Institutional Structure & Boutique Philosophy

Institutional in its structure, but Boutique in its philosophy, GMG Asset Management SA is a FINMA regulated asset and investment fund manager. Our superior performance in Swiss equities, from large to small caps, is the result of our proven stock-picking methodology. The strong results of our balanced mandates come from the right balance between active and passive management.

Our performance, backed by 20 years of experience, reflects our “value investing” convictions and our long-term investment strategy. Our main differentiator is our exceptional network of direct connections to the CEOs and CFOs of our investment universe, which is the source of our historical outperformance. Our clients, mainly Swiss pension funds, and renowned consultants recognize both our expertise and track record.

2000
FOUNDED
1bn
AUM
GLOBAL
FOOTPRINT
SWISS
REGULATED

Our performance

 GMG Swiss Small and Mid Cap Fund      SPI EXTRA

We adopt a long-term investment philosophy, based on the real economy and the strong convictions of our Investment Committee.

Our added value: the right balance between active and passive management

We distinguish ourselves in our balanced mandates by applying the right mix of active and passive management. Our outperformance is mainly achieved through asset allocation, which is based on our in-depth investment research. Our senior specialists are authorities in their respective sectors. Our investment philosophy combines two complementary approaches: asset allocation (Top-Down) and security selection (Bottom-Up). The Top-Down (macro) approach determines the asset allocation and the geographical (global) allocation. We believe that security selection outside of Switzerland increases risks more than it increases returns. Thus, with regards to foreign equities, we invest mainly through passive open-architecture funds.

Stock picking: strong convictions on Swiss equities and value investing

Our active management in Swiss equities is based on strong convictions and is in line with our value investment style. We select stocks that trade below their intrinsic value. In addition, we differentiate ourselves through our exceptional network of direct connections with CEOs and CFOs within our investment universe, which are the source of our historical outperformance.

We differentiate ourselves through our exceptional network of direct connections with the CEOs and CFOs of our investment universe, which is the source of our historical outperformance.

Marc-Christian Bollet

Marc-Christian has more than 30 years of experience in institutional asset management. He spent 10 years as Investment…

Marc-Christian has more than 30 years of experience in institutional asset management. He spent 10 years as Investment Manager at institutional asset manager IAM . Previously, he specialized in strategic asset allocation for balanced mandates and managed pension fund mandates at Lombard Odier from 1992 to 2009. He also managed European and Swiss equity mandates there. Marc is a Chartered Financial Analyst and Portfolio Manager (CIIA) as well as a Chartered Market Technician (CMT).

Christophe Julen

Christophe has 20 years of experience in institutional asset management. He was a Member of the Executive Committee…

Christophe has 20 years of experience in institutional asset management. He was a Member of the Executive Committee of the institutional asset manager IAM for 12 years. During his career, he also trained in asset management with major investment banks and worked as a consultant for 6 years with PricewaterhouseCoopers. He has been involved in numerous M&A transactions in Switzerland and has accumulated in-depth knowledge of the Swiss business environment and Swiss companies. An expert in Swiss equities and an award-winning fund manager for “Swiss Small & Mid Cap”, he also benefits from a specialisation and an extensive network in Swiss and US Private Equity. Christophe holds an MBA from INSEAD and a Master’s degree from HEC Lausanne.

Jean-Louis Richard

Jean-Louis, Senior Manager on Swiss Equities, worked at IAM Independent Asset Management for 11 years where he specialised in…

Jean-Louis, Senior Manager on Swiss Equities, worked at IAM Independent Asset Management for 11 years where he specialised in Swiss equities. During his career, he was an investigative journalist on Swiss economy and finance for leading Swiss media (Le Temps and l’Agefi). He is a recognised expert on the Swiss economy and has also worked for the ICRC in Africa. A leading figure in the management of Swiss equities, he holds a CFA, Chartered Financial Analyst, a Master’s degree in political science from Sciences Po Paris, and a Bachelor’s degree in economics from Paris Dauphine.

Johannes Gerzain

Johannes serves as Asset Manager for GMG’s real estate portfolio. His role entails assessing and analysing potential transactions and overseeing asset…

Johannes serves as Asset Manager for GMG’s real estate portfolio. His role entails assessing and analysing potential transactions and overseeing asset management initiatives for real estate projects. Prior to joining GMG, Johannes spent 3 years at Edmond de Rothschild in Geneva as Real Estate Fund manager. Before that, Johannes was responsible for Cushman & Wakefield’s brokerage agency in Geneva. Johannes graduated from a leading engineering school.

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    Private Wealth Management

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    Following the COVID-19 pandemic, we’ve been unable to host our exciting events. Please check this page regularly.

    Press releases

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