Wealth Management
A portfolio built around your circumstances
Independent investment advice and discretionary management across banking relationships.
Learn moreIndependent · Zurich · Since 2004
A family office approach to private wealth
Wealth management and private-office solutions for individuals, entrepreneurs and families.
- Founded
- 2004
- FINMA-regulated
- Swiss independent asset manager
- Structure
- Partner-owned
- Custody
- Multi-bank
One relationship across your financial affairs
Whether the question concerns an investment mandate, a succession, a banking relationship or a broader family matter, it arrives at the same desk.
Private Office
One point of contact beyond the portfolio
Coordinated support for complex private, family and entrepreneurial matters.
Learn more
Asset Management
In-house expertise expressed through investment solutions
Research-led capabilities across public and private markets.
Learn moreWhy Acumentum
Independent judgement
Advice shaped by client interests rather than product incentives.
Institutional expertise
Dedicated expertise across asset classes, applied through a consistent investment process.
Personal continuity
The people who understand your circumstances today remain involved as they evolve over time.
A personal approach begins with understanding.
We would welcome the opportunity to understand your circumstances and discuss how we could help.
Arrange a conversationThe Firm
Institutional expertise, personal stewardship
Acumentum brings together experienced investment specialists in an independent, partner-led firm serving individuals, entrepreneurs and families.
Key facts
2004Acumentum founded
IndependentPartner-owned and owner-managed
Global networkPartners across key financial centres
Founded in 2004 and shaped by a Swiss private-banking heritage dating to 1886, Acumentum today combines institutional expertise with the independence and personal continuity of a partner-led firm.
Why Acumentum
The principles behind every client relationship
Tradition & Independence
Built on established Swiss private-banking foundations, Acumentum is today partner-owned, owner-managed and fully independent, with enduring family ownership supporting its long-term perspective.
Efficiency
One relationship coordinating investment advice, asset management and reporting across your banking relationships.
Risk Discipline
Carefully selected custodian banks, independent portfolio oversight and a deliberate avoidance of higher-risk activities.
Alignment
A partner-owned structure supports long-term decision-making without product-driven incentives.
Personal Service
Direct access to experienced professionals, with support extending where appropriate to the broader needs of clients and their families.
International Reach
Longstanding relationships with banks and specialist firms across key financial centres provide access to expertise and solutions internationally.
Management Team
The people behind Acumentum
An experienced, multidisciplinary team directly involved in the advice, management and oversight of client wealth.
Nicolas Maurice
Nicolas founded Acumentum in 2004 and serves as its Chief Executive Officer. With more than three decades of experience in global financial markets and wealth management, he remains closely involved in the firm’s strategic development and client relationships.
Nicolas began his career at Citibank in Zurich in 1985. He subsequently spent approximately ten years working in New York, including roles at Citibank and Bankers Trust, where he gained experience in corporate finance and private banking. After returning to Switzerland, he served as Chief Executive Officer of a private bank in Zurich before founding Acumentum.
Nicolas holds a Master’s degree in Economics from the University of St. Gallen (lic. oec. HSG) and speaks French, English and German.
Alexandre Maurice
As Deputy CEO, Alexandre combines firm-wide management responsibilities with direct involvement in investment activities and client relationships. He has particular expertise in alternative investments and brings experience from investment management, strategy consulting and entrepreneurship.
Alexandre began his career in strategy consulting at The Boston Consulting Group and Roland Berger before joining the activist hedge fund Cevian Capital. He subsequently co-founded N.H.V., a fintech and digital-assets venture, before joining Acumentum. He also serves as a jury member at venture.ch.
Alexandre holds a Bachelor of Arts from Harvard University and an MBA from INSEAD. He has also undertaken further training in data science, machine learning and agentic AI and speaks French, English and German.
Lucio Intelligente
Lucio leads asset allocation and portfolio management across client mandates, combining investment oversight with direct client advice. His experience includes portfolio management at the European Central Bank and senior investment and private-banking roles, including as Chief Investment Officer at REYL Overseas.
Before joining Acumentum, Lucio served as Chief Investment Officer at REYL Overseas. His earlier roles included senior-management positions in Swiss private banking, investment management at LGT Capital Partners and almost seven years as a portfolio manager at the European Central Bank.
Lucio holds an MBA from INSEAD and an MSc in Electronics and Biomedical Engineering from Politecnico di Milano. He speaks English, Italian and German, with additional knowledge of Indonesian and French.
