosing the right instrument for the client’s purpose, not the instrument that happens to be convenient for a product desk.
Briefly — what Chartvalor is.
Chartvalor AG is an independent Swiss asset‑management partnership with its seat in Zürich. The firm is owned by its partners; there is no parent company, no external shareholder, and no product distribution mandate behind our advice. The partnership structure is what allows us to keep continuity of judgement across decades, and to remain answerable only to our clients.
Our operations, technology and risk controls are built for a small institutional set‑up: modest by design, but held to the same standards expected of much larger houses.
Governance.
The Board of Directors is chaired by Felix Krämer, a Swiss certified banker and founding partner of the firm. Together with the Executive Committee — Martin Leuenberger (CEO) and Dr. Thierry Delley (Deputy CEO) — the Board is responsible for the strategic direction of the house, the integrity of its governance and the oversight of risk, compliance and audit.
Board members are active partners of the firm. They are not distant fiduciaries: they are the people you will meet when you walk through our door.
Legal & regulatory.
Legal name — Chartvalor AG, a Swiss Aktiengesellschaft (AG), seated at Tessinerplatz 7, CH‑8002 Zürich‑Enge.
Regulation — Chartvalor AG is authorised in Switzerland under FINIG / FIDLEG (in force since 1 January 2020) and supervised via an approved self‑regulatory organisation under the oversight of FINMA, the Swiss Financial Market Supervisory Authority.
Ombudsman — an independent ombudsman is available to clients in the (rare) case of a disagreement that cannot be resolved directly with the house.
Fifteen partners, one roof.
The partnership spans Swiss certified bankers, wealth management advisors, finance Ph.D.s, MBAs, and CFP® professionals. The partners manage client relationships personally and are co‑owners of the house — which means their incentives are aligned with the long‑term outcomes of the clients they serve.
See the full team page for the complete list, with direct telephone numbers for every member of the partnership.
A coffee, on Tessinerplatz.
The door at Tessinerplatz 7 is a short walk from Bahnhof Enge. Call ahead, or drop us a line — we are listeners first.
Visit & contact →Direct lines
CH‑8002 Zürich‑Enge