ABOUT US

REGULATORY STANDING & FIRM PROFILE

Nemesis Asset Management AG is a Swiss asset management firm authorized by the Swiss Financial Market Supervisory Authority (FINMA) to operate under the Financial Institutions Act (FinIA) and the Financial Services Act (FinSA). The company is subject to supervision by AOOS – Swiss Supervisory Organization and is a proud member of the Swiss Association of Asset Managers (ASG), reflecting its adherence to the highest standards of professional conduct and regulatory compliance.

Established by a group of seasoned professionals with a long-standing track record in wealth and investment management, Nemesis Asset Management AG was born out of a shared commitment to deliver a broader, cross-border spectrum of financial services tailored to the sophisticated needs of private and institutional clients.

OUR APPROACH & PURPOSE

Our offering encompasses comprehensive solutions across wealth and estate planning, family governance, independent investment advisory, and discretionary asset management. We serve a distinguished clientele that includes private individuals, families, corporations, foundations, endowments, and trust structures, both in Switzerland and internationally.

Headquartered in the heart of Central Europe, our experienced team adopts a holistic and client-centric approach, functioning as a trusted, long-term partner across all dimensions of wealth. We pride ourselves on delivering independent, objective, and bespoke strategies designed to preserve, grow, and transition capital seamlessly across generations.

At Nemesis Asset Management AG, our purpose is not merely to manage wealth—it is to provide enduring value, cultivate resilience, and foster legacies built on strength, clarity, and integrity.

“Wealth is not measured by short-term gains, but by the ability to preserve and elevate value across generations.”

- Nemesis Group AG Principle -

BUILDING LEGACIES. DEFINING FUTURES.

Founded in 2019 in Lugano, Switzerland, Nemesis Asset Management AG was established with the vision of combining the traditional values of Swiss wealth management with a modern, forward-thinking approach. Rooted in independence, transparency, and discretion, we have built a reputation for delivering classical yet globally oriented asset management solutions of the highest standard.

Since its inception, Nemesis Asset Management AG has remained committed to providing clients with a refined, transparent, and client-centric service model, anchored by strong governance and a relentless pursuit of excellence. Our Family Office capabilities, coupled with deep expertise in international asset management, enable us to address the complex financial needs of a sophisticated, global clientele.

ENTER THE WORLD OF NEMESIS GROUP

INDEPENDENCE

At Nemesis Asset Management AG, independence is not just a principle — it is the foundation of our identity. As a privately held firm, we are wholly free from external pressures or affiliations with banks, brokers, or third-party institutions. This autonomy empowers us to act with absolute objectivity and integrity, ensuring that every piece of advice we offer is shaped solely by what is in our clients’ best interest. Our partners, each with a long-standing presence in the market, are united by a shared pursuit of excellence, and by a commitment to crafting thoughtful, bespoke solutions guided by experience, not compromise.

EXPERIENCE

Our team embodies both depth and diversity of expertise. With decades of practice across global markets, and fluency in multiple languages and jurisdictions, we bring a truly international perspective to every mandate. This global mindset, paired with an intimate understanding of local complexities, allows us to anticipate and navigate the nuances of cross-border wealth with precision and foresight.

DEDICATION

Above all, we are driven by a profound sense of dedication — not only to the stewardship of capital, but to the enduring relationships we build with those who entrust us with their legacy. Whether we are structuring investment strategies, advising on legal or tax-efficient frameworks, or offering estate planning and risk management guidance, our focus remains unwavering: to deliver meaningful, long-term value with clarity, prudence, and discretion. At Nemesis Asset Management AG, clients are never seen as portfolios, but as partners — and it is our mission to serve them with insight, care, and uncompromising excellence.

MORNINGSTAR AWARD

The Mistral Value Fund received 4- and 5- star awards from Morningstar. Additionally, the Mistral Value Fund was a finalist for the Fund excellence award.