Mark Mollah
Mark is responsible for equity research and portfolio recommendations, drawing on extensive experience across global equities, particularly Asian and emerging markets. His work combines company, sector and country analysis with the construction and ongoing oversight of client portfolios.
Before joining Acumentum, Mark worked as an independent wealth manager and spent more than a decade at La Roche & Co Banquiers, where his responsibilities included fund management, equity research and portfolio management across Asian, North American and European markets.
Mark holds a Master’s degree in Law from the University of Basel and is an EFFAS Certified ESG Analyst.
Dr. Sergio Andenmatten
Sergio heads fixed-income at Acumentum. His experience spans corporate bond portfolio management, credit research and global rates markets. He previously held roles at the Swiss National Bank and Bank J. Safra Sarasin.
Sergio joined Acumentum in 2015 and serves as Head of Fixed Income. He specialises in fixed-income and multi-asset portfolio management, with particular expertise in credit analysis, bond selection and macroeconomic research. He also advises on fixed-income strategies with strong long-term track records.
Before joining Acumentum, Sergio was a Senior Corporate Bond Analyst at Bank J. Safra Sarasin. His earlier roles included corporate bond portfolio management and economic research at the Swiss National Bank, as well as corporate treasury and risk management at OC Oerlikon.
Sergio holds a doctorate in Economics and a Master’s degree in Applied Economics from the University of Bern. He is a CFA charterholder and also holds the CAIA, FRM, ERP and CMT designations. His research on sovereign credit risk and CDS markets was published in the Swiss Journal of Economics and Statistics.
Oliver Eichenberger
Oliver is responsible for fund research and selection across traditional and alternative strategies. He brings almost thirty years of financial-industry experience, including nearly two decades with Acumentum, and assesses investment managers and funds for use in client portfolios.
Before joining the firm, Oliver held positions at both smaller financial institutions and several of Switzerland’s largest banks, gaining experience in asset management, fund analysis and portfolio management.
At Acumentum, he assesses investment funds and managers for use in client portfolios, considering their investment approach, portfolio characteristics and suitability within the broader mandate.
Robert Graves
Robert works across operations, risk and compliance at Acumentum. His experience spans private banking, securities and derivatives trading, alternative investments and international trade finance, bringing a broad transactional perspective to the firm’s operational and control activities.
Before joining Acumentum, Robert worked as a trader at FlowBank and as an alternative-investments analyst at Connexion Capital. His earlier roles included international commodity trade finance at Credit Europe Bank and transaction banking at Indosuez Wealth Management, where he supported client relationships and the execution and oversight of banking operations.
Robert holds a BA in Business Administration and Economics from Université Sorbonne Nouvelle, an MA in Management from Regent’s University London and an MSc in Strategic Marketing from Imperial College London. He speaks French, English and Spanish.
A personal approach begins with understanding.
We would welcome the opportunity to understand your circumstances and discuss how we could help.
Arrange a conversationWhat We Do
Delivering expertise and solutions tailored to our clients’ needs
A single point of access to wealth management, private office services and in-house asset management.
Overview
One relationship. Three complementary areas of expertise.
Wealth Management
Personalised portfolio management and investment advice
- Discretionary management
- Investment advisory
- Execution services
Private Office
Integrated support for complex private, family and entrepreneurial affairs
- Wealth planning and governance
- Accounting and administrative coordination
- Real assets and external specialists
Asset Management
In-house investment expertise and Swiss-regulated investment funds
- Public and private markets
- Research across asset classes
- Partnerships with specialist managers
Wealth Management
Disciplined investment management, built around each client
We combine a documented investment process with specialist expertise across asset classes, adapting each portfolio to the client’s objectives, circumstances and risk profile.
Investment platform
Multi-asset focus and expertise · Global perspective ·
In-depth coverage of international markets
In-depth coverage of international markets
Equity research
Fixed income research
Asset allocation
Alternatives research
Funds research
Tailored portfolio solutions for investors
Discretionary segregated portfolios
Non-discretionary segregated portfolios
Ways to work with us
Discretionary Management
You delegate the implementation and ongoing management of your investment strategy to our specialists.
Investment Advisory
You retain investment decision-making authority while benefiting from our active advice and investment expertise.
Execution Services
You make the investment decisions and instruct us to execute transactions on your behalf.
Investment process
-
1
Understand
Establish your objectives, circumstances, risk profile and investment horizon.
-
2
Allocate
Define a strategic asset allocation and portfolio structure aligned with your needs.
-
3
Select
Identify suitable investments through qualitative and quantitative analysis.
