«Orchestrating your wealth across generations –
backed by independence and vast experience.»

Philosophy

In tune with your needs

We are active wealth managers: we orchestrate, preserve and aim to increase wealth over generations – with the same care for you and your family as for ourselves and our families.

Never missing a beat

We instinctively understand your circumstances, the challenges you face and the issues that concern you. We are a consistent, dependable partner you can trust in every aspect of your wealth.

Accentuating our strengths

We offer traditional, global portfolio management and comprehensive related services for wealthy families and institutions. Our vast experience spans the entire spectrum of the global investment universe and multiple market cycles. We have access to a broad, international network. We play to our strengths by accentuating our specialisation in alternative investments and Asia. Our wide-ranging expertise in family governance issues and prudent succession planning is also at your disposal.

With a distinctive character

The wealth strategy best attuned to your needs is one that reflects your aspirations, desires and concerns. Implementing an investment strategy is akin to conducting an orchestra. Both involve systemically selecting and analysing the finest talents and their instruments, balancing them against each other and uniting them into a complete performance.

Rigorously independent

Your interests and needs are our sole motivation. For that reason, we have consistently refrained from issuing our own financial products. We pride ourselves on being unconditionally transparent. We address and avoid any conflict of interest rigorously.

Services

Konrad Zehnder Wealth Partners focuses on active portfolio management and wealth-related family office services.

«We are well versed
in the harmonics of asset allocation.»

Active portfolio management

Cellists have an instrument of immense acoustic and expressive potential at their disposal. The global investment universe is equally broad and diverse. Thanks to many years of experience in multiple fields of finance, we are able to access a broad spectrum of instruments and use them to implement your investment strategy. This includes direct investments in our home market, passively and actively managed funds, alternative investments as well as investments in Asia.

We focus on absolute returns rather than averages or benchmarks while paying due regard to risks. Our aim is to preserve and compound your wealth over time.

Our traditional global portfolio management repertoire includes:

«When it comes to supporting
wealthy families and institutions,
we have mastered all the scales.»

Family office services

Playing the piano is a demanding activity: you have to read the score, coordinate hand and finger movements, find the right rhythm, bring out the right nuances and interpret the piece. The wealth issues facing families and institutions are equally challenging and multifaceted. Like a concert pianist, we expertly combine notes and chords to deliver solutions based on many years of practical experience – especially as you prepare to pass on your wealth to the next generation.

What we can do for you and your family.

Portrait

About us

Originally founded in 2003, Konrad Zehnder is an independent wealth manager. Our clients are wealthy individuals and families, trusts, charitable foundations and pension funds. We orchestrate our clients’ wealth in their best interests, backed by wide-ranging international experience, intense dedication and an extensive network. Our repertoire comprises active portfolio management and judicious support for families and institutions in all wealth-related issues.

 

- Swiss Financial Market Supervisory Authority FINMA - Asset Manager Authorisation since July 2022 

- Independent Swiss Supervisory Organization: FINcontrol Suisse AG, Zug

- Self-Regulatory Organisation: Verband Schweizerischer Vermögensverwalter / VSV

- Ombudsman's Office: OFS Ombud Finance Switzerland
  16 Boulevard des Tranchées, 1206 Genf, Switzerland
  +41 22 808 04 51 / www.ombudfinanace.ch

- FIDLEG Information about Konrad Zehnder Wealth Partners AG:  PDF (145 KB)

- Privacy Policy of Konrad Zehnder Wealth Partners AG:  PDF (100 KB)

 

Team

The team of Konrad Zehnder Wealth Partners combines many years of international experience with proven expertise in active portfolio management and family office services.

Albert Konrad

Albert Konrad - Senior Partner

Senior Partner

Dr Dominik E. Zehnder

Dominik E. Zehnder - Senior Partner

Senior Partner

Pablo Frei

Pablo Frei - Partner & CIO

Partner und CIO

Michael Wyss

Michael Wyss - Partner & CEO

Partner und CEO

Marianne Herren

Marianne Herren - Account Manager

Account Manager

Pascal Demierre

Junior Portfolio Manager

News

The «Publications» section includes our regularly published investment comments. The «News» section contains the latest information about our company, from media releases and guest articles to interviews in the specialist media.

Investment comment September 2024

  • What's the Message from the August Correction?
  • The Sick Man of Europe
  • In Gold We Trust
  • Asset Allocation

Investment comment June 2024

  • Recession, What Recession?
  • Valuations are OK
  • Beware of (Private) Credit
  • Asset Allocation

Investment comment April 2024

  • A tale of two continents
  • Sector Rotation
  • "Demography, Democracy, Diversity" - a Decade Call on India
  • Asset Allocation

Investment comment March 2024

  • A bullish call on Japan
  • Investors are unfazed by geopolitical challenges
  • Beware of "this time it's different"
  • Asset Allocation

TOP TEN THEMES FOR 2024

  • Rates will remain in the current ball park
  • Inflation should be in check
  • SME and European equities
  • The „Mag Seven“ should be part of every global equity portfolio
  • Regional bank stocks / Energy stocks / Defense
  • Gold mining
  • China – an interesting contrarian call
  • Japan
  • Swiss Francs
  • Gold may be in for another significant leg up.

