


VI VorsorgeInvest
Financial Services • Stadtkreis 1 Altstadt, Zurich, Switzerland • 1-10 Employees
Company overview
| Headquarters | Bahnhofstrasse 64, Zurich, 8001, CH |
| Phone number | +41442155160 |
| Website | |
| NAICS | 52 |
| 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 |
| Founded | 1998 |
| Employees | 1-10 |
Key Contact at VI VorsorgeInvest
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.
| Format | Example | Percentage |
|---|---|---|
{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.
VI VorsorgeInvest revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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.
Web servers
Frequently asked questions
4.8
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