-
4
Implement
Construct the portfolio and adjust positioning as circumstances evolve.
-
5
Monitor
Oversee risk, performance and continued alignment with your investment strategy.
Our Investment Committee oversees the investment process and reviews the ideas generated by our portfolio management and research teams. Our approach is guided by diversification, a long-term perspective and prudent risk management.
What this means for your portfolio
Personalised
Your portfolio is designed around your objectives, circumstances, risk profile and preferences, and evolves as these change.
Independently selected
We select investments across banks, asset managers and product providers, combining in-house expertise with an open-architecture approach.
Coordinated across banks
We can manage and oversee portfolios across selected custodian banks, allowing your banking arrangements to reflect your individual requirements.
Private Office
Coordinated support beyond portfolio management
Acumentum serves as a single point of contact for complex private, family and entrepreneurial matters, bringing together its own capabilities with selected banks, advisers and specialist firms where appropriate.
Beyond defined services, clients can draw on Acumentum as an experienced sounding partner as their circumstances and priorities evolve.
Structure & Governance
Supporting the organisation and long-term stewardship of family and entrepreneurial wealth.
- International wealth planning
- Corporate and family governance
- Company and foundation structuring
- Coordination with legal and tax specialists
Financial Oversight
Bringing together financial information and oversight across entities, portfolios and banking relationships.
- Consolidated financial information
- Cross-bank performance analysis
- Accounting coordination for companies and foundations
- Administrative tax coordination
Complex Assets
Supporting the acquisition, oversight and coordination of assets beyond conventional investment portfolios.
- Real-estate acquisition and coordination
- Real-asset oversight
- Private-market investments
- Multi-bank and multi-manager coordination
Wider Client Support
Providing practical support across the wider priorities of clients and their families, drawing on selected specialists and international relationships where appropriate.
- Relocation support
- Education-related guidance
- Coordination with trusted external specialists
- Support with selected personal and family matters
One Relationship, Coordinated Expertise
Acumentum remains the client’s central point of contact, coordinating banking relationships, internal expertise and selected external advisers while helping maintain an integrated view of the client’s financial affairs.
Support may extend to real estate, education, relocation and other priorities affecting clients and their families, with specialist expertise coordinated where appropriate.
Asset Management
Investment expertise beyond individual mandates
Acumentum brings together its research, portfolio-management experience and selected specialist partnerships to develop investment solutions across public and private markets.
Built on the same research disciplines that support client portfolios
Asset allocation, equities, fixed income, alternatives and fund selection form the foundation of Acumentum’s investment platform.
Research & Portfolio Construction
- In-house research across asset classes
- Qualitative and quantitative analysis
- Portfolio construction and risk oversight
Investment Solutions
- Investment strategies across public and private markets
- Swiss-domiciled investment funds
- Traditional and alternative asset classes
- Strategies managed through a disciplined investment process
Specialist Partnerships
- Cooperation with selected asset managers
- Access to complementary specialist expertise
- Opportunities beyond internal capabilities alone
Assets & Custody
Your assets, your custodian bank, our role
Your assets remain in your name with your chosen custodian bank.
Acumentum manages or advises on your portfolio under a separate agreement, while custody, account administration and asset safekeeping remain with the bank.
This structure provides a clear separation between custody and investment management, allowing clients to benefit from independent oversight and advice while retaining direct control of their assets.
Client
Ownership and control
You retain ownership of your assets and maintain control of your banking relationships.
Custodian Bank(s)
Custody and safekeeping
Your assets are held in your name with one or more selected custodian banks.
Custodian banks provide custody, account administration, transaction execution and asset safekeeping.
Acumentum
Independent oversight and portfolio management
Acumentum provides investment management, investment advice and ongoing portfolio oversight under a separate agreement with you.
Separate custody and investment management provide an additional layer of independent oversight while preserving direct client ownership and control, within a FINMA-regulated framework.
Flexible Custody Arrangements
Acumentum can work alongside one or multiple custodian banks, allowing banking arrangements to reflect each client’s circumstances while maintaining a coordinated investment approach.
This flexibility allows clients to retain existing banking relationships where appropriate while benefiting from consolidated oversight and reporting.
FINMA-Regulated Oversight
Acumentum is a FINMA-regulated Swiss asset manager operating within a framework designed to maintain a clear separation between custody and investment management.
Independent Review
Clients retain control of their assets while benefiting from independent investment expertise and a second layer of review alongside the custodian relationship.
Insights
Insights from the Acumentum team
Monthly strategy updates, fixed income deep dives and investment alerts drawn from the investment process that supports client portfolios.
