No conflicts of interest
Format Vermögen und Anlagen AG is an independent Swiss asset manager with FINMA approval for collective assets. We serve private and institutional investors, manage individual portfolios, funds and pension assets (pillar 3a, freedom of movement, pension funds). Our focus is on trust, attractive investment markets, above-average performance and long-term cooperation.
Dependability
Our customers have the guarantee that we only pursue their interests. We do not allow conflicts of interest to arise, as we live exclusively on our clients' fees and consistently waive remuneration from banks or asset managers (or pass them on to our clients). In principle, we do not work for companies in which we invest.
Power
We focus on selected investments in order to be among the best asset managers in these areas. The objective comparison with reasonable benchmarks and with the results of competitors confirms that we have succeeded in doing this in the past.
Basis for investment performance
For investments, we focus on Swiss equities and bonds in the world. Experience shows that the Swiss stock market is one of the most attractive and has achieved better long-term returns than most other equity markets. Higher returns can be achieved with bonds in the world than in the money market. This strategy has proven effective and will continue to provide the basis for attractive returns in the future.
Dialogue on equal footing
All investment costs are transparent, investment strategies are comprehensible and fees are appropriate to market conditions.
Partnership-based collaboration
Format Vermögen und Anlagen AG is entrepreneurial and fully owned by the managing partners. Satisfied customers are our best advertisement. Achieving our clients' investment goals is therefore our top priority.
Our core business is asset management. We have equity investments, bond investments and mixed mandates. The investment objectives thus pursued include capital gains, income and asset preservation.
We offer our clients the opportunity to invest in the same investments as we do. It goes without saying that we handle our private wealth with care. The co-investment should ensure a good night's sleep — at least we're in the same boat together.
We help you choose the right investment and regularly review it for your personal needs. We are able to meet most requirements with our asset management mandates and funds. In special cases, however, we also offer other consulting services.
Format offers portfolios for all Swiss pension funds. This includes investments for pillar 3a, freedom of movement, mandatory pension fund and supra-mandatory pension fund.
Werner Lehmann lives in Abtwil SG. He is an outspoken family person and is very enthusiastic about sports. He spends his free time with his three sons on the tennis court and on the ski slopes. Werner Lehmann is a member of the management board. He is responsible for customer care and marketing. After completing his master's degree in ETH and completing the NDS FH as a Financial Consultant CFP, Werner Lehmann worked in private banking at SGKB, LGT, UBS AG, most recently as Deputy Director. Werner Lehmann, together with Patrick Künzler and Matthias Hug, has been an independent asset manager at Format Vermögen & Anlagen AG since 2012.
Managing Partner, Financial Consultant FH
Matthias Hug has been a passionate saxophonist since his youth. The ETH engineer lives in Zollikon with his wife and three children, regularly exercises and likes to read. Matthias Hug is Chief Executive Director and is responsible for investments. He has been an independent asset manager since 2009 and his investments have received several awards. Before becoming an independent asset manager, he worked as a principal for the Boston Consulting Group in Zurich, Boston and New York and as a managing director for UBS, among others.
Managing Partner, Chairman of the Management Board
Patrick Künzler lives in Grabs with his wife and has 2 adult children. In his free time, he is active as a volunteer pastor and is involved in the social sector. Since 2012, he has also been a trained BodyTalk practitioner and Reiki master/teacher and runs his own complementary medicine practice in his spare time. Patrick Künzler is Chairman of the Board of Directors and a member of the Executive Board. Since 2012, he has worked together with Werner Lehmann as an independent asset manager. After successfully completing his trade diploma and becoming a qualified banking expert, Patrick Künzler worked in private banking, including for Credit Suisse and Bank Vontobel, most recently as Deputy Director.
Managing Partner, Chairman of the Board
For Stefan Jermann, his family, hiking, his garden and playing the saxophone are important elements in life. He learned asset management from scratch. Stefan Jermann is a senior client advisor with broad experience in client and securities business. Before becoming an independent asset manager, he worked for the Schweizerische Kreditanstalt and as branch manager in Basel for Volksbank AG, among others.
Senior Financial Consultant
Walter Lohri lives in Kriens near Lucerne. His family and two children are important to him; he spends his free time hiking, traveling, culture and maintaining his friendships. For Format, he supervises the Central Switzerland region as a senior financial consultant. He learned to work as an asset manager from scratch at various financial institutions, including Credit Suisse and Zurich Financial Services. He is a business graduate, dipl. Fund advisor IAF and has additional training in marketing. In the interest of his clients, he decided to become an independent asset manager over 20 years ago.
Senior Financial Consultant
Samuele Donatelli is married and has three grown children. He lives in Kriens LU. In his spare time, in addition to playing music as a bass player, it is important to him to preserve and cultivate the Kriens culture and customs in the Galli guild in Kriens. As a member of the Executive Board and Head of Operations, Risk Management and Compliance, he perfectly complements the very high standards of Format Vermögen und Anlagen AG for our clients with his skills in insurance. Samuele Donatelli has profound experience in more than thirty years with Swiss Life, Zurich Insurance and PK-Rück, among others. At Norpen AG, he most recently worked as CEO. Samuele Donatelli has a Swiss diploma. Certified pension fund manager, a federal sales specialist certificate, an IAF fund diploma and a recognized diploma as an Executive MBA from FHGR.
Head of Operations, Risk Management & Compliance, Member of the Executive Board
Patrick Künzler lives in Grabs with his wife and has 2 adult children. In his free time, he is active as a volunteer pastor and is involved in the social sector. Since 2012, he has also been a trained BodyTalk practitioner and Reiki master/teacher and runs his own complementary medicine practice in his spare time. Patrick Künzler is Chairman of the Board of Directors and a member of the Executive Board. Since 2012, he has worked together with Werner Lehmann as an independent asset manager. After successfully completing his trade diploma and becoming a qualified banking expert, Patrick Künzler worked in private banking, including for Credit Suisse and Bank Vontobel, most recently as Deputy Director.
Managing Partner, Chairman of the Board
Urs Ledermann lives in Zollikon, is a family person and a liberal, multi-faceted spirit. His great passion is entrepreneurship: In the 80s and 90s, he set up several companies in personnel consulting. After selling them, he focused on the real estate business with a focus on developing and maintaining high-quality commercial and residential space in a prime location. From 2003 to 2014, Urs Ledermann was a member of the Board of Directors of Mobimo Holding AG (its Chairman from 2008). Today, Urs Ledermann serves as Chairman of the Board of Directors and Board of Directors of numerous companies and, with his extensive experience as an entrepreneur, contributes valuable know-how.
Board of Directors
Marc O. Stöckli has climbed all four-thousand-meter peaks in Switzerland. He is an independent board of directors and contributes his know-how as an entrepreneur, financial expert and lawyer. Marc Stöckli was trained at the University of St. Gallen (lic. iur. HSG) and at the Wharton School of the University of Pennsylvania (MBA). He then worked for the Boston Consulting Group and as CEO and co-founder of Totemo AG. He now runs his own company, MOS Advisory GmbH.
Board of Directors
Ralf Nadler lives in Altnau on Lake Constance. He is passionate about his wife and daughter, his business, various sports and cooking and enjoyment, and the associated time with friends. Following various activities at international trust and audit companies, he built up the Credor companies based in Wil/SG and Zurich with great enthusiasm over the last 30 years. As owner of the Credor companies, he and his team advise numerous SMEs and their entrepreneurs in various economic sectors and in various business phases (start-up to succession process). The training to become a Dipl. Trust experts and approved audit experts and many years of experience serve him as tools for daily challenges.
Board of Directors
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Wir beraten unsere Kunden bei der Wahl einer passenden Vermögensanlage und unterstützen sie im Erlangen eines guten Verständnisses für die Finanzmärkte und für unsere Vermögensanlagen. Wir erzielen in unseren Vermögensanlagen Nettorenditen, welche mittel- und langfristig über dem Markt liegen. Die administrativen Arbeiten erbringen wir fehlerfrei und sämtliche Dienstleistungen gesetzeskonform.
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Das Vertrauen unserer Kunden in Format. Das Vertrauen zwischen unseren Mitarbeitenden. Das Vertrauen zwischen unseren Partnerfirmen und Format.
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1. Gegenseitiger Respekt, Ehrlichkeit, Offenheit, Transparenz und Loyalität.
2. Erst zuhören. Erwartungen klären. Lösungen suchen.
3. Ergebnisse liefern, Versprechen halten und Verantwortung übernehmen. Gezielt Vertrauen schenken.
4. Sich der Realität stellen, Fehler wiedergutmachen. Kontinuierliche Verbesserung.