Founded in 1997, SCHMITZ & PARTNER AG is a German financial services institution focused on providing independent wealth and asset management. The company operates on a fiduciary basis, managing its clients' assets held at various custodian banks. Its core philosophy is centered on long-term value preservation and growth, employing a disciplined, value-oriented investment strategy. As an owner-managed firm, it emphasizes personal relationships, transparency, and aligning its interests with those of its clients, who are primarily affluent private individuals, entrepreneurs, and foundations in the German-speaking region.

Founded in

Switzerland