Latest insights
- Oct 2026 Strategy update Real yields near our 3% line leave equities with no cushion →
- Sep 2026 Strategy update The Treasury and the Fed pull apart →
- Sep 2026 Fixed income Too many bonds, too few loyal buyers →
- Aug 2026 Strategy update Building the future is inflationary, for now →
- Jul 2026 Strategy update Same bull, new leaders →
Current House View
Archive
Insights Archive
2026
- Jun 2026Strategy updateMarkets climb the wall of worry→
- Jun 2026Fixed incomeStay short – except in Switzerland→
- May 2026Strategy updateMarkets caught between energy shocks and earnings resilience→
- Apr 2026Strategy updateMarkets between stability and disruption→
- Mar 2026Strategy updateRotation continues amid geopolitical uncertainty→
- Mar 2026Fixed incomeInflation will be back, with a vengeance→
- Feb 2026Strategy updateBroadening leadership in a supportive rate environment→
- Jan 2026Strategy updateSetting the tone for 2026→
2025
- Dec 2025Strategy updateLooking toward 2026: constructive but selective positioning→
- Dec 2025Fixed incomeThe end of the cutting cycle→
- Nov 2025Strategy updateConfidence through a broadening market cycle→
- Oct 2025Strategy updateAI leadership, strong gold, and shifting market dynamics→
- Sep 2025Strategy updateMarkets hold steady amid new uncertainties→
- Sep 2025Fixed incomeAnticipating volatility in long-term rates→
- Aug 2025Strategy updateNavigating tariff volatility with a focus on structural growth→
- Jul 2025Strategy updatePositioned for resilience: policy support and selective overweights→
- Jun 2025Strategy updateStrategic calm in a noisy market→
- May 2025Strategy updateNavigating policy-driven volatility without losing course→
- Apr 2025Strategy updateBeyond tariffs: what’s really driving market volatility?→
- Mar 2025Strategy updateShifting market momentum, global divergences, and policy adjustments→
- Feb 2025Strategy updateDiverging trends, AI disruptions, and central bank policies amid global uncertainty→
- Jan 2025Strategy updateCharting a course through rising yields, geopolitical tensions, and economic divergence→
Contact
Arrange a conversation
Our offices are located at Bürkliplatz, where Lake Zurich becomes the Limmat. Write, call, or ask your adviser to introduce us.
Write a message
Contact details
- Office
- Acumentum AG
Stadthausquai 1
8001 Zurich
Switzerland - Telephone
- +41 43 497 27 42
- Fax
- +41 43 497 27 43
- info@acumentum.ch
Legal
Privacy Policy
Last updated: September 2026
Introduction
Acumentum AG (“Acumentum”, “we”, “us” or “our”) respects your privacy and is committed to protecting your personal data.
This Privacy Policy explains how we collect, use, disclose and safeguard personal information when you visit our website, communicate with us, or otherwise interact with us through our online services.
Protecting client confidentiality and personal information is a fundamental principle of our business.
Controller
The controller responsible for the processing of personal data is:
Acumentum AGStadthausquai 1
8001 Zurich
Switzerland
Email: info@acumentum.ch
Website: www.acumentum.ch
Information We Collect
When you contact us or submit information through our website, we may collect:
- Name
- Email address
- Telephone number
- Company or organisation
- Information voluntarily provided in your message
When you visit our website, we may automatically collect certain technical information, including:
- IP address
- Browser type and version
- Device information
- Date and time of access
- Referring website
- Pages visited and interactions with the website
How We Use Personal Data
We may process personal data for the following purposes:
- Responding to enquiries and communication requests
- Providing information about our services
- Operating, maintaining and improving our website
- Monitoring website security and performance
- Complying with legal, regulatory and professional obligations
- Protecting our rights and legitimate business interests
We only process personal data where we have an appropriate legal basis under applicable data protection laws.
Cookies and Similar Technologies
Our website uses cookies and similar technologies to ensure the proper operation of the website and to understand how visitors use our content.
Cookies may be used to:
- Enable essential website functionality
- Remember user preferences
- Improve performance and usability
- Generate aggregated website usage statistics
Where required by law, non-essential cookies will only be activated after obtaining your consent through our cookie banner.
You may manage cookie preferences through your browser settings at any time.
Analytics
We may use analytics tools to understand how visitors interact with our website and to help us improve the user experience.
Analytics data is generally collected in an aggregated form and is not used to identify individual visitors unless necessary for security or legal purposes.
