About us

Independent fund management company

Swiss Rock Asset Management Ltd. is a fund management company for investment funds under Swiss law. It is authorized, supervised and regulated by the Swiss Financial Market Supervisory Authority FINMA. Swiss Rock Asset Management AG distinguishes itself as a scientifically based and broad provider of financial services and products. Thanks to its complete independence, it is a genuine alternative to established financial service providers and is solely committed to customer benefit.

Well-balanced range of funds

Swiss Rock has designed a range of investment funds that consistently implement the findings of modern portfolio theory. The five category funds Absolute Return Bonds, Equities Europe, World, Switzerland and Emerging Markets cover as well-diversified core investments - individually or in optimized combination - virtually all investor needs. In addition, Swiss Rock has launched the three funds of funds Yield, Balanced and Growth. These allow, in a very simple way, to participate in income-oriented, balanced and growth-oriented investment strategies. The funds have an optimized risk/return ratio and systematically benefit from long-term megatrends on the capital markets.

Partnership approach

Swiss Rock Asset Management AG was founded as a partnership with the intention of offering first-class investment products and financial services at fair and transparent conditions. The founders of the company are recognized financial experts and invest their own assets in these products. They give co-investors the opportunity to invest their capital at identical conditions. This is how customers become true partners.

Pioneer in factor investing

The experience of investors and the research of academics lead to the same conclusion: returns are based on risk. Gains are
rarely realized without risk being taken. But not all risks reliably lead to profit.

Strategy development is the key to investment success. The financial science of the last 50 years has developed a powerful set of tools that shows those risks that are worth taking. It shows which risks bring regular returns and - just as important - which risks remain without compensation.

Sustainable Investing "ESG"

Sustainability criteria are playing an increasingly important role in asset management. We can support you in optimizing your investments in the areas of environment - social - governance in an ESG-oriented manner. Or you define your sustainability preferences and we optimize your ESG universe with our proven factor investing.

Assets under management

Swiss Rock manages billions of Swiss francs in a wide range of asset classes. This places Swiss Rock among the top 10% of bank-independent asset managers in Switzerland. This allows us to offer our clients an exceptionally attractive price/performance ratio.