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Pentagram joins CHF 60bn independent wealth manager alliance

Pentagram joins CHF 60bn independent wealth manager alliance

Lugano-headquartered Pentagram Wealth Management has joined the growing Alliance of Swiss Wealth Managers, which now has a combined total of CHF 60 billion in assets.

The alliance is an independent networking platform for larger wealth managers, made up of 25 leading players across Switzerland, all with more than CHF 1 billion in assets under management.

Established in 2005, Pentagram Wealth Management has offices in Geneva and Lugano. At present, the group has 25 employees across both offices, including investment management teams in both cities.

Speaking to Citywire Switzerland, Pentagram Wealth Management managing partner Giovanni Zürcher said: ‘In the challenging and demanding wealth management environment, sharing different views and exchanging know-how through extensive discussions is a privilege.

‘We are confident that being part of the ASWM will allow us to establish strong relations and find potential synergies through its great networking platform, as well as help us to seek constant growth and strengthen our client base.

The alliance holds regular meetings, during which members discuss a wide range of topics, including regulatory issues, investment ideas, information technology and infrastructure.

Having joined the alliance in October, Zürcher said the meetings will serve as a helpful platform to discuss and share best practices on IT, back office and other support services. He added that Pentagram will look for synergies on these.

The meetings will also create a healthy forum to cover the fast changing world and challenging regulatory framework, he said.

A growing network

The alliance was first created in May 2016 and is chaired by Felix Brem, partner at Reuss Private, and vice-chairman Amaury Jordan, partner at Avalor Investment.

The founding members of the alliance were Aquila & Co, Avalor Investment, Burgauer Huser Aman & Partner, Entrepreneur Partners, Forum Finance Group, Finaport, Helvetic Trust, Marcuard Heritage, OLZ & Partners, Reuss Private, Sound Capital, Swisspartners, Tareno and Weibel Hess & Partner. 

This year, Lugano-based Crossinvest became a member, as did Zug-based Zugerberg Finanz, Geneva’s Citadel Finance and Zurich-based group Nahmani Grunder.

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