Stewarding Capital
Since 1967
Independent Swiss asset management for private clients, families, and foundations. Owner-managed in Zurich, with one priority: the long-term well-being of the capital we are entrusted with.
What We Manage
Four disciplines, one mandate. The careful stewardship of capital across generations. Each is delivered with the independence we were founded on.
Portfolio Management
Discretionary and advisory mandates across equities, fixed income, and alternatives, tailored to each client's risk budget and multi-generational horizon.
Custodian Selection
Help selecting the optimal custodian bank, comparing fees, execution quality, and reporting. The final choice is always yours.
Consolidated Reporting
Consolidated reporting across every account, currency, and asset class — performance, exposure, and liquidity — coordinated through our professional network.
Foundation & Non-Profit Mandates
Long-horizon asset management for Swiss charitable foundations and endowments, with full respect for mission and governance.
Independence
by Design
NUMMUS Asset Management AG is an owner-managed family business with a long and successful tradition. In 1967, we laid the foundation for our history as one of the first independent asset managers in Zurich. The legacy of trust and reliability continues to guide us.
We serve a broad range of clients, from non-profit organisations to established families and private individuals, building strong, trusting relationships over decades rather than years.
Independence is not a marketing promise. We hold no proprietary products and receive no retrocessions. Our clients are free to choose their own custodian bank; we are equally glad to assist in selecting the right one.
Supervised by AOOS under FINMASA · Member SAM
How We Manage
Four principles, applied without exception. They define how we build portfolios, how we report, and how we behave when markets are at their loudest.
We hold no proprietary products and receive no retrocessions. Every recommendation exists only to serve the client's mandate.
We measure outcomes in decades. Capital compounds; noise does not.
We do not chase markets. We steward capital through them.
Confidentiality is a craft. What is entrusted to us stays with us. Always.
Consolidated, unambiguous reporting. You see what we see, at the moment we see it.
Our Principals
Let’s Talk
A first conversation is informal and confidential. We will listen, ask a few careful questions, and propose a path forward only if the fit is right.
Office
Talacker 21
CH-8001 Zurich