PMpartners AG
Portfolio Management Services in Lucerne
We work together with YOU
About us
Small. Fine. Local and yet international
VermögensverwaltungLuzern
PMpartners AG was founded in Lucerne in 2004 by CEO and Board of Directors Markus Vogel and Chairman of the Board of Directors Peter Urs Naef.
The passion of the founders to look after and care for customers personally, independently, transparently and professionally has led to steady growth of PMpartners AG since it was founded. Being truly customer-centric and maintaining customers' trust is a priority for the team.
They regard high customer satisfaction and a partnership relationship as the basis for long-term cooperation.
Performance ethics
YOUR way to success
Customer trust is our greatest asset
Customer orientation is our key to success
Preserving and increasing the value of the assets entrusted to us is our maxim
Direct investments are the foundation of our investment philosophy
The customer determines the investment profile and the custodian bank
Our responsible tasks and our team spirit motivate us
We communicate openly, directly and transparently
Enormous
experience
Professional
team
Individually
Sustainability
& accountability
YOUR team
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OUR external partners
Andrew Gauch
Our external partner
OUR supervisory authorities
PMpartners AG Luzern is authorized and certified by FINMA.
FINMA sees itself primarily as a supervisory authority whose main task is to monitor compliance with the laws and ordinances passed by Parliament and the Federal Council.
FINcontrol Suisse AG operates as an independent Swiss supervisory organization in accordance with FINMAG.
PMpartners AG
Lucerne
Office address
Pilatusstrasse 1
CH-6003 Lucerne
Postal address
Frankenstrasse 2
CH-6003 Lucerne
Kreuzlingen
Office address
Girsbergstrasse 45
CH-8280 Kreuzlingen