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Diem Client Partner AG

The independent swiss income specialists

Since 2004.

About us

Diem Client Partner was founded in 2004 as an independent asset management company in Zurich. The name Diem Client Partner is a combination of the surname of the founder, André Diem, and his credo as an entrepreneur: 'Be at your client's side as a trustworthy partner in every phase of the market.'

Meanwhile, Diem Client Partner has evolved into a successful investment boutique for high net worth individuals and institutional investors.

Our international clientele trusts a multi-billion-dollar fortune to our active, income-driven investment strategy. This makes Diem Client Partner one of the largest, internationally active asset managers in Switzerland. Therefore, Diem Client Partner is a member of the Alliance of Swiss Wealth Managers.

Diem Client Partner AG is regulated by the Swiss Financial Market Supervisory Authority FINMA. In the Republic of Germany, Diem Client Partner AG has an exemption from the Federal Financial Supervisory Authority, Bonn (ID: 148546).

Our principles

Personal service for the highest demand

The roots of the company lie in the successful care of demanding high net worth individuals. Since our beginnings, we have preserved the art of satisfying individual needs to the highest degree of quality and in a short period of time. To maintain this understanding of quality, each portfolio manager currently manages a maximum of two dozen portfolios.

With a high level of service quality and, in particular, our specialization in income-driven niches, hybrid bonds and equities plus options, we have been able to extend our clientele to institutional investors such as pension funds, family offices and churches. Our "origin", namely the cooperation with wealthy private customers, gives us today the advantage to still be able to meet the special requirements of institutional investors with the highest demand of service quality.

Together for a better world

Since July 2020, we have been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labor, the environment, and anti-corruption. Therefore, it is our concern to incorporate the ten principles in our business activities, to develop a sustainable corporate culture and to subject our strategy to a sustainable and responsible guiding idea.

As a participant of the UN Global Compact, we promote the understanding and awareness of our actions as a company and strive to continuously advance our commitment.

Sascha Peier

CEO & Partner
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Frank Winkler

CIO & Partner
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Marcel Moog

CFO & Partner
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Michel Dacher

Head of Research & Partner
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Christopher Kraus

Senior Portfolio Manager & Partner
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Quentin Meyer

Portfolio Manager
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Gabriel Uyumaz

Fixed Income Analyst
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Marie-Theres Hütter

HR & Organisation Manager
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Marion Capol

Executive Assistant & Trader
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Vanessa Schertenleib

Office Manager
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Christina Oliveira

Compliance Manager
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Cyrill Ineichen

Fixed Income Analyst & Data Scientist
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Johannes Quies

Senior Research Analyst
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Jacques Drenkelforth

Research Analyst
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Justin Meichtry

Trading & PM Support
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DYLAN

Office Dog
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History

Our most important milestones

2022

Diem Client Partner sets with the acquisition of Investarit AG a milestone for future growth. With the support of Quaestor Coach, Diem Client Partner (DCP) will be the Swiss platform for a buy & build strategy. DCP moves to larger offices in Dianastrasse.

2021

Fund with focus on hybrid bonds reaches 100 million fund size. Quaestor Coach enters the Swiss asset management market with its first transaction.

2020

Sascha Peier becomes CEO of Diem Client Partner AG. Founder and former CEO André Diem becomes Chairman of the Board of Directors.

2019

1st place of Best Work Place Award DACH in category small businesses. Successful introduction of a new powerful portfolio management software.

2018

Starting signal for the project 'Introduction of new portfolio management software'. First specialist event for family offices on the topic of hedging strategies in portfolios. Further growth in particular through mandates for hybrid bonds.

2017

Establishment of the second fund with focus on hybrid bonds. Significant investment in IT infrastructure and security. The German BaFin grants the partial exemption. Training of pension fund consultants on hybrid bonds.

2015

Foundation of the first own investment fund in Luxembourg. Long-time employees become 'partners'.

2014

The company wins the most successful Swiss equity fund manager as a new portfolio manager. In the same year, Michel successfully restructures the equity research department and takes over the management of new portfolios.

2013

As one of the few Swiss asset managers, Diem Client Partner receives direct approval from the FINMA.

2012

Dr. Lothar Steinebach (ex CFO of Henkel AG) becomes a member of the Board of Directors. Moving to larger offices. Reorientation of the investment strategy by a clear focus on the two core strategies, hybrid bonds and equities plus options.

2010

Growth of assets under management accelerates significantly. Hiring of two more portfolio managers. Sascha Peier extends investment strategy with hybrid bonds, the first pure hybrid bond mandate.

2009

First fund mandate of an institutional investor. Hiring another portfolio manager to cover customer base growth.

2008

Frank Winkler, awarded as the best pension fund portfolio manager in Switzerland (volume CHF 5 billion), becomes the company's new CIO. He takes over the first mandates from institutional investors and implements options as an essential income component on the equity side.

2007

André Diem warns about the bursting of the subprime bubble in the NZZ. Recruitment of new analysts and significant portfolio risk reduction for predominantly private clientele. Definition of the corporate mission statement.

2006

Two years after foundation, the company hits the CHF 50 million AuM mark. First customers from abroad give their trust to Diem Client Partner. First employees are hired.

2004

Registration of the company as a public limited company in the Zurich Commercial Register. The company starts with 5 customers and an investment volume of less than 10 million CHF.

Strategic

Board of directors

Jan Cant

Chairman of the Board

Jan Cant is an attorney and partner at Spencer West LLP. As a legal expert, he advises global companies on M&A, IT law, public-private partnerships, EU contracts and outsourcing. In addition to serving on the board of directors of several international companies, Jan is also on the board of several non-profit organizations in Belgium, Africa and France. Jan holds a Master of Law from Ghent University, Belgium.

Marcel Moog

Member

Marcel Moog has been working for Diem Client Partner since 2013. As a member of the Executive Board, he is responsible for Finance and Risk Management/Compliance. Marcel contributes significantly to the strategy and growth of Diem Client Partner with vision and smart business decisions. Previously, Marcel spent five years at Deutsche Bank, in Private Banking, where he was responsible for managing several locations in the Rhine-Main area. He holds a degree in business administration from Johannes Gutenberg University.

Rolf Bauer

Member

Rolf Bauer is the CEO of Kaleido Privatbank in Zurich. He brings along many years of experience in business with very wealthy families, family offices, and companies. He used to be Head of Family Solutions Switzerland at Credit Suisse and Head of the International Family Office EMEA at Deutsche Bank Switzerland. Rolf studied economics at the University of Basel and has been a member of the board of the Institute for Law and Economics (IFF-HSG) at the University of St. Gallen since 2015.

Career

Diem Client Partner beats >600 companies in the DACH-AREA and wins BestWorkplace Award 2019 in the category small firms (<50 employees).

Diem Client Partner AG is not only concerned with the well-being of its customers, but also with the well-being of its employees. That's why Diem Client Partner AG was awarded with the 1st place of the Best Work Place Award 2019 in the category small businesses in the entire DACH area.

We are currently fully staffed, but still looking forward to receive your unsolicited application: This email address is being protected from spambots. You need JavaScript enabled to view it.