Investment comment November 2023

  • Navigating through a challenging world
  • Fixed income has become relatively more attractive
  • Asset Allocation

Investment comment September 2023

  • When will the rate hiking cycle be over?
  • Are we entering a commodity super cycle?
  • China – on hold for now
  • Asset Allocation

Investment comment June 2023

  • Are The Bulls Back Or Is It Just a Trap?
  • It Is Time To Rethink The Equity Allocation
  • Japanese Equities Are Still a Buy
  • China Remaining In The Doldrums
  • Asset Allocation

Investment comment May 2023

  • A Pause in Rate Hikes
  • Raising the Debt Ceiling - But at What Cost?
  • Why are Chinese Equities Not Rallying?
  • What Warren Buffett is Doing
  • Asset Allocation

Investment comment March 2023

  • "There is Never Just One Cockroach in the Kitchen" (Warren Buffet)
  • A Pause in Rate Hikes?
  • Is it Time for Bonds?
  • Winners and Losers of China's Reopening
  • Asset Allocation

Investment comment January 2023

  • Top ten themes for 2023

Comment on the Club B - Family Office Conference

  • Deflating the debt bubble will take longer than expected
  • What to expect from the financial markets in 2023
  • Oil and gas
  • The crisis of capitalism
  • Other topics

Comment on Hedge Funds November 2022

  • Hedge Funds offer attractive diversification even in times of market stress. Read more on this topic in our commentary.

Investment comment October 2022

  • Peak Fear?
  • On the bright side
  • Central banks should re-consider the 2% inflation target
  • Germany needs to wake up
  • Asset Allocation

Investment comment August 2022

  • The Fed Continues Fight Against Inflation
  • Bear Market Pally or Trend Reversal?
  • Asset Allocation

Investment comment June 2022

  • Don't Fight the Fed
  • Too Early for a Pivot?
  • How about China?
  • Asset Allocation

Investment comment March 2022

  • War Economy
  • Flight to quality
  • Selective equities remain the asset class of choice
  • Commodity prices will remain volatile
  • Asset Allocation

Investment comment February 2022

  • Rates will rise
  • Avoid the High Yield Trap
  • A Correction - Not a Bear Market
  • Commodity Boon?
  • Asset Allocation

Investment comment January 2022

  • Top ten themes for 2022

Investment comment October 2021

  • Finally - the end is in sight
  • Could Chinese real estate giant Evergrande trigger another Lehman-collaps?
  • Digitalization, an opportunity for metals?
  • Asset Allocation

Investment comment August 2021

  • Are the recent regulatory interventions in China the beginning of the end?
  • Can markets continue to rise from here?
  • Asset Allocation

Investment comment June 2021

  • More intervention to come
  • Tug of war in the equity markets
  • Gold
  • Avoid fixed income
  • Asset Allocation

Investment comment April 2021

  • Off to the races
  • TIPS
  • Asset Allocation

Investment comment February 2021

  • Revival of the shoeshine boy analogy?
  • Rethink your exposure
  • Asset Allocation

Investment Comment January 2021

  • There is no alternative (TINA) to Equities
  • Risks to our base case
  • Don’t hold fixed income as a hedge against equity losses
  • Post-Covid winners
  • BREXIT will boost sentiment
  • ESG and alternative energy
  • The US dollar and emerging markets
  • Gold and bitcoin can co-exist
  • Blockchain continues its march
  • Portfolio protection
2020

Investment comment November 2020

Investment comment September 2020

Investment comment July 2020

Investment comment May 2020

Investment comment March 2020

Investment comment January 2020

2019

Investment comment September/October 2019

Investment comment July 2019

Investment comment April/May 2019

Investment comment February 2019

Investment comment January 2019

2018

Investment comment December 2018

Investment comment August/September 2018

Investment comment July 2018

Investment comment April/May 2018

Investment comment March 2018

Investment comment February 2018

Investment comment January 2018

2017

Investment comment November 2017

Investment comment October 2017

Investment comment September 2017

Investment comment July/August 2017

Investment comment June 2017

Investment comment April 2017

Investment comment March 2017

Investment comment February 2017

Investment comment January 2017

News

29.08.2022 l FINMA Authorisation

Konrad Zehnder Wealth Partners AG has been granted the asset manager licence by FINMA, the Swiss Regulator for the financial services industry.

01.10.2021 l Information Konrad Zehnder Wealth Partners

Kehrli & Zehnder Global Wealth Management AG changes its name to Konrad Zehnder Wealth Partners AG

08.11.2018 l Finanz und Wirtschaft

How rich families manage their financial affairs (in German)

13.04.2016 l finews.ch

The best Swiss hedge funds (in German)

10.09.2015 l Media release by the working group of concerned wealth managers and entrepreneurs

Working group calls for halt to FinSA/FinIA (in German)

27.08.2015 l finews.ch

Well-known Swiss wealth managers join forces (in German)

24.08.2015 l Media release

Kehrli & Zehnder Global Wealth Management AG enters strategic partnership with Santro Invest AG

August 2015 l Creditflux

Family offices welcome alternative credit into their households

Q4/2013 l Latin Private Equity Journal

Interview ahead of participation in the panel at the Colombian Investors Forum, February 2014

28.08.2013 l Inside Paradeplatz

Macau flourishes – thanks to China (in German)

März 2012 l Private Banking Magazin

Here’s where the growth is (in German)

07.11.2011 l Finanz und Wirtschaft

Where is our gold? (in German)

14.06.2010 l Wall Street Journal

Family fortunes

13.09.2008 l Finanz und Wirtschaft

More regulation? (in German)

21.07.2004 l Finanz und Wirtschaft

«You can’t build an entire family office within a year» (in German)

06.12.2002 l Financial Times

Swiss franc sinks after Credit Suisse moves on deposits

Contact

*mandatory

Konrad Zehnder Wealth Partners AG
Gartenstrasse 33
CH-8002 Zurich
Phone +41 44 222 18 18