Contact Forms and Communications
When you contact us through our website or by email, we process the information you provide in order to respond to your enquiry and maintain records of our communications.
Please do not send sensitive confidential information through website contact forms unless specifically requested to do so.
Sharing of Personal Data
We do not sell personal information.
We may disclose personal data where necessary to:
- Website hosting providers
- IT and cybersecurity service providers
- Analytics providers
- Professional advisers, including legal, compliance and audit advisers
- Regulatory authorities, courts or governmental bodies where required by law
All service providers are required to process personal data in accordance with applicable confidentiality and data protection requirements.
International Data Transfers
Certain service providers may process personal data outside Switzerland or the European Economic Area.
Where personal data is transferred internationally, we implement appropriate safeguards in accordance with applicable data protection laws, including contractual protections where required.
Data Retention
We retain personal data only for as long as necessary for the purposes for which it was collected, including for legal, regulatory, accounting, compliance and record-keeping requirements.
When personal data is no longer required, it is securely deleted or anonymised.
Data Security
We maintain appropriate technical and organisational measures designed to protect personal data against unauthorised access, loss, misuse, alteration or disclosure.
While no method of electronic transmission or storage can be guaranteed to be completely secure, we seek to apply appropriate safeguards consistent with the sensitivity of the information concerned.
Your Rights
Subject to applicable law, you may have the right to:
- Request access to your personal data
- Request correction of inaccurate or incomplete information
- Request deletion of personal data
- Request the restriction of processing
- Object to certain processing activities
- Withdraw consent where processing is based on consent
- Request information about the processing of your personal data
To exercise any of these rights, please contact us using the details provided below.
Third-Party Websites
Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of external websites. We encourage users to review the privacy policies of any third-party websites they visit.
Changes to this Policy
We may update this Privacy Policy from time to time to reflect changes in legal, regulatory or operational requirements.
The latest version will always be available on this website.
Contact
If you have any questions regarding this Privacy Policy or our processing of personal data, please contact:
Acumentum AGStadthausquai 1
8001 Zurich
Switzerland
Email: info@acumentum.ch
Legal
Legal & Regulatory Information
This page provides important legal, regulatory and website information relating to Acumentum AG and the use of this website.
Company Information
Acumentum AGStadthausquai 1
8001 Zurich
Switzerland
Email: info@acumentum.ch
Website: www.acumentum.ch
Commercial Register Number:
CHE-110.556.707
Registered Office:
Zurich, Switzerland
Regulatory Information
Acumentum AG is a Swiss independent asset manager operating under the applicable Swiss financial regulatory framework.
No Offer or Advice
The information contained on this website is provided for general informational purposes only.
Nothing on this website constitutes investment, legal, tax or other professional advice, nor should any content be construed as an offer, solicitation or recommendation to buy or sell any financial instrument, enter into any transaction or adopt any investment strategy.
Any investment decision should be made only after obtaining appropriate professional advice and considering the relevant legal and offering documentation.
Investment Performance
The value of investments and the income derived from them may rise or fall, and investors may not recover the amount originally invested.
Past performance is not a reliable indicator of future results.
Any references to investment views, market commentary, strategic allocations or economic outlooks are intended for informational purposes only and should not be relied upon as investment advice.
Website Information
While Acumentum AG seeks to ensure that the information on this website is accurate and up to date, no representation or warranty is given as to its accuracy, completeness or suitability for any particular purpose.
Information on this website may be updated, amended or removed without prior notice.
External Links
This website may contain links to third-party websites for convenience and informational purposes.
Acumentum AG does not control and is not responsible for the content, accuracy, availability or privacy practices of external websites.
Access to third-party websites is at the user’s own risk.
Limitation of Liability
To the extent permitted by law, Acumentum AG accepts no liability for any direct or indirect loss or damage arising from access to, use of, or reliance upon information contained on this website.
Nothing in this disclaimer excludes liability where such exclusion would be unlawful under applicable law.
Intellectual Property
Unless otherwise stated, all content on this website, including text, images, graphics, logos, publications, documents and other materials, is the property of Acumentum AG or the respective rights holders.
Such content is protected by applicable intellectual property laws.
No content may be reproduced, distributed, modified or otherwise used without prior written consent.
Privacy
Information regarding the collection and processing of personal data can be found in our Privacy Policy.
Applicable Law
This website and its use are governed by Swiss law.
Contact
For questions regarding this website or the information contained herein, please contact:
Acumentum AGStadthausquai 1
8001 Zurich
Switzerland
Email: info@acumentum.ch