SecureSafe
Our integrated investment strategy is geared towards increasing assets in a sustainable way with limited risk.
Wealth Management
Verium Wealth Management clients receive exclusive access to the full array of investable asset classes on a global scale. These are combined according to the individual needs and expectations into a well-balanced overall portfolio.
The aim is to generate an attractive, sustainable return over a long-term investment horizon and to avoid large asset fluctuations. At the same time, our clients receive holistic, sustainable and discreet advice.
Working with Verium
Understanding of entrepreneurial clients
Many years of successful collaboration with entrepreneurial clients
Industry-specific knowledge
Deep knowledge of a wide variety of sectors gained from assisting a large number of private equity companies
Attractive long-term investments
Access to attractive, exciting investment themes that ideally complement business assets and enable attractive, stable returns
Many years of experience with co-investments in the area of direct investments in a wide variety of industries
Professional asset monitoring
Consolidated, customized reporting across all asset classes (including real estate) and mandates/investments to guarantee transparency at all times and manage risks in an optimal way
Asset growth by an entrepreneurial strategy
With our entrepreneurial, independent investment strategy, our clients sustainably achieve more stable, better returns than classic strategies. Every portfolio is set up individually according to the needs of the entrepreneur or family and their income targets. This allows our clients to implement their own visions and goals along with a trustworthy partner.
Matthias Huber
Managing Partner and Head of Asset Allocation
Sparring Partner for Venture Investments
We also bring many years of expertise in the analysis and selection as well as the subsequent management of innovative growth companies in the start-up, venture and co-investment sector. Here we can assist our clients, either in the selection of new exciting projects or in the assessment of existing investments.
Thomas Uibel
Investment Manager
Manager Selection as key for superior returns
After a scientifically and statistically based preselection of investment managers, we place a strong emphasis on a qualitative assessment. Above all, the resilience of the strategy, the sustainable investment philosophy, the commitment and independency of the manager as well as innovation and transparency are important factors that must give us the confidence to select one manager amongst all others.
Emilie Heinimann
Investment Director
Value creation with Real Estate investments
Our investments in real estate development projects are an ideal building block in a diversified portfolio, as they provide an attractive return and in addition embody our entrepreneurial approach. By actively designing the investment structure, we can fully represent the interests of our investors.
Jonas Birk
Investment Director
Sustainability & Impact Investing
Creating sustainable value is one of our core concerns. Integrating sustainability considerations not only helps us avoid investment risks, but more importantly, it allows us to identify interesting opportunities with positive impact and help clients reflect their personal values and beliefs in their investment decisions.
Andrea Weber
Investment Manager
Innovative Investing
For more than ten years, I have been attending the Verium strategic allocation meetings in Zurich and am delighted with the joint successes, experiences and insights. If you think that you are an experienced investor or entrepreneur and have seen it all, then it's time to take a closer look at Verium, with its highly motivated and inspiring team with innovative investment ideas in both liquid assets and direct entrepreneurial investments.
Thorsten Querg
Member of the Investment Committee
Matthias Huber
Managing Partner and Head of Asset Allocation
Asset growth by an entrepreneurial strategy
«With our entrepreneurial, independent investment strategy, our clients sustainably achieve more stable, better returns than classic strategies. Every portfolio is set up individually according to the needs of the entrepreneur or family and their income targets. This allows our clients to implement their own visions and goals along with a trustworthy partner.»
Thomas Uibel
Investment Manager
Sparring Partner for Venture Investments
«We also bring many years of expertise in the analysis and selection as well as the subsequent management of innovative growth companies in the start-up, venture and co-investment sector. Here we can assist our clients, either in the selection of new exciting projects or in the assessment of existing investments.»
Emilie Heinimann
Investment Director
Manager Selection as key for superior returns
«After a scientifically and statistically based preselection of investment managers, we place a strong emphasis on a qualitative assessment. Above all, the resilience of the strategy, the sustainable investment philosophy, the commitment and independency of the manager as well as innovation and transparency are important factors that must give us the confidence to select one manager amongst all others.»
Jonas Birk
Investment Director
Value creation with Real Estate investments
«Our investments in real estate development projects are an ideal building block in a diversified portfolio, as they provide an attractive return and in addition embody our entrepreneurial approach. By actively designing the investment structure, we can fully represent the interests of our investors.»
Andrea Weber
Investment Manager
Sustainability & Impact Investing
«Creating sustainable value is one of our core concerns. Integrating sustainability considerations not only helps us avoid investment risks, but more importantly, it allows us to identify interesting opportunities with positive impact and help clients reflect their personal values and beliefs in their investment decisions.»
Thorsten Querg
Member of the Investment Committee
Innovative Investing
«For more than ten years, I have been attending the Verium strategic allocation meetings in Zurich and am delighted with the joint successes, experiences and insights. If you think that you are an experienced investor or entrepreneur and have seen it all, then it's time to take a closer look at Verium, with its highly motivated and inspiring team with innovative investment ideas in both liquid assets and direct entrepreneurial investments.»
Professional investment structure
Verium’s wealth management approach includes analyzing all available asset classes on a global scale and including them in portfolio construction. To facilitate this approach, the investment committee meets with Verium members and external, independent investment experts once per quarter. The primary elements of a portfolio are made up of five core components. The wealth management team selects the best managers globally or makes direct investments with experienced partners.
Core components of investing
These investment themes are the basis for attractive long-term returns.
Direct Investments
Private Equity indirect
Equity Themes
Private Debt
Real estate
Higher returns
We use broad asset diversification across various types of investments to strive for higher yields with lower fluctuation than traditional portfolios.
