An independent asset manager has recently been expanding with a new structure and currently serves Swiss and Western European customers with eleven partners from Zurich and Geneva.
The independent asset manager Green Wealth Partners has reorganized and changed its name LeoVest Partners completed, the company announced on Monday. LeoVest Partners was created from the merger of several Swiss asset manager specialists.
The company integrates its customer advisors into the circle of co-owners, as we learned further. Together, the partnership aims to simplify asset management – true to the motto “Wealth Management simplified”.
Currently eleven partners
The emergence of LeoVest Partners began at the end of 2023 with the acquisition of Green Wealth Partners. The new partnership, currently comprising 11 partners, has made significant equity investments to recapitalize the firm to modernize and improve existing infrastructure, it was learned.
«Nowadays it’s no longer about informing our customers about developments on the markets – they are already well informed. Rather, our job is to help them navigate the vast amount of information,” said Stephan Mattithe new managing director of LeoVest. The company’s offering is based on two investment philosophies with a passive and an active approach.
Swiss and Western European customers
“This combination, together with a value-oriented partnership and a modern infrastructure, makes us one of the fastest-growing external asset managers in Switzerland,” continues Matti. LeoVest focuses on customers from Switzerland, Great Britain, Germany and other Western European countries.
Claus Dorfnerthe outgoing managing director of Green Wealth Partners, welcomed the realignment with the words: “I am very pleased to be able to concentrate fully on my clients again. I really enjoy working with my colleagues, and the corporate culture at LeoVest is straightforward, team-oriented and transparent.”
Present in Zurich and Geneva
LeoVest is an independent asset management company with offices in Zurich and Geneva. It manages around 1.3 billion francs in customer assets and employs 20 people. It is affiliated with the supervisory organization AOOS, licensed to Finma and a member of the Association of Swiss Asset Managers (SAAM).
**How does LeoVest address potential concerns amongst existing Green Wealth Partners clients regarding changes in investment strategies or advisor relationships following the merger and rebranding?**
## World Today News Interview: The Rise of LeoVest Partners
**Introduction:**
Welcome to World Today News. Today, we’re joined by Stephan Matti, the Managing Director of LeoVest Partners, and Claus Dorfner, formerly Managing Director of Green Wealth Partners, to discuss the recent reorganization and rebranding of Green Wealth Partners to LeoVest Partners.
**Part 1: The Birth of LeoVest Partners: A New Vision for Asset Management**
**Host:** Stephan, can you shed light on the motivation behind the merger and the decision to rebrand as LeoVest Partners? What specific vision are you aiming to achieve with this new entity?
**Stephan:**
*(Stephan elaborates on the reasons behind the merger, the strategic goals driving the rebranding, and the overarching vision for LeoVest Partners.)*
**Host:** Claus, you played a crucial role in Green Wealth Partners. What prompted you to embrace this change and join the new LeoVest team?
**Claus:**
*(Claus shares his perspective on the transition, highlighting the benefits he sees in the new partnership structure and LeoVest’s approach to asset management.)*
**Part 2: Simplifying Wealth Management in a Complex World**
**Host:** Stephan, you mentioned that LeoVest’s goal is to “simplify asset management”. In today’s complex financial landscape, how does LeoVest intend to achieve this for its clients? Can you elaborate on your investment philosophies and what sets them apart?
**Stephan:** *(Stephan clarifies LeoVest’s approach to simplification, discussing the two investment philosophies, their advantages, and how they cater to different client needs.)*
**Host:** How does LeoVest believe it can differentiate itself from other asset management firms, particularly in a crowded Swiss and Western European market? Claus, does your experience with Green Wealth Partners offer any unique insights that contribute to this differentiation?
**Claus:** *(Claus adds his perspective, drawing on his past experience to highlight unique aspects of LeoVest’s client-centric approach and team structure.)
**Part 3: A Focus on Partnership and Growth**
**Host:** Stephan, you mentioned LeoVest’s team-oriented culture. How does the integration of customer advisors as co-owners contribute to this culture and how might that benefit your clients?
**Stephan:** *(Stephan explains the benefits of the co-ownership model, both for the team and for clients, emphasizingTransparency, trust, and client-centric decision making.)*
**Host:** Looking ahead, what are LeoVest’s plans for growth and expansion? Are there specific geographic regions or client segments you aim to target?
**Stephan:** *(Stephan outlines LeoVest’s growth strategy, highlighting target markets, potential expansion plans, and the role of strategic partnerships.)*
**Host:** Claus, what are your hopes for the future of LeoVest Partners? What impact do you see the firm having on the asset management industry?
**Claus:** *( Claus shares his vision for LeoVest’s future, emphasizing its potential contribution to the industry through its unique approach and commitment to client-centric service.)*
**Conclusion:**
Thank you, Stephan and Claus, for sharing your insights on this exciting development in the asset management landscape. We wish LeoVest Partners all the best in their pursuit of simplifying wealth management and delivering exceptional value to their clients.
