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).
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.
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.
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.
Fund with focus on hybrid bonds reaches 100 million fund size. Quaestor Coach enters the Swiss asset management market with its first transaction.
1st place of Best Work Place Award DACH in category small businesses. Successful introduction of a new powerful portfolio management software.
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.
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.
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.
As one of the few Swiss asset managers, Diem Client Partner receives direct approval from the FINMA.
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.
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.
André Diem founded Diem Client Partner in 2004. As the Chairman of the Board and CEO until the end of 2020, André is responsible for the successful development of the company into an independent and internationally oriented asset management boutique. The focus of the company on the needs of high net worth and institutional clients determines his actions. Prior to that, André was the vice president of high-net-worth business and private clients at HSBC Guyerzeller Bank in Zurich. In the 1990s, he was essentially involved in the successful development of the Zurich office of the Boston Consulting Group.
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 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.
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.
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: