About us

SPECIAL

Apollo – a special butterfly in the Pizol area, which is rich in myth and home to Wyss & Partner.

Locally based and with an international mindset, we understand our customers’ world. We are value-driven and focus on the long term.

What’s special about us is best described by the store owner who has handed over her business and now has us manage her pension provision. Or the SME entrepreneur who is happy to have his private assets looked after by asset managers who are also entrepreneurs.

Employees

Thanks to the wide-ranging education of our employees, be it industry-specific university degrees or banking skills learned from the ground up, you can count on a professional partner. With our diverse skills and individual experience, we offer you comprehensive services for your money and assets.

CEO, COO

Since June 2017 with Wyss & Partner

Several years of experience in research, event marketing, management support and project management with major Swiss banks.

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M.A. HSG

Pascal Wyss

CEO, CIO

Since July 2012 with Wyss & Partner

Long experience in Financial Analysis and Asset Management business and leadership with various Financial Institutions

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Dr. oec.

Thomas Grünenfelder, CFA

Managing Director

Since Establishment in 1995 with Wyss & Partner

Long experience in Private Banking business and leadership with a Swiss Bank

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Leo J. Wyss

Managing Director, Compliance

Certified Financial Analyst and Portfolio Manager EFFAS

Since Establishment in 1995 with Wyss & Partner

Long experience in Portfolio Management with a Swiss Bank

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Lic. iur.

Robert G. Rohner

Managing Director

Since September 1998 with Wyss & Partner

Long experience in Financial Analysis and Asset Management business and leadership with Swiss Banks

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Lic. oec. publ.

Renato Beckmann

Managing Director

Since January 2015 with Wyss & Partner

Long experience in private- and corporate banking and leadership with Swiss Banks. Finally for over 14 years Branch Manager of St. Galler Kantonalbank in Bad Ragaz.

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Bruno Niederberger-Wyss

Portfolio Manager

Since september 2018 with Wyss & Partner

Long experience in Financial Analysis and Asset Management business with various Financial Institutions

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Lic. rer. pol.

Alexandra Walker, CFA

Portfolio Manager

Certified Financial Analyst and Portfolio Manager

Joined Wyss & Partner in June 2019

Several years of professional experience in portfolio management and financial analysis at a major Swiss bank.

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M.A. HSG

Samuel Hiller

Risk & Compliance

Certified Financial Analyst and Portfolio Manager EFFAS

Since August 2014 with Wyss & Partner

Long experience in Fund Accounting, Controlling, Quality and Asset Management

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Armin Egli

Accounting

Since 1999 with Wyss & Partner

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Edith Wyss

Assistant

Since March 2012 with Wyss & Partner

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Luzia Belleri

Assistant

Since July 2012 with Wyss & Partner

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Tanja De Filippo

Board of Directors

Chairman of the board of directors

Since Establishment in 1995 with Wyss & Partner

Long experience in Private Banking business and leadership with a Swiss Bank

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Leo J. Wyss

Vicepresident of the board of directors

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Reto Pfiffner

Member of the board of directors

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Thomas Kaufmann

History

Wyss & Partner was founded in 1995 by Leo Wyss as a collective partnership. A banking career in the international asset management business motivated him to offer his knowledge and experience in his home region Sarganserland as well.

In 1996, with two bank colleagues as founding partners, the partnership was converted into a limited corporation. From the start up to today, the focus has been on classic Swiss private banking.

The wealth specialists in Sarganserland have a loyal clientele with an international focus on the Middle East and an equally strong foothold in German-speaking countries.

Milestones

2021

Launch of the two W&P Dynamic Strategy Funds under Swiss law

2017

Wyss & Partner employs more than ten people

2012

Xantos fund is restructured into the well-known, successful small and mid-cap fund

2008

Wyss & Partner is licensed and regulated as a manager of collective investment schemes by the Swiss Financial Market Supervisory Authority FINMA

2004

Construction and move to our own business premises in Wangs

2000

Wyss & Partner becomes a member of the Swiss Association of Asset Managers VSV

1995

Founding of the company