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VI VorsorgeInvest

VI VorsorgeInvest

Financial ServicesFlag of CHStadtkreis 1 Altstadt, Zurich, Switzerland1-10 Employees

Company overview

HeadquartersBahnhofstrasse 64, Zurich, 8001, CH
Phone number+41442155160
Website
NAICS52
Keywords
Equities, Asset Management, ALM, Family Office, Pension Funds, Private Wealth, Institutional Investors, Mandates, Fixedincome, Unpri Signatory, Active Investments, Multi Assets, Swiss Small & Mid Caps
Founded1998
Employees1-10

Key Contact at VI VorsorgeInvest

Flag of CH

Daniel Hunziker

Ceo

VI VorsorgeInvest Email Formats

VI VorsorgeInvest uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@vivorsorge.ch), used 50% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@vivorsorge.ch
50%
{first name}.{last name}
john.doe@vivorsorge.ch
50%

About VI VorsorgeInvest

We support institutional and qualified clients and generate added value through active management. VI VorsorgeInvest is a FINMA-licensed and supervised asset manager of collective investment schemes based in Zurich. The origins of the company date back to 1998. The institutional client business was expanded to include qualified individual clients in 2023. VI specializes in Swiss small cap, balanced and category mandates. Ten portfolio managers manage over CHF 4 billion, divided into mutual funds, pension mandates and private client mandates. Our DNA, our philosophy As an active bank-independent asset manager, we are free of conflicts of interest and promote independent thinking among our investment specialists. We pursue an active investment strategy with a focus on factor premiums (such as small caps, credit quality and illiquidity) and the control of investment risks. By means of a cost-effective implementation, we offer our clients an active approach at passive prices. Responsible investment (ESG) measures are directly integrated into the investment process and are also part of our risk management. Exchanging with all stakeholders on a regular basis enables us to continuously improve our approach and increase the effectiveness of its implementation. We signed the United Nations Principles for Responsible Investment (UNPRI) in 2021.

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VI VorsorgeInvest revenue & valuation

Annual revenue$598,885
Revenue per employee$86,000
Estimated valuation?$2,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

VI VorsorgeInvest has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

VI VorsorgeInvest has never raised funding before.

VI VorsorgeInvest Tech Stack

Discover the technologies and tools that power VI VorsorgeInvest's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Apache HTTP Server

Web servers

Microsoft 365

Microsoft 365

Email

Frequently asked questions

VI VorsorgeInvest is located in Stadtkreis 1 Altstadt, Zurich, CH.
You can reach VI VorsorgeInvest at +41442155160.
VI VorsorgeInvest was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.
VI VorsorgeInvest has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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