Swiss Wealth Manager Rebrands As LeoVest Partners AG

Editorial Staff

27 November 2024

Green Wealth Partners AG, a Zurich-based wealth manager, has rebranded and reorganised under the name of (FINMA), LeoVest Partners manages about SFr1.3 billion ($1.47 billion) in client assets and employs 20 staff. Besides Zurich, it also has an office in Geneva.

LeoVest says that it “integrates its relationship managers into the circle of co-owners,” with the partnership aiming to simplify wealth management. It operates under the slogan of “Wealth Management simplified."

When Green Wealth Partners AG was bought late in 2023, the brand "LeoVest" brand was launched. The new partnership consists of 11 partners who made “significant equity investments” to enhance, recapitalise the firm, and modernise the existing infrastructure, a statement from LeoVest said last week.

Stephan Matti is the new CEO of LeoVest and Martin Berweger is the new chairman. Claus Dorfner is the outgoing CEO of Green Wealth Partners AG.

“This combination, along with a value-driven partnership and modern infrastructure, makes us one of the fastest-growing external asset managers in Switzerland," Matti said.

The firm, which operates in areas such as wealth planning, succession planning, and complex financing, concentrates on clients from Switzerland, the UK, Germany, and other western European countries.

LeoVest is also a member of the Swiss Association of Asset Managers.